Business Details
28 Years
experience
Trusted Accounting Services in Tulsa
Established in 1998, our firm has dedicated itself to providing comprehensive accounting, bookkeeping, and tax planning solutions tailored to small businesses, individuals, and nonprofit organizations. With decades of combined experience, including hands-on expertise from working in family-owned CPA firms, we prioritize client success by handling complex financial tasks so you can focus on your core operations. Our services extend beyond traditional accounting to include strategic tax planning, QuickBooks support, financial statement assurance, and business consulting, ensuring we address both immediate needs and long-term growth. Backed by certifications such as Certified Public Accountant (CPA) and memberships in professional organizations like the American Institute of CPAs, we emphasize transparency, personalized service, and ethical standards.Our teams deep understanding of federal and state tax codes, coupled with a commitment to continuous education, allows us to deliver actionable insights that minimize liabilities and maximize efficiency. Clients consistently highlight our ability to simplify complex financial concepts, provide timely support, and act as trusted advisors in navigating regulatory challenges. Whether you require outsourced accounting for a family office or guidance through IRS audits, our mission remains to build lasting partnerships grounded in reliability and expertise.
Services
Tax Services
Bookkeeping
Accounting System Setup
Financial Statement Review
Tax Planning
IRS Audit Representation
Business Consulting
Payroll Services
Estate Tax Planning
QuickBooks Support
Details
- Year established: 1998
Highlights and features
- We offer personalized tax strategies to minimize your tax burden.
- Our team provides QuickBooks support and customized accounting system setup.
- We specialize in IRS audit and collections representation.
- Our CPA-certified professionals deliver tailored financial statement assurance services.
- We combine 25+ years of experience with a focus on small business needs.
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Great advice
Exceptional Job
Top Notch
Trustworthy professional
Excellent service
Services
Tax Services
We provide comprehensive tax solutions ranging from individual returns to complex business filings. Our expertise in federal and state tax codes ensures compliance while minimizing liabilities through strategic planning. Clients benefit from personalized guidance tailored to their unique financial situations.
Bookkeeping
Customized bookkeeping services include full-charge support and QuickBooks optimization. We streamline financial processes to deliver accurate, real-time data, enabling informed business decisions while reducing administrative burdens for small business owners.
Financial Statement Review
Our CPA-certified team performs financial statement reviews and compilations to ensure accuracy and regulatory compliance. These services provide businesses with reliable insights into their financial health, supporting strategic decision-making and stakeholder reporting.
Business Consulting
We offer tailored business consulting for mergers, acquisitions, and operational efficiency. Our consultants analyze financial systems and develop growth strategies, helping businesses align performance metrics with long-term objectives.
IRS Audit Representation
Our firm specializes in IRS audit and collections representation. We advocate for clients during audits, resolving disputes and negotiating payment plans to reduce tax liabilities while ensuring compliance with federal regulations.
People
Preston B. Smith
Owner, CPA
Certified Public Accountant with 25+ years of experience in Tulsa. Specializes in small business tax strategy, QuickBooks integration, and IRS audit defense. Holds a BBA in Accounting from Langston University and serves on multiple civic boards.
Kimberly A. Smith
Bookkeeping
Experienced bookkeeper with expertise in accounting software and small business operations. Provides full-charge bookkeeping support and leverages QuickBooks proficiency to streamline financial processes for clients.
Kaylee Pace
Certified Public Accountant
CPA offering tax preparation and planning services. Focuses on individual and business compliance, ensuring accurate filings across federal and state jurisdictions while optimizing deductions.
Steve Creed
Certified Public Accountant
Experienced CPA assisting with complex tax returns and financial reporting. Provides strategic guidance for small businesses navigating multi-state tax regulations and compliance requirements.
Claude Roberts
Director of Business Development
Leads client acquisition efforts while leveraging industry connections to expand service offerings. Focuses on building relationships with small businesses and nonprofits in the Tulsa area.
Questions
What tax services do you offer for small businesses?
We provide comprehensive small business tax services including return preparation, multi-state filings, payroll tax compliance, and strategic planning to minimize liabilities.
Do you support QuickBooks accounting software?
Yes, we offer QuickBooks setup, troubleshooting, and training to ensure accurate financial tracking and reporting for your business operations.
Can you help with IRS audit representation?
Our firm specializes in IRS audit defense, representing clients during examinations and negotiating resolutions for tax disputes or collection issues.
What areas do you serve?
We primarily serve Tulsa, Bixby, Broken Arrow, Jenks, and surrounding Oklahoma areas for both individual and business accounting needs.
Do you offer bookkeeping services?
Yes, we provide customized bookkeeping solutions ranging from full-charge services to advisory support for maintaining accurate financial records.
What experience do you have with nonprofit organizations?
We have extensive experience handling accounting and tax compliance for small nonprofits, including 990 filings and financial reporting tailored to their unique requirements.
