You know the results from last year - NOW - take action! With the new tax laws in full effect we can help you understand, strategize and prepare for what's to come in the upcoming tax season.
We can guide you through a full range of tax planning and preparation decisions with strategies that could minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, anaylsis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
Contact our office to set up your 2019 tax planning consultation before the year is over!
The votes have been tallied & we were announced as the BEST ACCOUNTING FIRM in Oklahoma City!
Thank you to everyone that voted for us!
Are you using your client portal this tax season? Here's a few things you should know:
It's easy to access right on your client portal homepage. Once you have completed filling out your organizer, just click 'Submit to Preparer'. Our office will then get a notification and start working on your returns! You can upload tax documents as you fill out your organizer, but there is a catch...
If you upload documents but don't click 'Submit to Preparer' we won't know that you did it! If you are not filling out a web organizer, we recommend you upload all documents via File Exchange (see below). That way, we'll know when you've uploaded a file for us to see!
If you have any questions for us don't hesitate to give us a call! And remember to follow us on social media for all of the latest updates from our firm.