What do I need to get started?
What do I need to get started?
Just your two most recent tax returns, a year-to-date Profit and Loss, and your top 3 goals. That is it.
What if you do not find any savings?
What if you do not find any savings?
If I cannot find at least $10,000 in legal tax savings through our Tax Savings Assessment, your fee is fully refunded. No questions asked.
Do you work with nonprofits?
Do you work with nonprofits?
Yes. Every package includes nonprofit-specific support like Form 990 prep, compliance reviews, and board-ready financial summaries.
Do I have to be in Oklahoma?
Do I have to be in Oklahoma?
No. Everything is virtual. I serve clients in all 50 states through a secure online portal and video calls.
How do I know which package is right for me?
How do I know which package is right for me?
That is what the discovery call is for. We talk about your situation and I recommend the best fit. There is never any pressure to pick a higher tier.