01 · Tax planning
Year-round tax planning and strategy
We project your taxes all year and put strategies in place before deadlines pass. Call us before big decisions, and we’ll show you the tax impact first.
- Quarterly planning meetingsYour projection updated and new strategies put in motion.
- Entity structure and owner payS corp elections, reasonable compensation, and the Oklahoma PTE election.
- Retirement and family strategiesSolo 401(k)s, cash balance plans, hiring your children, and more.
- Quarterly estimated paymentsExact federal and state amounts, personal and business shown separately.
- Your Tax Strategy ReviewEvery strategy, what it’s worth, and the math behind it. See a sample.
02 · Tax returns
Business and personal returns, included
Because your books and plan are current all year, your returns are fast, accurate, and contain no surprises.
- Business returnsS corporations, partnerships, C corporations, and multi-entity groups.
- Personal returnsYour individual federal and state returns.
- Multi-state filingWhen your business operates outside Oklahoma.
03 · Bookkeeping
Clean books, every month
We handle your books so your tax plan always runs on real numbers. If you’re behind, we catch you up during onboarding.
- Monthly bookkeepingTransactions categorized, accounts reconciled, adjusting entries made.
- Monthly financial reportsProfit and loss, balance sheet, and cash flow you can actually use.
- Catch-up and cleanupPast months brought current, quoted upfront.
- Accounting software setupQuickBooks Online setup and support.
04 · Payroll & compliance
Payroll, 1099s, and sales tax
The filings that eat up an owner’s week, handled by the same team that plans your taxes, so owner salary and payroll taxes are set with strategy in mind.
- Payroll setup and processingIncluding owner salary and payroll tax filings.
- 1099 tracking, preparation, and filingFor contractors and vendors.
- Sales tax preparation and filingFor businesses that sell taxable products or services.
06 · CFO advisory
CFO-level insight for your business
For growing businesses that want more than compliance: a clear view of cash, profit, and where the business is headed.
- Monthly Executive BriefingBoard-room quality financial reports, explained in plain English. See a sample.
- 13-week cash forecastSee what’s coming before it arrives.
- Business growth recommendationsHiring, pricing, expansion, and the tax impact of each.
- Cost-cutting analysisWhere money is leaking and what to do about it.
- Bank financing assistanceClean financials and support when you apply for financing.
One plan. One price. Scoped to your business.
Your plan includes the services your business needs, priced by complexity: entities, transaction volume, payroll, and other states. Plans start at $475 per month.
Free strategy finder
Find the tax strategies that fit you.
Answer six quick questions and see which of our 46 strategies may fit your business and your goals. About a minute, and your answers stay in your browser.
Find my strategies →Free tax calculators
What could a strategy save you?
- S corp
- Solo 401(k)
- Augusta Rule
- Hiring your kids
- Oklahoma PTE