Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

Financial Planning

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

Preparing For The Future

College Planning
Elder Care Planning
Estate Planning
Insurance Planning

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Consider Your Wallet at The Ballot Box

Going to the polls to vote is not only the privilege of being an American, it is the responsibility.   It is also your responsibility to choose a leader who reflects your values and the direction you feel the county should go based on information and not TV...

It’s Fall Storm Season

With Hurricanes, Tornadoes and Flooding all peaking in the Fall, Texans consistently experience disaster related losses.   Leading the country with the most tornadoes, on average 137 per year, Texans often find themselves struggling to cover repairs and deductibles.  ...

Owing Oklahoma State Income Tax?

You don’t live there; you don’t work there so why do you owe Oklahoma state income tax? Did you PLAY there?   Yes, several enjoyment type activities can be subject to both federal and state income taxes.  Taxpayers are seeing that a trip to the Casino can come with an...

Navigating the Maze of Business Tax Credits for Small Business Owners

In today's competitive market, small business owners and entrepreneurs often look for every opportunity to reduce expenses and maximize profits. One often-overlooked strategy is taking advantage of business tax credits. These credits can significantly reduce your tax...

How To Wrap up Your Tax Season! Tips for Small Business Owners and Entrepreneurs!

Preparing to close out your tax year often evokes anxiety and stress among small business owners and entrepreneurs. However, with the right planning and approach, it doesn't have to be overwhelming. Instead, it can be an opportunity to streamline your financial...

Navigating Tax Relief with the IRS Fresh Start Program

Dealing with tax debt can be overwhelming. Thankfully, there's a lifeline available for many taxpayers and small business owners—the IRS Fresh Start Program. This initiative by the Internal Revenue Service (IRS) aims to provide struggling taxpayers with a way to catch...

Navigating IRS Challenges as a Small Business Owner

Dealing with the IRS can be one of the most daunting aspects of running a small business. Whether you're a contractor or a business owner, understanding the importance of representation when facing tax issues could mean the difference between resolution and financial...

Mastering Finances Why Small Contractors Need a Bookkeeper

In the hustle and bustle of managing construction projects, small contractors often find themselves overwhelmed with the financial side of the business. While you may excel at building and renovation, managing finances is a different ballgame altogether. This is where...

Not All HELOC Interest is Deductible: What You Need to Know

Home Equity Lines of Credit (HELOCs) have long been a popular tool for homeowners looking to leverage the equity in their homes for various financial needs. Whether it’s for home improvements, debt consolidation, or other significant expenses, HELOCs offer a flexible...

Are Home Improvements Tax Deductible?

Navigating the complex landscape of tax deductions can be a daunting task, especially when it comes to understanding what home improvements are tax deductible. Whether you're a seasoned homeowner or new to the realm of property taxes, it's crucial to understand how...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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