Meet Us

As advisors, our focus is planning for our client’s success in their businesses and their personal situations. Whether we are working on weekly payroll, monthly bookkeeping, or annual tax filings, we seek to add benefits to each client by applying deductions, credits, and the overall tax law. Our continuing education regimen throughout the year keeps us updated on the latest benefits and requirements for each client.

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OUR TEAM

Chuck Loughry

Tax & Accounting Managing Partner

Email: chuck@hesstaxaccounting.com

Chuck Loughry joined Hess Tax & Accounting Group LLC in 2007. In 2022, he became Managing Partner in the Tax and Accounting arm of the firm. He also is the Senior Tax and Accounting Advisor for the firm.

Chuck has a vast array of knowledge in the tax law This allows him to advise and prepare tax returns for nearly every type of client. He prepares individual, corporate, partnership, fiduciary, estate, non-profit, gift, and foreign individual and foreign business entity tax returns. One of the unique perspectives that Chuck brings to the table for his clients is educating them and helping them make informed decisions through a detailed planning process. He believes that if the client has a key understanding and knowledge of their overall tax situation, which many times can contain multiple layers, the client will be able to implement tax strategies that can help them not only reduce their overall tax liability but increase overall wealth.

Chuck also manages the bookkeeping and payroll services of the firm. He advises clients on the services the firm provides to help clients stay in compliance with all the federal and state reporting requirements. Chuck is proficient with QuickBooks software, including QuickBooks Online, and consults with small business clients in helping them get started, as well as maintain their books, throughout the year. He also consults with clients in helping them establish proper internal controls whether for their businesses, churches, or non-profits. Chuck also has an extensive auditing background in which he uses to help clients prepare for annual audits and reviews.

Chuck has earned two undergraduate degrees from Winthrop University, the first in Financial Management and the second in Accounting. He obtained his MBA from Winthrop University as well, with a concentration in Accounting & Taxation. Chuck completes over 40 hours of Continuing Education each year.

Chuck, and his wife Rhonda, live on the north side of Lancaster near Indian Land. They have two daughters, one of whom is married. They also have two grandsons.

PROFESSIONAL DESIGNATIONS AND MEMBERSHIPS:

Member National Society of Accountants
Member National Association of Tax Practitioners
Member SC Tax Council
Notary Public

John W Hess EA,ATA

Tax & Accounting Managing Partner

Email: john@hessfinancialplanning.com

John Hess has been involved with Client Service and Practice Management since 1987. He joined the Firm in 1999. In 2014, he became the sole owner of the Firm. He earned his Enrolled Agent (EA) designation, which enables him to practice and represent clients before the IRS.

John was the Editor/ Publisher of the SC Tax Council’s newsletter The Tax Councilor with a circulation of over 3,000. Through SCTC, NATP and a variety of other continuing education courses, he maintains his tax education each year by attending seminars and update schools. John is the past Executive Director of the SCTC.

John and his wife Malissa have two children and three grandchildren. John spends much of his leisure time working in ministries at his church: teaching, serving, singing, and leading various groups. John also enjoys reading, golf, and working in the yard.

PROFESSIONAL DESIGNATIONS AND MEMBERSHIPS:

Enrolled Agent (2004)
Accredited Tax Advisor (2007)
Member National Society of Accountants
Member National Association of Enrolled Agents
Member National Association of Tax Practitioners
Member SC Tax Council
Member SC Society of Enrolled Agents
Member National Society of Tax Professionals
Executive Director, South Carolina Tax Council (2005-2017)
Editor/ Publisher The Tax Councilor
Notary Public

Drake Hess

Advisor

Email: drake@hessfinancialplanning.com

Drake joined the firm in October, 2022. He provides services in the tax practice by working directly with clients. He is accepting new clients now.

Drake is John’s son.

Drake attended USC-L.

Drake previously worked with Founders FCU for over 6 years, where he served members in various positions.

Drake’s hobbies include attending concerts, listening to music, and being involved in Second Baptist Church Lancaster.

Angie Wallace

Advisor EA

Email: angie@hessfinancialplanning.com

Angie joined the firm in 2021. She has been helping the community with their financial needs since 1999. She started her career at Founders Federal Credit Union where she helped the members for 19 years in the lending and card services departments. After leaving Founders, she worked at another tax and accounting firm for 5 years where she helped clients with their taxes.

She earned her Enrolled Agent (EA) designation in 2019 which enables her to practice and represent clients before the IRS. This allow her to help her clients with taxes and the tax implications of their decisions.

Angie was born and raised in Lancaster and still resides here today. She has 2 children.

Enrolled Agent

Member National Society of Accountants

Member South Carolina Tax Council

Member National Association of Tax Practitioners