Broker Check

Forms & Links

For your convenience we have provided the following downloadable forms to help you organize your tax data.  Please reach out to us if you have any questions, we are here to make filing your tax return as stress free as possible. 

Secure Portal Access

Our secure portal allows us to protect your personal information while also making sending and receiving documents quick and convenient.  If you would like a SecureDrawer login set up for you, please call or email our office. 918-254-5525 or and we will be happy to assist you.

Access SecureDrawer

Easy Payment Option

Pay your bill quickly and conveniently using Square.  Payments made via this link are for tax and accounting services only.  Investments cannot be funded in this manner.  If you have any questions, please call our office 918-254-5525

Pay Now

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know.

Market News

Financial Calculators

Stock Information

Market Information

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.