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  • What We Do
  • Who We Are
  • Who We Serve
    • Chiropractors
    • Dentists
    • Business Startups
  • Resources
    • Resources Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Blog
Get In Touch

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Select online apps from the list at the right. You'll find everything you need to conduct business with us.

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Dext Prepare

Client Forms

A stethoscope on 20 dollar bills.

Business Summer Health Check In

Summer tends to bring a natural pause to the year, but for business owners, this season offers more than just a chance to recharge.

Read more about Business Summer Health Check In ➞
A newly married couple holding hands and laughing at a wedding.

Navigating tax changes after marriage or divorce

Significant life milestones like weddings, moves, and sometimes separations bring more than emotional shifts—they can significantly impact your taxes.

Read more about Navigating tax changes after marriage or divorce ➞
A sign that says Tax Deadline.

Smart tax strategies for April

With the March 15 deadline for S corporations and partnerships behind us, it's time to shift focus to the next big tax date: April 15. This deadline a...

Read more about Smart tax strategies for April ➞
Male and female hands, calculator, pen and papers.

Business tax filing and extensions

Tax season for businesses comes with hard deadlines and important decisions. Filing on time is crucial, but if you need more time, extensions can help...

Read more about Business tax filing and extensions ➞
A woman holding receipts in one hand with her other hand on her head.

What taxes do employees pay?

Regarding taxes, most employees only see a portion of the process—the amount deducted from their paycheck.

Read more about What taxes do employees pay? ➞
A person handing another person a check.

Solve payroll problems by creating a separate account

Managing payroll is one of the most crucial tasks for business owners, and unfortunately, it is an area where things often go wrong.

Read more about Solve payroll problems by creating a separate account ➞
A man looking at papers with his hand on his forehead.

Year-end tax tips: Don't forget your oil change

As the end of the year approaches, ensuring that you're on top of your finances, especially regarding tax preparation, is essential.

Read more about Year-end tax tips: Don't forget your oil change ➞
Four business professionals posing for a photo.

Understanding business formations

When starting a business, one of the most important decisions you'll make is how to structure it.

Read more about Understanding business formations ➞
A cartoon of a man holding a sign saying tax with another person running away.

Tax collections are back

As we settle into October, it's worth looking back at something significant that happened last month: the IRS and the State of Oklahoma decided it was...

Read more about Tax collections are back ➞
A hand holding a zero.

What is your personal financial "zero?"

Everyone has a unique relationship with money, and within that relationship lies a simple yet profound concept: a personal financial "zero."

Read more about What is your personal financial "zero?" ➞
A flower shop employee holding a clipboard and a rose.

The balancing act: managing a business and a family

Two of the most rewarding things I have ever done? Parenting, and running a business.

Read more about The balancing act: managing a business and a family ➞
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Cybersecurity for ever stage of your business

Cybersecurity may not be the first thing that comes to mind when considering your financial management, but it quickly becomes paramount to your overa...

Read more about Cybersecurity for ever stage of your business ➞

Your guide to financial preparedness for disasters

June heralds the height of disaster preparation season, following the reminders of National Wildfire Awareness Month and National Hurricane Preparedne...

Read more about Your guide to financial preparedness for disasters ➞
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10 questions your CPA should be asking

Finance can feel complicated and overwhelming, but it doesn't have to be that way. When you have a proactive accountant who is focused on your goals.....

Read more about 10 questions your CPA should be asking ➞

Using your taxes as a tool

April brings with it not just the blossoms of spring but also the critical moment for us to look back at our taxes, reflect on the past year, and plan...

Read more about Using your taxes as a tool ➞
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Contact Us

Edmond Office

2801 S. Bryant Ave.
Edmond, OK 73013

p:  (405) 341-7044

f:  (405) 341-1482

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