fbpx

Tulsa accountants | Financial Distribution

August 24, 2017

Tulsa accountants | Financial Distribution

Give hood and Associates CPAs a call at 918-747-7000. You can schedule a free consultation with us today. Because once you become a client you become like family. We can take care of your federal and state taxes amongst other things. We can become your compass rose in the world of accounting and financing. We are not your rearview mirror. Our staff is up-to-date on current and proposed changes in tax matters through continual research utilizing a variety of resources. Our Tulsa accountants offer planning and tax advice tailored to each and individual or company’s financial situation. We do representation with the Internal Revenue Service on behalf of clients including offers in compromise and other tax problems. We can help you with the state and retirement planning. We have a disciplined investment process that we like to follow.

Because our focus is tax planning our Tulsa accountants advise our clients not to ignore the impact of taxes on their investments. At the same time we are steadfast in our belief that taxes should not drive your investment strategy. Instead your investment strategy should be driven by a well-thought-out plan that provides a clearly defined route you’ll take to reach your destination.

Our Tulsa accountants can help you develop a personalized program tailored to your individual situation. This includes assessment of goals objectives and your risk tolerance. This also is asset allocation modeling and portfolio restructuring. We can diversify assets to manage risk and the impact of taxes and inflation of your investments. Also available is third-party investment firm analysis and selection. We can do ongoing risk management attribution and performance reporting.

Our Tulsa accountants work with you to develop appropriate diversified asset allocation strategies to minimize risk and Max was returned with an emphasis on capital preservation growth and tax efficiencies. We also provide access to institutional money managers the same institutional quality investment oversight that billion-dollar funds received. This helps you benefit from the wisdom of institutional managers whose experience and experience typically is not available to the average investor. Investment strategy can guarantee a profit or protection against the loss.

At hood and Associates CPAs our Tulsa accountants want to prepare you and your family for the unexpected. Give us a call today at 918-747-7000. Would love to schedule a free consultation with you today. Unfortunately we cannot anticipate every turn that life’s journey might take. While no one likes to think about the possibility of long-term illness disability or death preparing for these possibilities is a vital part of ensuring long-term financial independence. As part of our ongoing communications with our clients we discussed contingency plans and targeted saving strategies to help guarantee you and your loved ones are cared for and your legacy protected. As part of this process our Tulsa accountants help you assess the appropriate level of insurance you may require at various times in your life highlighting you gaps that should be addressed. We can determine the optimal time to start thinking about long time care insurance options to meet your needs.

Tulsa accountants | Financial Growth

Schedule a free consultation with hood and Associates CPAs at 918-747-7000. Our Tulsa accountants would love to work with you and become your financial compass in a world of rearview mirrors. We can also do your federal and state taxes. Our staff is up-to-date on current and proposed changes in tax matters through continual research utilizing a variety of resources. We offer planning and tax advice tailored to each individual or company’s financial situation. Our representation with the Internal Revenue Service on behalf of clients includes offers in compromise and other tax problems. We can also do your estate and retirement planning. We have a disciplined investment process that would like to follow.

Because our focus is tax planning our Tulsa accountants advise our clients not to ignore the impact of taxes on their investments. At the same time we are steadfast in our belief that taxes should not drive your investment strategy. Instead investment strategy should be driven by a well thought out plan that provides a clearly defined route you will take to reach your destination.

Our Tulsa accountants can help you develop a personalized program tailored to your individual situation. This includes assessment of goals objectives and your risk tolerance. We want to do asset allocation modeling and portfolio restructuring. We can do diversification of assets to manage risk and the impact of tasks and inflation on your investments. This also includes third-party investment firm analysis and selection. We have ongoing risk-management attribution and performance reporting services as well.

Our Tulsa accountants work with you to develop appropriate diversified asset allocation strategies to minimize risk and the maximum return with an emphasis on capital preservation growth and tax efficiencies. We also provide access to institutional money managers the same institutional quality investment oversight that billion-dollar funds received. This helps you benefit from the wisdom of institutional managers whose experience and expertise typically is not available to the average investor. No investment strategy can guarantee a profit or protection against a loss.

Here at hood and Associates CPAs our Tulsa accountants want to prepare you and your family for the unexpected. Unfortunately we cannot anticipate every turn that life’s journey might take. While no one likes to think about the possibility of long-term illness disability and death we prepare for these possibilities and a vital part of ensuring long-term financial independence. As part of our ongoing communications with our clients we discussed contingency plans and targeted saving strategies to help guarantee you and your loved ones are cared for and your legacy protected.

As part of this process our Tulsa accountants help you assess the appropriate level of insurance you may require at various times in your life highlighting any gaps that should be addressed. We determine the optimal time to start thinking about long-term care insurance options to meet your needs. Contact us today at 918-747-7000, our Tulsa accountants can’t wait to meet you and your family because once you become our client you become like family.