FAQs

CPAs pass a comprehensive examination in order to obtain their title in a profession established and governed by the Oklahoma Accountancy Act.

CPAs are required to undertake 40 hours of continuing education yearly.  They are current on what matters to their clients.

CPAs are not expensive.  When you pay a lesser qualified provider and get a low quality service you then have to pay a CPA to correct initial work and pay twice!

Our office opens at 08:30 AM and closes at 05:00 PM

If you need to talk to us outside those hours let us know.  Arrangements can be made.

All work we do is custom tailored to your needs.  We don’t maintain a price list for services offered.

The reason for this is to avoid pigeonholing clients and failing to recognize their individual needs.

We don’t compete on the basis of the lowest price in the market.  We provide the best service at a reasonable price.

Bookkeeping

Payroll check writing

Tax compliance in the areas of payroll tax and income tax for individuals and entities

Reporting compliance that is compilation based.  We do not provide audit services.

We have software that can be used by our clients for bookkeeping and check writing, billing and payroll

If your need is completion of a tax return we’ll need to see the last tax return you filed and the documents and records that will answer all the required questions for your current tax return.

If you are asking about bookkeeping or payroll services we’ll need to see the records you currently have and a description of any reporting needs such as to your bank.

School enrollment records if the dependent is of school age.  A birth certificate if not and Social Security Number.  If you are not filing a joint return with the dependent’s other parent then a decree of divorce will be needed to establish who is entitled to claim the dependent and when.

We offer electronic filing of income tax returns and W2 forms and 1099 forms.  We do not offer refund anticipated loans.  We believe the timing of refunds by the taxing authorities is reasonable the majority of the time and the process of arranging for refund advances adds unnecessary complexity and cost to the tax return filing process.

Delivery of taxpayer copies of tax reporting is also available as pdf files.