Year-end is here, and now is the time to optimize your tax strategy before it’s too late. If you haven’t had your year-end tax planning session yet, schedule it now.
Schedule your planning session →
Meet Your Team
Support that helps you stay confident and prepared.
Courtney Ballou
Courtney is your dedicated Client Success Manager and the person you can turn to for anything you need throughout the year. She helps you stay organized, get clear answers, and understand how to use your PaulHood Plan to your advantage. Whether you’re scheduling a meeting, tracking down a document, or just need help figuring out what comes next, Courtney is here to make the process simple and stress-free.
Courtney’s contact information:
→ [email protected]
→ 918-747-7000 ext. 1234
KJ Singson
VP, Sales
Tricia Cagua
VP, Marketing
Brandon Blahnik
VP, Client Experience
Bill Bala
SVP, Finance
Anne Kubek
SVP, People and Operations
Suzi Sosa
President
Financial Check-In
We adapt to your evolving tax and financial needs as we tailor our service to fit your unique goals and dreams.
Year-End Tax Planning
At PaulHood, we become your financial wellness partner as we provide the support and guidance you need when you need it. Your success is our success.
Accounting Consultation
We have been in the industry for 30 years and assure you that our services will give you confidence and peace of mind in your financial health.
Flex Meeting
We uphold the highest standards of honesty, integrity, transparency, and trustworthiness in your every financial endeavor.
PaulHood Plan
Your PaulHood Plan includes four personalized meetings to support you year-round, not just during tax season. Review each meeting type to understand what it covers and schedule the one you need below. If you book more meetings than your plan includes, an additional charge may apply. If you ever need help or aren’t sure which meeting to choose, your client success manager is here to support you.
Book a personalized meeting