TO GET CORONAVIRUS INFORMATION PLEASE GO TO THE "MORE" TAB ABOVE AND CLICK COVID-19 FOR UPDATES

We have moved to our new location.  We have acquired a larger building to accommodate our growth.  Our new location has the same easy front door access to our lobby.  Our phone and fax numbers remain the same: 918-627-7232  FAX 918-665-1895.

4554 S. Harvard Ave., Tulsa, Oklahoma 74135                                                         

Where comprehensive personal service is our commitment to you.  We are dedicated in providing the highest quality financial and tax advisory services for individuals, businesses, estates and trusts, and non-profit organizations for twenty years.

Our website is designed to save you time and provide you with valuable information.  Our goal is to help you succeed in both your business and your personal life.

Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
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2019 Tax Considerations

Standard Mileage Rates for 2019

(Business - 58 cents) (Medical and Moving - 20 cents) (Charity - 14 cents)

Mileage logs need to be kept as accurate as possible.  There are several apps out there now that can assist with this.

Private Mortgage Insurance

President Trump passed a bill on February 9, 2018 approving Private Mortgage Insurance to be a deduction retroactive to January 1, 2018.  Link to information on the bill: http://bit.ly/2CvMvQ5

2019 Tax Return Due Dates -  

THE IRS AND OKLAHOMA HAVE DELAYED THE TAX PAYMENT AND TAX FILING DEADLINE

The payment and filing deadline has been extended from April 15th to July 15th (Due to the Coronavirus)

No penalties and interest will be charged during this additional time.

If we did your return the previous year, we will automatically send in an extension.