We offer a variety of services:
Tax Services (Individual & Business)
Estate & Trust Tax Services
Personal Financial Planning
Accounting & Auditing
Tax Services
We have the experience to prepare virtually any type of tax return including income tax returns for all types of businesses and individuals. We can help with the preparation of corporations and S-Corporations, partnerships, not-for-profi
t organizations, and limited liability companies. For individuals, we encounter many types of returns such as corporate business owners, sole-proprietors, rental property owners, and those with reporting concerns of their investments. We handle businesses of all sizes ranging from start-up to over $35 million and frequently file tax returns in various states around the country. While the preparation of tax returns is an annual ritual, we offer year-round consulting services for a myriad of tax planning strategies such as like-kind exchanges, sale of property, incentive stock options, choice of business entity, and pursuit of available tax credits. Estate and Trust Tax Services
We have been diligent in our expansion of estate and trust tax services through our work with several area attorneys, trust officers, and bank officers. Our knowledge of the intricacies of the estate tax law at both the federal and state levels allow us to be forward-thinking which is necessary to help minimize the overall estate taxes and subsequent income taxes. For instance, in the year 2002, we prepared approximately two estate tax returns per month. When also considering the trust and estate income tax returns that arise out of the estates, it is clear that we have the experience to help you with your estate and trust tax needs. Personal Financial Planning
Many of our clients have questions about attaining their financial goals and seek help from us to help them clarify what is needed to accomplish their goals. Perhaps you are saving to buy a first home, looking for ways to save for a college education, are you wondering if you will have enough savings to retire when you’re ready, or have you been approached to purchase more personal insurance such as life, long-term care, or disability. We look forward to helping you to accomplish your financial goals and which avenues may be appropriate for you. Steve was accredited as a personal financial specialist through the AICPA in 1994 and is one of twelve CPAs in Tulsa that has passed the rigors of the PFS accreditation. He has worked specifically in areas such as income tax, retirement planning, cash flow planning, comprehensive financial planning, college savings, estate, divorce, and business succession. The considerable work in estates and trust tax services helps to provide insight for our clients with their retirement and estate planning. We will typically review our clients’ estate planning documents to help them understand the tax and non-tax consequences as they plan their future. Our clients served in this area has included attorneys, physicians & other professionals, executives, and closely held businesses. When it comes to questions such as choosing between a will or a trust, how to preserve your estate for you and for your heirs, or creating philanthropic legacies, we can help chart your course. Planning with your qualified retirement plan or IRA is, at times, confusing. We have the experience and resources to help you understand how and when money can be withdrawn from your retirement account. If you are approaching the age of 59 ½, 70 ½, or have become the new beneficiary of an inherited IRA, we can counsel you to minimize the tax consequences and maximize the benefits of your retirement account. Whether you are interested in a full comprehensive review of your financial situation or have a specific need to be addressed, we are prepared to help. Accounting and Audit Services
Accounting and audit services have long been the mainstay of CPAs and we offer a variety of financial services to meet your needs. As members of the Private Companies Practice Section of the AICPA, we have the tools to provide quality independent accounting services. We offer a full range of financial statement services such as compilations, reviews, and audits. If you have a need for a special engagement, we can review your internal controls, provide inventory observation services, or other attest functions. Bookkeeping services, through software such as QuickBooks®, include a simple periodic review of your efforts or we would be happy to take care of all of the posting and summarization so that you have the information you need to help run your business. Our clients also include those who need monthly oversight and cleanup so our time may be limited to less than a day per month.
