Your tax strategy and preparation are key components in your financial plan, whether it’s for business success or growing your personal wealth. Whatever your needs, we’ll handle the details while you focus on the areas of business, or life, that need you most. Your financial peace is our focus.
If your vehicle breaks down, you hire a mechanic. When the sink leaks, you call a plumber. And when it comes to your tax strategy, our professionals are here to offer a specialized service you can’t do on your own.
If you’re a business owner, you give a lot of time and attention to how your organization is run. You started your business because you’re really great at something. You want to solve a problem and meet a need. With our expertise, you can focus on what you’re best at.
Tax strategy is also important for individuals and families. As your wealth grows, there are more details to consider to maximize your returns. We know that taxes can be intimidating. But with our experts by your side, you’ll be educated and well-informed.
When you work with us, you’ll learn that we’re quick to help. There’s no such thing as a foolish question. Our team of professionals understands the nuance of federal and state laws that can be difficult to comprehend. We have the knowledge and expertise to answer any of your questions and make your taxes less overwhelming.
We have multiple service packages, ranging from monthly bookkeeping and financial statement compilation to our full service tax advisory. Each package with its own unique perks and price. When we are looking at your unique tax situation, we can recommend a variety of tax strategies. All strategies have the primary goal of minimizing your taxes through legal & documented methods. Thing we can cover in our tax advisory relationships:
– Maximizing Deductions
– Legal Entity Structure
– Retirement Plans
– Insurance Plans
– Loopholes
– Payroll Services
– Monthly Services
– Tax Preparation Services
– Staying up to date on new tax policies and implementing other niche specific strategies
Taylor Dollens graduated high school at the age of sixteen and completed her master’s degree by the age of twenty-one. She started college as a general business major but wasn’t certain about what path she wanted to pursue. In her first accounting class, Taylor encountered an incredible professor who made the subject fun and engaging. Taylor devoured the course and discovered her passion for accounting. She’s never looked back.
After college, Taylor worked at a few large-scale accounting firms handling Fortune 500 accounts and privately-owned organizations with hundreds of employees. These rigorous jobs required long hours and extensive travel.
When her children were born, Taylor decided to go into business for herself so she could be present with her kids in the most formative time of their lives.
Taylor understands firsthand how financial strategy can empower families and communities. Because of this, she’s passionate about helping clients build a financial legacy for their loved ones. For Taylor, there’s nothing more satisfying than helping clients pursue their goals and provide for their families.
As her firm has grown, Taylor has kept family as her priority. In her new office building, she’s included a space for her kids to play and relax when they need to be close to mom.
Taylor is passionate about empowering women in life and business. She believes in the power women have in families and corporations. Taylor works tirelessly to equip women with the tools and strategy they need to provide for the near future and for a lasting legacy.
Recently, Taylor was nominated and awarded into the OSCPA 2023 Trailblazers Program. The Trailblazer Award is a recognition bestowed upon new CPAs who have exhibited remarkable leadership skills and have played a pivotal role in shaping the CPA profession in Oklahoma. They have demonstrated a commitment to innovation, embracing change, and adapting to an evolving landscape. Each year, the Oklahoma Society of CPAs recognizes individuals who are striving for excellence in the profession with this award.
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