Contact Us
Address:
6100 S. Yale Ave.,
One Warren Place, Suite 1010
Tulsa, OK 74136
Business Hours:
Monday through Friday
9 a.m. to 5 p.m. CST
✨ Who We Serve Best
We partner primarily with individuals earning $100,000 in 1099 income, or a mix of 1099/business and W‑2 income. This structure gives us the flexibility to implement advanced, proactive tax strategies that can meaningfully reduce your tax burden.
⚠️ A Note About W-2 Income
If your income is solely W-2, our model may not be the best fit. While we appreciate the opportunity to speak with everyone, W-2 income alone presents fewer tax planning opportunities under our proactive tax planning approach.
🔍 What We’ll Cover During the Call
This conversation goes beyond taxes—it’s about building a smarter, more intentional financial foundation. We’ll walk through:
- Your current or future passive income plans: (short‑term rentals, long‑term rentals, or other investments)
- Your financial vision: What you’re aiming for, what’s getting in the way, and what “next level” looks like for you
- An introduction to our Strategic Tax Blueprint: The framework we use to help high‑earning professionals legally reduce taxes and keep more of what they earn
Please note: this call is not intended to provide tax advice or financial guidance, but rather to assess whether our services would be beneficial for your needs.
You work hard for your income—your tax strategy should work just as hard to protect it. If any questions come up before our call, feel free to reach out anytime.
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