Direct and Hands-On Audit & Attestation, Bookkeeping, and Tax Services. Big Results in One Small Firm.
Our Services & Who We Serve
We offer a wide-range of services that we are certain can be tailored to fit your personal or organizational needs
Auditing
Through our years of experience, we offer financial statement audits of NFPs and governmental entities, with a special focus on school districts
Bookkeeping
Our familiarity with a variety of organizations will allow us to serve the bookkeeping needs of your small business
Tax Preparation
We are committed to staying up-to-date on the ever-changing tax landscape and offer virtual tax preparation for a wide breadth of entities for your convenience
Individuals & Families
Non-Profit Organizations
Small Businesses
Governmental Entities
Public Schools
Water Districts
Meet Our Team
We are a close-knit organization, and so our staffis looking forward to
building fruitful and personal working relationships with you going forward!
Drew Kimble
Principal
Drew graduated from the University of Oklahoma in 2019 with a Bachelor's Degree of Business Administration and a Master's of Accountancy. After earning the Gold Honorable Mention Medal for high marks earned during the CPA exam, he began his practice in Tahlequah and has served his community since. His proudest achievement is marrying the love of his life in 2022!
Lori Kimble
Staff
Lori graduated from Northeastern State University with a Bachelor's Degree of Accountancy. Since then she has become a skillful accountant with 20+ years of experience. Lori is married with 3 beautiful kids and lots of dogs!
Service Pricing
Income Tax Preparation
Individuals
From $250
- Form 1040
- Related Forms, Schedules & State Return(s)
Non-Profit
From $750
-
Forms 990 or 990-EZ
- Related Forms, Schedules & State Return(s)
Corporation/Partnership
From $750
-
Forms 1120, 1120-S or 1065
- Related Forms, Schedules & State Return(s)
Past Due Tax Returns
Custom Pricing
- Consultation & Retainer Required
Our starting pricing is based on the simplist level of complextiy of the respective returns. After consultation and in-take, we will estimate the additional amount of fees, if any, to be charged.
Bookkeeping & Accounting
Business Essentials Plan
From $600/Month
Year-round Tax & Accounting Support for Small & Growing Businesses
Bookkeeping & Accounting
- Monthly Bookkeeping & Accounting
- Quarterly Financial Reports
- Year-end Bookkeeping Clean-up & Adjustments
- QuickBooks Online Setup & Monitoring
- Payroll Setup With Third-Party Provider
- Booking & Monitoring of Payroll
Taxes & Business Filing
- Business Income Tax Return
- Individual Income Tax Return
- Sales Tax Returns
- Quarterly Tax Estimates & Projections
- Tax Planning & Advisory
- Forms 1099 & W2
Support & Communications
- Letters & Notices Support
- Year-round Access Via E-mail or Phone
Consultation required - fees are based on the complexity
of the business. We exclusively use Quickbooks Online.
Non-profit Essentials Plan
From $600/Month
Year-Round Tax & Accounting Support for Small & Growing Businesses
Bookkeeping & Accounting
- Monthly Bookkeeping & Accounting
- Quarterly Financial Reports
- Year-end Bookkeeping Clean-up & Adjustments
- QuickBooks Online Setup & Monitoring
- Payroll Setup with Third-Party Provider
- Booking & Monitoring of Payroll
Taxes & Business Filing
- Non-Profit Income Tax Return
- Financial & Tax Advisory
- Forms 1099 & W2
Support & Communications
- Letters & Notices Support
- Year-round Access Via E-mail or Phone
Consultation required - fees are based on the complexity
of the business. We exclusively use Quickbooks Online.
Audits, Reviews & Compilations
Financial Audits
Custom Pricing
Highest Level of Assurance & Required For Many Organizations
We offer audits of the following organization types:
- Governmental
- School Districts
- Water Districts
- Authorities
- Towns & Cities
- Conservation Districts
- ...and many others
- Non-Profits
Consultation required - fees are based on the complexity
of the entity.
Reviews
Custom Pricing
Limited Level of Assurance Sometimes Needed for Small Organizations
We offer reviews of the same entity types as our audits.
Consultation required - fees are based on the complexity
of the entity.
Compilations
Custom Pricing
Financial Statement Preparation With No Assurance
We offer compilations of the same entity types as our audits and reviews.
Consultation required - fees are based on the complexity
of the entity.
Bookkeeping & Accounting
Contacts
Address:
Phoenix Professional Building
104 S. Muskogee Ave
Tahlequah, OK 74464
Phone:
+1 (539) 210-2613
Email:
[email protected]
Fill out and submit the form below if you would like us to reach out to you regarding our services
