Built for the way OKC does business
Oklahoma City’s economy has long been tied to energy, and today it also runs on aerospace and defense work, a large healthcare sector, logistics, and a deep bench of owner-run companies that serve all of them. Business here can move with oil prices and contract cycles, and a strong year can be followed by a slower one.
That makes timing important. When to buy equipment, how much to pay yourself, whether to keep profit in the company, and how to prepare for an eventual sale all have a tax answer. Brooks Brown, EA, Tax Strategist, helps Oklahoma City owners with $1 million or more in revenue see those answers before they decide, not when the return is due.
Oklahoma City industries we work with
Each has its own rules and its own opportunities. Our industry pages go deeper.
Oil & gas service companies
Rigs, trucks, and crews, plus the boom and bust years that come with the industry. Planning helps smooth the swings.
Engineering & architecture firms
Firms supporting energy, aerospace, and construction work, where the research credit and owner pay often matter.
Medical & dental practices
Practice owners across the metro’s healthcare community, with retirement plans and structure built for high earners.
Trucking & transportation
Freight and hotshot carriers moving through a central crossroads, with equipment, per diem, and multistate filings.
Law firms
Firm owners with uneven fees, partner pay, and retirement planning to coordinate.
Real estate investors
Commercial and residential portfolios across the metro, with depreciation and exits planned all year.
We also work with contractors, franchise owners, and med spas. See all industries.
Tax points Oklahoma City owners should know
- The Oklahoma PTE electionS corps and partnerships can elect to pay Oklahoma tax at the business level at 4.75%, which can turn state tax into a federal business deduction. The owner’s share of that income is then excluded from Oklahoma personal tax, which tops out at 4.5%. We keep the business tax and your personal tax separate so the trade-off is clear.
- Oklahoma Investment/New Jobs CreditOKC manufacturers, including many that serve aerospace and energy, may earn an Oklahoma credit for five years when they invest in equipment or facilities or add jobs.
- Intangible drilling costsOwners who invest in oil and gas working interests may be able to deduct a large share of drilling costs in the first year.
- The research creditEngineering, software, and manufacturing work that develops or improves a product or process may qualify for a federal credit.
- Section 179 and bonus depreciationFor equipment-heavy businesses, the timing of a purchase can matter as much as the purchase.
City sales tax is part of the picture too. If your business sells taxable goods or services in Oklahoma City and other Oklahoma cities, sales tax filings are included in our services, so they’re handled alongside your books and payroll.
How we work with OKC owners
We’re based in Norman and fully virtual. Most of our work with Oklahoma City clients happens by video and phone. Meetings fit around your schedule.
Your Tax Plan puts everything under one roof, priced by complexity, starting at $475 per month. You’ll know your price before you commit.
- Free tax analysisWe see where you stand today.
- Strategies that fitWe present the strategies that will work for your numbers and goals.
- OnboardingWe set up your books, payroll, and plan.
- We handle the booksClean, current monthly bookkeeping.
- Quarterly planningYour projection and estimates kept up to date.
- Returns filedBusiness and personal returns, prepared by the team that planned your year.
Questions Oklahoma City owners ask us
You’re based in Norman. Do you work with Oklahoma City businesses?
Yes. We’re fully virtual and work with owners across the metro. Video and phone meetings fit around your schedule. Meetings fit around your schedule.
My oil and gas service company has big swings from year to year. Can planning help?
Often, yes. We project your taxes all year, so we can time equipment purchases, set owner pay, and plan estimated payments around good years and slow ones. Our oil and gas services page covers more.
Do you handle sales tax for businesses that sell in more than one city?
Yes. Sales tax is part of our services. We track and file it alongside your books and payroll, including where you sell in more than one Oklahoma city.
We have operations outside Oklahoma. Is that a problem?
No. Many OKC companies work across state lines. We handle the state filings, payroll withholding, and planning that come with working in more than one state.
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What could a strategy save you?
- S corp
- Solo 401(k)
- Augusta Rule
- Hiring your kids
- Oklahoma PTE