Tulsa accountants | Institutional Money Managers

Tulsa accountants | Institutional Money Managers

Schedule a free consultation with us at 918-747-7000. Our Tulsa accountants would love to create a financial plan for you and your future. We are your accounting compass not your rearview mirror. New customers save 50% off tax preparation services. We have a one hour financial planning session available schedule a look under the hood. We have three packages available business owners package, auditing and accounting, and tax returns. Save 50% off your tax preparation services. Maximize your tax deduction schedule your free 30 minute consultation today at a $350 value.

Not about how much you make it about how much money you keep. Keep more save more protect more. Evan Martin, “I have my taxes done by hood and Associates for many years now and they have always done an amazing job! Everyone has always been supplying courteous and they treat me like family. The location is amazing and easy to find a highly recommend working with hood and Associates CPAs!”

Give us a call today 918-747-7000 articles accountants will treat you like family if you become a new client. At hood and Associates we don’t believe there is a one-size-fits-all financial strategy that can meet the needs of every individual. Instead we focus on helping you reach your unique goals whether they include a financially secure retirement the purchase of a vacation home the sale of the business or plan charitable giving’s.

We offer a broad spectrum of financial services from tax planning and accounting services to investment management and insurance analysis to set you on the road to financial success. Working with us you’ll get the benefit of our in-depth knowledge and the effective financial strategies you’re looking for all in one place.

And Associates CPAs PC is a premier planning and consulting CPA firm specializing in high-quality individual and business tech support as well as business consulting. Hood financial group Inc. provides comprehensive financial services for your investment management retirement planning risk management and estate planning needs.

Articles accountants offer more than the ease and convenience of taking care of all your financial needs in one place. We also offer you broad-based financial experience. That means you can feel confident knowing the decisions you make can help prepare you and your family for the future.

We have three easy to locate locations and Oklahoma. Our Bartlesville office is located at 1821 SE. Washington Blvd., Bartlesville, OK 74006. Our phone number is 918-336-7600. Our Tulsa office is located at 2727 E. 21st St., Suite 600 Tulsa, OK 74114. The phone number for that office is 918-747-7000. Our Claremore office is located at 323 W. 1st St., Claremore, OK 74017. Give the office a call at 918-341-1930.

Our Tulsa accountants want to treat you like family is our new clients come in for free consultation today or submit your name, phone number, and email address. Articles accountants do is stay in retirement planning and 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. At the same time we are steadfast in our belief that taxes should not drive your investment strategy. It said your investment strategy should be driven by well-thought-out plan that provides a clearly defined route you will take to reach your destination.

Our Tulsa accounts canoe your federal and state taxes. If this is your first time here give us a call at 918-747-7000 to schedule a free consultation. We want to be your financial compass not your rearview mirror it’s time for you to have a proactive account in your life. 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 company’s financial situation.

Our Tulsa accountants represent the Internal Revenue Service on behalf of clients including offers in compromise and other tax problems. We do estate and retirement planning and construct a disciplined investment process. Because our focus is tax planning we advise our clients not to in ignored 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.

Articles accountants can help you develop a personalized program tailored to your individual situation. This includes assessment goals objectives and your risk tolerance. Articles accountants will assess allocation modeling and portfolio structuring. We will diversify assets to manage risk and impact of taxes and inflation on your investment. We know third-party investment firm analysis and selection. Her ongoing risk management attribution and performance reporting will help you. We work with you to develop appropriate diversified asset allocation strategies to minimize risk and a maximum return with an emphasis on capital preservation growth and tax efficiency.

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. Novus and strategy can guarantee a profit or protection against a loss. Articles accountants want to prepare you for the unexpected. Unfortunately we can anticipate every time that life’s attorney might take. While no one likes to think about the possibility of long-term illness or death preparing for these possibilities is about a part of ensuring long-term financial dependence. As part of our ongoing communications with the client we discussed contingency plans and targeted saving strategies to help guarantee you and your loved ones are cared for in your life see protected. As part of this process articles accountants 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 determine the optimal time to start thing about long-term care insurance options to meet your needs. We will tap into our extensive network of insurance providers and industry professionals to help design the best package of well-funded well traded insurance options to meet your needs. Articles accountants demonstrate the affordability of various options as well as the role that insurance may play in helping you accumulate and preserve your wealth.

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