Insightful Tax & Advisory Services

Insightful Tax & Advisory Services is an accounting practice in Edmond, Oklahoma that combines accounting, consulting and tax work in one firm. It stresses year-round tax planning instead of a single return at the end of the year. Owners can deal with one team rather than several separate advisers.

Services

• Accounting: day-to-day bookkeeping, compiled financial statements, and budgets with forward projections.
• Consulting: moving to a new accounting system, support for firms buying a company, valuing a business, and reviewing financial and operational performance.
• Tax planning: proactive strategy across the year to make use of deductions, credits and entity structures.
• Tax preparation and resolution: filing returns and dealing with tax problems.
• Entity and investment structuring: setting up the right structure for one or several businesses.

Who it serves

Business owners, entrepreneurs, self-employed and 1099 professionals, real estate investors and clients with several entities or high net worth.

Key facts

• Based in: Edmond, Oklahoma, United States
• Service model: year-round support with a free introductory consultation offered
• Focus: Oklahoma businesses and investment-minded clients