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Business | Planning
Estate Planning
Insurance Planning (disability, life, investment,
shareholder protection)
Business Structure and Strategy Tips
Wealth Accumulation and Protection
Mergers and Acquisitions
Businesss Valuations
Tax | Accounting
Accounting/Bookkeeping
Tax Preparation (Business & Individual)
Financial Statements
Appropriate Tax Shelter Recommendations
Tax Laws and How They Affect You
Business Growth and Succession Strategy
Accounting Software Consulting
QuickBooks ProAdvisor
Leadership Profiles
CTS, EA, CPA
President
Vice President
Tax Manager
Consult Us
Our offices are located just northwest of 91st and Yale in Tulsa, Oklahoma.
Our new office is located in the South Woods Office Park next to Central Bank of Oklahoma and across the street from CVS and Whole Foods Market at 91st & Yale Ave.
Office hours are 8:30am - 5:30pm, Mon. - Fri.