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Tulsa Office

7335 South Lewis Ave Suite 306
Tulsa, OK 74136

Mesa Office

2929 North Power Road Suite 101
Mesa, AZ 85215

Tax Strategies

Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift and various state, excise and sales taxes can take a real toll on your wealth. Our team of experienced professionals can help coordinate the various aspects of your financial plan to maximize tax-efficient strategies in line with working toward your overall financial goals.