Tulsa accountants | investment firm analysis
Is your accountant your compass rose or a backseat driver? It’s time to find a proactive accountant. It looks like you’ve come to the right place at hood and Associates CPAs. Give us a call today 918-747-7000 to schedule a free consultation. We have three convenient locations available in Oklahoma in Tulsa, Bartlesville and Claremore Oklahoma. Articles accountants can 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. We can also do representation with the Internal Revenue Service on behalf of clients including offers in compromise and other tax problems. We can do estate and retirement planning our Tulsa accountants have disciplined investment processes available.
Because our focus is tax planning. We advise our clients not to ignore the impact of taxes on the investment at the same time we are steadfast in our belief that taxes should not drive your investment strategy. Instead, your Mr. 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 is. Includes assessment of goals, objectives and your risk tolerance. We do asset allocation, modeling and portfolio structuring. We have diversification of assets to manage risk and the impact of taxes and inflation on your investments available. Our third-party investment firm and analysis selection. Also, 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. They 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 loss.
Give us a call today to schedule a free consultation and 918-747-7000 at hood and Associates, CPAs. Our Tulsa accountants want to work with you today because when you are our client you’re like family.
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 saving 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 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.
Tulsa accountants | investment planning
Are you looking for an accountant who can be your compass and not your backseat driver? Well you come to the right place at hood and Associates with our Tulsa accountants. Schedule free consultation today at 918-747-7000. We have three convenient locations here in Oklahoma at Tulsa Bartlesville and Claremore. New customer save 50% off tax preparation services get started today.
We have a one hour planning session if you want to take a look under your cars hood. Schedule today with three packages available for business, auditing and accounting, and tax returns. Begin saving money now save 50% off your tax preparation services. Maximize your tax deductions schedule your free 30 minute consultation today. This is a $350 value sought about how much you make the how much money you keep. Keep more say more protect more.
In the words of Evan Martin, “I’ve had my taxes done by hood and Associates for many years now and they have always done an amazing job. Everyone has always been so polite and courteous and they treat me like family. The location is amazing and easy to find I highly recommend working with hood and Associates CPAs!”
At hood and Associates we don’t believe there is a one-size-fits-all financial strategy that can of every individual. Instead we focus on helping you reach your unique goals whether they include a financially secure retirement the purchase of the vacation home the sale of a business or plant charitable giving. 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 our Tulsa accountants you’ll get the benefit of our in-depth knowledge and effective financial strategies you’re looking for all in one place.
Hood and Associates, CPAs PC is a premier planning and consulting CPA firm specializing in high quality individual business tax support as well as business consulting. Good financial group Inc. provides comprehensive financial services for your investment management retirement planning risk management and estate planning needs. Our Tulsa accountants offer more than the ease and convenience of taking care of all of your financial needs in one place. We also offer your broad-based financial experience. That means you can find confident knowing the business decisions you make can help repair you and your family for the future.
We have three locations available in Oklahoma one is in Bartlesville located at 1821 Southeast Washington Blvd., Bartlesville, OK 74006. The phone number is 918-336-7600. We also have a Tulsa location at 2727 E. 21st St., Suite 600 Tulsa 74114. The contact number is 918-747-7000. And finally are Claremore office is located at 323 W. 1st St., Claremore, OK 74017. The phone number is 918-341-1930.
Our Tulsa accountants want to take care of you and your family because once you become a client of ours, you become like family to us.