Tulsa accountants | financial independence

Hood & Associates CPAs, PC


August 24, 2017

Tulsa accountants | financial independence

Here at hood and Associates CPA we have three locations. What is in Bartlesville at 1821 SE. Washington Blvd., Bartlesville, some 4006. The phone number is 918-336-7600. We have a Tulsa office at 2727 E. 21st St., Suite 600 Tulsa, OK 74114. In college at 918-747-7000. And finally we have a Claremore location at 323 W. 1st St., Claremore Oakland 74017. The phone number is 918-341-1930. Schedule your free consultation with us today.

Where your compass rose in accounting we are not your rearview mirror. We are a very proactive agency to help you with all of your financial needs. 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 individual or company’s financial situation. Our Tulsa accountants have representation with the internal revenue service on behalf of clients occluding offers in compromise and other tax problems.

We can do stay in retirement planning for you and your family. Our tax accountants have a disciplined investment process that they like to follow. Because our focus is tax planning we advise our clients not to ignore the impact of taxes on their investments. At the same time we are steadfast in our belief that Texas 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 will take to reach your destination.

Our Tulsa accountants can help you develop a personalized program tailored to your individual situation. This may include asset goals objectives and your risk tolerance. We may asset allocation modeling portfolio structuring for your individual needs. We diversify assets to manage risk and the impact of taxes and inflation on your investments. Our Tulsa accountants have third-party investment firm analysis and selections. We also have ongoing risk-management attribution and performing reports. We work with you to develop appropriate diversified asset allocation strategies to minimize risk and maximize return with an emphasis on capital preservation growth and tax efficiencies.

Our Tulsa accountants also provide access to institutional money managers the same institutional quality investment oversight that billion-dollar funds received. This helps you benefit with 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 the loss.

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 can determine the optimal time to start thinking about the long-term care insurance options to meet your needs. Give us a call today at 91874770002 book a free consultation with us today. We treat our clients as though they were family.

We also demonstrate the portability of various options as well as the role that insurance may play in helping you accumulate and preserve your wealth. Our Tulsa accountants know that the guarantees of annuity are based on the claims paying ability of the issuing insurance company.