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Joe Dike, CPA, CFP®, PFS, CSA®

About Our Firm

We offer year-round tax advisory, planning and tax preparation for individuals, partnerships and corporations. In addition, we provide live payroll, accounting, and write-up services, as well as comprehensive investment and retirement planning. In addition to preparing and filing your tax return, I can help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals. We utilize technology as much as possible and can provide a client web portal to access all your tax and financial documents electronically.

About me

I am a native born Texan, born and raised in Austin. I have lived in East Texas the last 35 years. I live in New Boston, TX with my wife Darla. I have served as a city councilman in our town since 1996 and am active in the local First Baptist Church with the Choir, Youth, Bible Drill, and Kid's Beach Club. I have been a CPA since 1990 and have been active in my personal investing for many years. Adding financial services to my tax and accounting practice is a natural progression of my business and helps me serve my clients more fully.

 

DESIGNATIONS

 
  • CPA-Certified Public Accountant
  • CFP-Certified Financial Planner
  • PFS-Personal Financial Specialist
  • CTS-Certified Tax Specialist
  • CSA-Certified Senior Advisor
  • CSE-Certified Estate and Trust Specialist
  • CIS-Certified Income Specialist
 

AFFILIATIONS/MEMBERSHIPS

 
  • Texas Society of CPAs
  • American Institute of CPAs .
  • Society of Certified Senior Advisors
  • AICPA PCPS/Private Companies Practice Section
  • AICPA Information Technology Section
  • AICPA Personal Financial Planning Section
  • New Boston Chamber of Commerce
  • Caddo Area Council of Boy Scouts
  • New Boston City Council
LICENSES:
SECURITIES: Exams: 66, 7 States: AR, OK, TX
INSURANCE: License: Life/A&H/HMO, Stats: TX
ADVISORY:    License: Investment Advisor Representative States: AR, OK, TX
 
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 Joe H. Dike is a registered representative registered to transact business with clients in Texas, Arkansas, and Oklahoma. Joe H. Dike is advisory licensed in the following states, Texas, Arkansas, and Oklahoma. Joe H. Dike is also an insurance agent licensed in Texas. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value

This communication is strictly intended for individuals residing in the state(s) of AR and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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