Oklahoma City · Serving all 77 counties
Your accountant should tell you the number before April.
Fixed-fee tax, bookkeeping and advisory for Oklahoma business owners. Quarterly planning, a portal that doesn't require six password resets, and no invoice you didn't see coming.
Engagements
What we do, and what it costs
Most firms won't publish fees. The result is that owners shop on gut feel and get surprised at invoice time. Here's the fee schedule.
Individual return
Form 1040 with Schedule C or E, state return included, and a review of the prior two years at no charge in case something was missed.
Business return
1120-S, 1065 or 1120 with K-1 preparation for each owner. Includes reasonable-compensation analysis for S-corps.
Monthly bookkeeping
Categorised transactions, reconciled accounts, and a P&L and balance sheet in your inbox by the 10th. Priced on transaction volume, not guesswork.
Payroll
Filings, deposits, W-2s and 1099s. We run it or we supervise the system you already have — whichever is cheaper for you.
Quarterly advisory
A real conversation four times a year: where the year is landing, what the estimated payment should be, and what to do about it while there's still time.
Entity & S-corp election review
One-off analysis of whether your current structure is costing you. Includes the break-even math and the filing if you decide to change.
IRS notice response
You forward the letter, we handle it. Included at no charge for returns we prepared.
Planning tool
What should you be sending in each quarter?
The single most common reason a business owner ends up with a five-figure April surprise is that nobody ran this number in July. Run it now.
Estimated total tax owed
$—
Federal income tax plus self-employment tax.
Illustrative only. This uses simplified federal brackets, the standard deduction, a 15.3% self-employment rate on 92.35% of profit, and a flat 20% QBI deduction. It ignores state tax, credits, itemising, phase-outs and the SE wage base cap. It is a planning sanity check, not a return — we run the real numbers with your actual documents.
Client portal
Where your documents actually live
Email attachments are how tax documents get lost and how social security numbers end up in a breach. Everything moves through here instead. This is the real interface — click through it.
3 OF 7 COMPLETE · TASKS UNLOCK IN ORDER SO NOTHING GETS MISSED
| Document | Year | Status | Size |
|---|---|---|---|
| Form 1120-S — filed return | 2025 | Filed | 1.4 MB |
| Schedule K-1 — Vance, R. | 2025 | Filed | 288 KB |
| Payroll summary — Q2 | 2026 | Received | 512 KB |
| Fixed asset schedule | 2026 | Needs update | 96 KB |
| Vehicle mileage log | 2026 | Review flagged | 44 KB |
Every upload is encrypted at rest, versioned, and retained for seven years. Nothing is ever requested by email.
| Line | This month | YTD | vs. last year |
|---|---|---|---|
| Revenue | $184,220 | $1,206,940 | +11.4% |
| Cost of goods sold | $96,410 | $641,300 | +14.2% |
| Gross profit | $87,810 | $565,640 | +8.4% |
| Operating expenses | $61,050 | $402,880 | +6.1% |
| Net profit | $26,760 | $162,760 | +14.9% |
Margin is down 1.8 points on rising COGS. Flagged for the October advisory call.
| Invoice | Date | Status | Amount |
|---|---|---|---|
| Monthly bookkeeping — July | Aug 01 | Paid | $425.00 |
| Q2 advisory call | Jul 08 | Paid | $600.00 |
| Monthly bookkeeping — June | Jul 01 | Paid | $425.00 |
| 2025 Form 1120-S preparation | Mar 04 | Paid | $1,450.00 |
Flat fees, billed on a schedule you agreed to at engagement. No hourly line items and no bill for asking a question.
New clients
Tell us where you're at
Two minutes of questions instead of a form that asks for your phone number and tells you nothing. You'll get a fee range and a recommended engagement before anyone calls you.
Credentials, plainly stated
- CPALicensed by the Oklahoma Accountancy Board; license numbers listed in the footer.
- PTINEvery preparer in the firm holds a current IRS Preparer Tax Identification Number.
- AICPAFirm membership, plus the Oklahoma Society of CPAs.
- PEER REVIEWMost recent system review passed with no findings.
- E&OProfessional liability coverage in force; certificate available on request.
Concept demo — the assistant runs on scripted logic here. On a live build this is a language model that reads the answers, drafts the engagement scope, and files the lead into the practice management system before anyone at the firm touches it.
Questions
Before you switch firms
I'm behind. Several years behind. Will you take me?
Yes, and it's more common than you'd think. Back filing is its own engagement — we work out what's actually missing, file oldest to newest, and deal with the notices as they come. Penalty abatement is often available for a first offence, and we ask for it as a matter of course.
What does switching actually involve?
You sign an engagement letter and a Form 8821 or 2848 so we can pull your IRS transcripts directly. We request the prior two returns and your books from your current firm — you don't have to have that conversation if you'd rather not. Most transitions take under two weeks.
Do you charge me every time I ask a question?
No. Advisory clients get unlimited email and a same-week call if something urgent comes up. The billing model exists so you'll actually pick up the phone before you make a decision, rather than after.
Should I be an S-corp?
Somewhere around $70,000–$90,000 of net profit it usually starts to pay for itself, but the break-even depends on your reasonable salary, your state, and whether you have employees. The entity review is $750 and we'll tell you plainly if the answer is no.
Do you work with businesses outside Oklahoma?
Yes. Multi-state filings, remote teams and out-of-state property are all routine. The portal means physical location has stopped mattering for this work.