Tulsa accountants | Clients like Family

Schedule a free consultation today at one of our locations, Tulsa Bartlesville or Claremore Oklahoma. Give us a call at 918-747-7000. Our Tulsa accountants do federal and state taxes. 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. Our Tulsa accountants do representation with the Internal Revenue Service on behalf of clients including offers in compromise and other tax problems.

We do estate and retirement planning with our Tulsa accountants disciplined investment process is used because our focus is tax planning our Tulsa accountants 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 well-thought-out plan that provides a clearly defined route you will take to reach your destination.

We can help you develop a personalized program tailored to your individual situation. This includes assessment goals objectives and your risk tolerance. Our Tulsa accountants know to assess allocation modeling and portfolio structuring. We diversify assets to manage risk and the impact of taxes and inflation on your investments. We include third-party investment firm analysis and selection. Our ongoing risk-management attribution and performance reporting is available.

Our Tulsa accountants 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 an access to institutional money managers the same institutional quality investment oversight that billion-dollar funds received. This helps you benefit from the wisdom of institutional managers whose experience and expertise typically is not available to the average investor. No investment strategy can guarantee a profit or protection against the loss. 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 disability or death preparing 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 savings strategies to help guarantee you and your loved ones are cared for and your legacy protected.

We assess the appropriate level of insurance you may require various times in your life highlighting any gaps that should be addressed. Our Tulsa accountants determine the optimal time to start thinking about long-term care insurance options to meet your needs. We 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. We demonstrate the affordability of various options as well as the role that insurance may play in helping you accumulate and preserve your wealth. The guarantees of an annuity are based on the claims paying ability of the issuing insurance company.

Tulsa accountants | Paying Claims

Schedule a free consultation with our hood and Associates CPAs at 918-747-7000. We have three locations in Oklahoma in Tulsa Bartlesville and Claremore. We do federal and state taxing. Our staff is up-to-date on current and proposed changes in tax matters through continual research utilizing a variety of resources. Our Tulsa accountants offer planning and tax advice tailored to each individual or company’s financial situation. We will do representation with the Internal Revenue Service on behalf of clients including offers in compromise and other tax problems. We have is stay in retirement planning. We have a disciplined investment process. Because our focus is tax planning we advise our clients not to ignore the impact of taxes on their investments. The same time we are steadfast in our belief that taxes should not drive your investment strategy. Instead your message strategy should be driven by well-thought-out plan that provides a clearly defined route you will take to reach your destination.

Our Tulsa accountants can help you develop a personalized program tailored to your individual situation. This includes assessment of goals objectives and your risk tolerance. We do asset allocation modeling and portfolio structuring. We also diversify assets to manage risk and the impact of taxes and inflation on your investments third-party investment firm analysis and selection is available. We also have ongoing risk-management attribution and performance reporting.

Our Tulsa accountants 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 received. This helps you benefit from the wisdom of institutional managers whose experience and expertise typically is not available to the average investor. No investment strategy can guarantee a profit or protection against the loss.

Our Tulsa accountants want to prepare you for the unexpected. Unfortunately we can’t to spay every turn that life’s journey might take. While no one likes to think about the possibility of long-term illness disability of death preparing for these possibilities is a vital part of ensuring long-term financial independence. As part of our ongoing tween occasions with our clients we discussed contingency plans and targeted savings strategies to help guarantee you and your loved ones are cared for and your legacy protected. As part of this process, we 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. Our Tulsa 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. We demonstrate the affordability of various options as well as the role that insurance may play in helping you accumulate and preserve your wealth.