We support clients on a full-service basis. Our business consulting services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Using a holistic perspective, we consider all financial phases encountered during our lifetimes. We believe that everyone goes through these phases. Even though the outcomes will always be different, no single set of circumstances is less important than another:
At this point, some of you might say, “But I only want my income tax return prepared” or “I just want accounting services”. Of course, providing these kinds of services to you is vitally important to us. Most importantly, we will bring more value to these services than possibly you have ever had before.
The reason is simple; we will always approach these services with the holistic perspective in mind. As a result, we promise to be proactive in sharing our discoveries with you, regardless of the services we are providing to you.
Our approach to whatever services you need is also very simple. The talents of our Team allow us to listen to what your needs are and fit them to your budget to achieve an appropriate cost, benefit relationship. Together, we can create uncommon results.
What a pleasure it would be to visit with you about the current relationship with your professional advisor. It would be great to know that you are being cared for to the extent you are realizing all that is financially possible for you!
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
The Pass-Through Entity Tax Equity Act of 2019, HB 2665, signed on April 29, 2019, allows an electing pass-through entity (LLC, partnership or S-corporation) to pay the Oklahoma income tax at the entity level in exchange for providing the pass-through entity owners an offsetting deduction.
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.