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  • What We Do
  • Who We Are
  • Who We Serve
    • Chiropractors
    • Dentists
    • Business Startups
  • Resources
    • Resources Library
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
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Client Forms

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New Postmark Change Impacts Tax Filings, Extensions, and More

A quietly released USPS postmark change update is changing how postmark dates are defined and applied, creating real problems for taxpayers.

Read more about New Postmark Change Impacts Tax Filings, Extensions, and More ➞
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Social Security Changes in 2026: What Retirees and Workers Need to Know

As 2026 begins, several updates to Social Security rules and benefits are taking effect, such as the full retirement age is now 67 for anyone born in...

Read more about Social Security Changes in 2026: What Retirees and Workers Need to Know ➞
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Retirement Savers Be Warned: A Tax Break Has Disappeared in 2026

For years, workers nearing retirement could decide whether to take the immediate tax break of pretax savings in their 401(k) plans or build tax-free i...

Read more about Retirement Savers Be Warned: A Tax Break Has Disappeared in 2026 ➞
frustrated woman sitting in front of laptop in kitchen

Separate business and personal finances (without losing your mind)

January is the perfect time to separate business and personal finances. New accounts, clear habits, and less chaos all year long.

Read more about Separate business and personal finances (without losing your mind) ➞
A student wearing a graduation cap with her parents on campus.

How self-employed parents can turn college costs into tax deductions

Tuition, rent, groceries, phone plans, insurance… If your child is in college, you're probably already helping cover some of those expenses—and feelin...

Read more about How self-employed parents can turn college costs into tax deductions ➞
A man's fingers pushing buttons on a calculator.

Make the most of year-end

As we enter the last quarter of the year, many people begin thinking about holiday plans, charitable giving, or closing out the books—but this is also...

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From the firm: Year-end opportunities

As year-end approaches, we're sharing practical strategies to help you finish strong and start 2026 with confidence. Discover actionable strategies fo...

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New Year's Resolution: Clean out the deadweight

The fastest path to profitability isn't always adding more. It's cutting what holds you back. We’ll show you how to eliminate forgotten subscriptions,...

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Accountant using a calculator on a very messy desk with lots of papers and post-it notes.

How to avoid the year-end tax scramble

Stop the year-end tax scramble. Smart business owners plan quarterly, time purchases strategically, and leverage tax-advantaged benefits year-round. S...

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A person using an ipad to check off items on their tax to-do list.

Your year-end tax checklist: Keep more of what you earned

Before December 31, you have your biggest opportunity to reduce your tax bill. Our year-end checklist covers essential deductions, strategic timing mo...

Read more about Your year-end tax checklist: Keep more of what you earned ➞
A large family gathered around the thanksgiving table taking a selfie.

Enjoy the holidays (without your business falling apart)

Many small business owners don't shut down for the holidays; they just panic quietly. This year, try something radical: enjoy time off without spirali...

Read more about Enjoy the holidays (without your business falling apart) ➞
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What's your year-end planning personality?

Are you an Overachiever, Steady Planner, or Spontaneous Entrepreneur? Take our quick 5-question quiz to discover your year-end planning personality an...

Read more about What's your year-end planning personality? ➞

Building a resilient team culture through the holiday season

The holiday season can be a tipping point for employees, influencing whether they decide to stay or leave. Read on to learn how you can build a resili...

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A small business owner looking at his computer and phone reviewing financial data.

Making the move to subscription-based pricing

Unpredictable cash flow? This guide shows small businesses how to implement subscription pricing for stable monthly revenue. Includes industry example...

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3 ways businesses are thinking small to win big next year

Small businesses are thinking small to win big! Discover how focusing on specialized tools, deep community relationships, and flexible work creates co...

Read more about 3 ways businesses are thinking small to win big next year ➞
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2801 S. Bryant Ave.
Edmond, OK 73013

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