• What We Do
  • Who We Are
  • Resources
    • Resources Library
    • In The Loop Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • SafeSend Returns
    • Refund Tracker
    • Blog
  • Client Center
    • Canopy
    • Tax Portal
    • Receipt Management
    • QuickBooks Online
    • Refund Tracker
    • Client Forms
Pay Bill Get In Touch
  • What We Do
  • Who We Are
  • Resources
    • Resources Library
    • In The Loop Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • SafeSend Returns
    • Refund Tracker
    • Blog
Pay Bill Get In Touch

Apps

Select online apps from the list at the right. You'll find everything you need to conduct business with us.

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Canopy

Tax Portal

Intuit

Receipt Management

Dext Prepare

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QuickBooks Online

QuickBooks Online

Refund Tracker

Client Forms

In the Loop

Making tax season work for you

More Issues

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May-Jun 2025

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Nov-Dec 2024

Sep-Oct 2024

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Jul-Aug 2024

May-Jun 2024

From the firm: Making tax season work for you

This time of year is about more than just filing returns–it’s an opportunity to build a stronger foundation for your business. Learn how we're priorit...

Read more about From the firm: Making tax season work for you ➞

Protect your business: Your essential cybersecurity checklist

Cyber threats are on the rise for small businesses! Take action now to protect your business, data and reputation. Use this essential cybersecurity ch...

Read more about Protect your business: Your essential cybersecurity checklist ➞

Sales tax in 2025: What small business owners need to know

Learn about the latest sales tax law changes impacting businesses in 2025.

Read more about Sales tax in 2025: What small business owners need to know ➞

Choosing your workplace model: Remote, in-person, or hybrid?

Remote, in-person, or hybrid? 🤔 Learn which work model suits your business best.

Read more about Choosing your workplace model: Remote, in-person, or hybrid? ➞

How to make the most out of your slow season

Learn how to make the most out of your slow seasons and keep your business thriving year-round.

Read more about How to make the most out of your slow season ➞

Life and living: How to rediscover the joy of business

Feeling disconnected from the passion that started your business? Use these eight tips to reignite your entrepreneurial spirit...

Read more about Life and living: How to rediscover the joy of business ➞

Mind flex: AI sidekicks for your business

Learn which AI tools can help your small business tackle meeting notes to marketing…and everything in between!

Read more about Mind flex: AI sidekicks for your business ➞

More Issues

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May-Jun 2025

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Nov-Dec 2024

Sep-Oct 2024

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Jul-Aug 2024

May-Jun 2024

Contact Us

Oklahoma City Office

13907 Quail Pointe Dr
Oklahoma City, OK 73134

p:  (405) 241-1400

f:  (405) 241-1411

Phoenix AZ, Office

7373 E. Doubletree Ranch Rd., Suite B165
Scottsdale, AZ 85258

p:  (480) 598-1700

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