Tulsa accountants | Asset allocation

As part of our process our Tulsa accountants want to help you assess the appropriate level of insurance you may require at various times in your life, highlighting any gaps that should be addressed. We will determine the optimal time to start thing about long-term care insurance options to meet your needs. Articles accountants tap into our extensive network of insurance providers and industry professionals to help design the best package of well-funded well targeted insurance options to meet your needs. Demonstrate the affordability of various options, our Tulsa accountants as well as the role that insurance may play in helping you actually the and preserve your wealth. The guarantees of an annuity are based on the claims paying ability of the issuing insurance companies.

Some of the most important decisions you make regarding your family are contingent on estate and retirement planning. Let our staff help you make the right decisions in these areas. Our Tulsa account offer a wide range of accounting services tailored to meet the particular needs of both individuals and companies. Our Tulsa accountants staff researches new software providing you with state-of-the-art technology. Some of the services we provide are developments of accounting systems. We also provide record-keeping, general ledger, all things payroll, financial statements, sales tax and other reporting, litigation support, and software support and installation.

Our Tulsa accountants have a combined total of over 65 years in the audit profession. We are experienced in manufacturing, construction, small businesses, SDC and our US audits. We can do government, employee benefits, rural utility services, nonprofit, public trade, and other audit related services.

You can get a quote from us today by submitting your name, email, and phone number. We have three locations with hood and Associates. The first location is in Bartlesville at 1821 SE. Washington Blvd., Bartlesville, OK 74006. You can reach this office branch at 918-336-7600. The next office location is in Tulsa at 2727 E. 21st St., Suite 600 Tulsa, OK 74114. The phone number for this location is 918-747-7000. Finally the Claremore office is located at 323 W. 1st St., Claremore, OK 7401 Evan. The phone number for this is 918-341-1930.

Articles accountants candy federal and state taxes. We are your compass not your rearview mirror. It’s time to find a proactive accountant and that’s us. Our staff is up-to-date on current and proposed changes in tax matters through continual research utilizing a variety of resources. We offer planning and tax advice tailored to each individual or company’s financial situation. We do taxing for several different industries such as industrial industry, corporate industry, and private. Our Tulsa accountants represent with the internal revenue service on behalf of clients including offers in compromise and other tax problems.

We do estate and retirement planning. We have a disciplined investment process with articles accountants. Because our focus is tax planning, we advise our clients not to ignore the impact of taxes on their investments. At the same time we are steadfast in our belief that taxes should not drive your investment strategy. Instead, your investment strategy should be driven by a well-thought-out plan that provides a clearly defined route you will take to reach your destination. Our Tulsa accountants care about you and your family and your financial future.

Our accountants want to help you develop a personal program tailored to your individual situation. This includes assessment of goals, objectives, and your risk tolerance. This also includes asset allocation modeling and portfolio structuring. In some cases diversification of assets to manage risk and the impact of taxes and inflation on your investments. We know third-party investment firm analysis and selection. Ongoing risk management, attribution, and performance reporting is something were privy to. We work with you to develop appropriate, diversified asset allocation strategies to minimize risk and maximize return, with an emphasis on capital preservation, growth and tax efficiencies.

We also provide access to institutional money managers the same institutional quality investment oversight that billion-dollar funds receive. This helps you benefit from the wisdom of institutional managers whose experience and expertise typically is not available to the average investor. Investment strategy can guarantee a profit or protection against the loss. It’s very important to prepare for the unexpected in life.

Unfortunately we cannot anticipate every turn that life’s journey might take. While no one likes to think about the possibility of long-term illness or possibly death paying for these possibilities is a vital part of ensuring long-term financial independence. As part of our ongoing communications with our clients, we discussed contingency plans and targeted saving strategies to help guarantee you and your loved ones are cared for and your legacy protected.

As part of this process our Tulsa accountants want to help you assess the appropriate level of insurance you may require at various times in your life, highlighting any gaps that should be addressed. We also determine the optimal time to start thinking about long-term care insurance options to meet your needs. We will tap into our expensive network of insurance providers and industry professionals to help design the back package of well-funded, well targeted insurance options to meet your needs. Our Tulsa accountants demonstrate the affordability of various options, as well as the role that insurance may help play in preserving your wealth.

The guarantees of an annuity are based on the claims paying ability of the issuing insurance company. Some of the most important decisions you make regarding your family are contingent on your state and retirement planning. Let our staff help you make the right decisions in these areas. Some of these may be probate, minimizing taxes, distributions, growth, disability, formation of trust family LTD partnerships, and limited liability companies to minimize your estate tax. We also do company retirement plans and Roth IRAs vs Reg IRAs.

Articles accounts offer a wide range of accounting services tailored to meet the particular needs of both individuals and companies. Our staff researches new software providing you with state-of-the-art technology. Some of these services we provide our government developmental of accounting systems, recording keeping, general ledger, all things payroll, financial statements, checkwriting and billing, sales tax and other reporting, litigation support, and software support and installation. We also have an auditing service. Our staff has a combined total of over 65 years in the audit profession. We are experienced in manufacturing, construction, small business is, SEC and our US audits.