Six Services, One CPA, One Set of Numbers
We provide CPA services in Oklahoma City, Edmond, and Tulsa built around real estate owners and the high earners who invest alongside them, with the strategy work leading and compliance following it. Your bookkeeper and your tax strategist should be the same phone call.
Where Your Situation Fits and What It Costs You to Wait
Start With One Service or Bring Us the Whole File
Some clients arrive with a single question about a property they are closing on next month. Others hand over a decade of returns, three sets of books, and an entity structure nobody has reviewed since it was formed, and both starting points are workable.
Real Estate Tax Strategy
Cost segregation, short-term rental treatment, real estate professional status, 1031 planning, and depreciation timing, coordinated as one strategy.
Tax Planning
Forward-looking work that models your year while the outcome can still be changed.
Tax Preparation
Returns for individuals, S corporations, partnerships, LLCs, and sole proprietors, filed by the people who built the plan.
Bookkeeping
Monthly books kept per property and per entity, the backbone of our real estate accounting services in OKC.
Fractional CFO Services
Cash flow forecasting, lender packages, and acquisition modeling without adding a salaried finance hire.
Entity Structuring
LLCs, S corporation elections, and ownership layers built to hold property correctly, plus cleanup for structures assembled one deal at a time.
Meetings on the Calendar, Not on Request
The Engagement Most of Our Clients End Up In
Our monthly tax advisory services combine the work above into one relationship on one monthly payment: books maintained through the year, returns prepared when they come due, and planning handled continuously rather than in a single spring push. One CPA is responsible for all of it, which removes the gap where a bookkeeper records a transaction one way and a preparer treats it another. Clients who use us for bookkeeping and CFO services in Oklahoma get financial statements that already reflect the tax positions they intend to take.
The meetings are the part people underestimate. Planning meetings are scheduled in advance rather than offered as availability you have to chase, quarterly as a standard cadence and monthly where the complexity calls for it, and they are where acquisitions, dispositions, entity changes, and estimated payments get decided while the year is still open. If your current arrangement means hearing from your accountant once, in April, you are paying for record-keeping and calling it advice.
What Prospective Clients Ask Before Scoping an Engagement
Which Service You Need, and What Happens If You Combine Them
Do I need tax planning, or just tax preparation?
Preparation reports what already happened and cannot change the result, while planning is the work done during the year that determines what the return will say. Real estate owners with any complexity almost always need both, because the strategies that reduce a real estate tax bill require decisions and documentation before December 31. Filing alone is where most overpayment happens.
Can one firm handle both my bookkeeping and my taxes?
es, and it is how we prefer to work. When the same firm maintains the books and files the return, the chart of accounts is built to support the tax positions you are taking, and nothing has to be reconstructed at filing time. It also means one point of contact instead of coordinating between two providers who have never spoken.
What does a CPA actually do for a rental property owner?
The compliance piece is the return and the depreciation schedules, but the value sits in decisions like whether a cost segregation study pays for itself on a given property, how the property should be titled, and whether your losses can offset active income. We also keep the participation and expense records that make those positions hold up. That combination is what accounting services for investors should cover.
What is included in the monthly engagement?
Ongoing bookkeeping, your business and personal return preparation, and scheduled planning meetings, with entity and CFO work added when the situation calls for it. Scope is set after the advisory call so you are paying for the pieces that apply to you. There are no fixed packages to choose between before anyone has looked at your numbers.
How do I find out which services I need?
Take the Zero Tax Blueprint Readiness Survey, which is free, takes under two minutes, and returns an estimated savings figure. On the advisory call that follows, we tell you which services fit and which ones you can skip. If tax planning and preparation in Edmond, OK is all you need, that is what we will quote.
