Business Details
50+ Years
experience
Your Trusted Accounting Partner in Tulsa, OK
Established in 1975, Morse and Co. and Co. has built a reputation as a trusted Certified Public Accounting firm serving clients in Tulsa, Oklahoma. Our team of seasoned professionals delivers tailored accounting, tax, audit, and consulting services designed to meet the unique needs of individuals and businesses across diverse industries. With decades of collective experience, we prioritize personalized attention and proactive solutions to help clients navigate complex financial challenges. Our investment in advanced tax preparation and research software ensures accuracy and efficiency in every service we provide. We specialize in serving industries such as oil and gas, construction, healthcare, and nonprofit organizations, offering expertise in areas like business succession planning, estate planning, and government compliance.Our commitment to excellence is reflected in our partnerships with leading professional organizations, including the American Institute of Certified Public Accountants and the Oklahoma Society of Certified Public Accountants. We approach every client relationship with transparency, integrity, and a focus on long-term financial success. Our team actively engages in continuous education to stay ahead of evolving tax laws and industry standards. By combining technical expertise with a client-first philosophy, we aim to be a strategic partner in our clients' financial growth. Whether you require audit services, tax planning, or business consulting, our firm is dedicated to delivering results-driven solutions that align with your goals.
Services
Accounting Services
Tax Planning
Audit Services
Consulting Services
Estate Planning
Details
- Year established: 1975
Highlights and features
- We offer decades of experience in accounting and tax services for diverse industries.
- Our team provides personalized attention and proactive financial solutions.
- We specialize in tax planning to minimize liabilities using current law developments.
- Our investment in advanced tax preparation software ensures accuracy and efficiency.
- We maintain partnerships with leading professional accounting organizations.
Associations and certifications
- American Institute of Certified Public Accountants
- Oklahoma Society of Certified Public Accountants
Services
Accounting Services
Our accounting services include bookkeeping, payroll management, and sales tax preparation tailored to businesses. We use leading software to ensure accurate financial records and compliance. Our team helps streamline daily operations for industries like manufacturing, real estate, and professional services.
Tax Planning
We offer strategic tax planning to minimize liabilities for individuals and businesses. Our experts analyze current tax laws to develop customized strategies for corporations, partnerships, and high-net-worth individuals. Services include estate tax planning and multi-state compliance solutions.
Audit Services
Our audit services provide independent examination of financial statements for nonprofits, government entities, and corporations. We conduct employee benefit plan audits and agreed-upon procedures to ensure regulatory compliance and transparency in financial reporting.
Consulting Services
We deliver consulting services for business entity selection, succession planning, and financial strategy. Our advisors help clients choose optimal business structures, develop retirement plans, and implement financial security strategies tailored to their long-term goals.
Estate Planning
Our estate planning services help clients organize asset transfer to beneficiaries while minimizing tax burdens. We assist business owners with succession strategies and create plans that ensure financial security for surviving family members through trusts and legal frameworks.
People
Tim Roberts
Partner
With 35+ years in auditing and taxation, Tim specializes in nonprofit organizations, oil and gas, and construction industries. He provides expert guidance on tax compliance and business operations.
Lisa M. Anderson
Partner
Lisa has 17+ years of experience in tax compliance, business valuation, and divorce financial analysis. She delivers strategic consulting services to diverse clients seeking financial clarity.
Mel Rippy
Partner
Mel brings 30+ years of public accounting and government compliance expertise. He focuses on oil and gas, real estate, and multi-state tax regulations for corporate clients.
Sue Bement
Partner
Sue has 15+ years in tax advisory services for oil and gas, real estate, and manufacturing sectors. She holds the Chartered Global Management Accountant designation for strategic financial planning.
Jason Cobb
Partner
Jason specializes in nonprofit audits and tax consulting with 10+ years of public accounting experience. He chairs the Small Firm Practitioners Committee for Oklahoma CPAs.
Questions
What services does Morse and Co. and Co. and Co. offer?
We provide accounting, tax planning, audit services, consulting, and estate planning tailored to individuals and businesses.
Which industries does Morse and Co. and Co. and Co. specialize in?
We serve oil and gas, construction, healthcare, nonprofit organizations, real estate, and professional services sectors.
How does Morse and Co. and Co. and Co. ensure tax compliance?
Our team uses advanced software and expertise in current tax laws to ensure accurate filings and strategic planning.
Can Morse and Co. and Co. and Co. assist with business succession planning?
Yes, we help develop strategies for smooth business transitions and continuity planning.
