For more information about any of our services contact us at 405.843.5311, or at firstname.lastname@example.org.
Services for Business
Our clients are entrepreneurs. They are people of both ideas and ideals. They are diverse. And their needs are just as diverse. To help our clients accomplish their goals, we offer a wide range of expertise in areas ranging from traditional compliance to forward thinking planning and advisory services grounded in more than 35 years of CPA experience.
Some of our service areas for businesses include:
(Please click on the links below for more information)
Services for Individuals and Families
Less than half of individual filers work with a CPA for tax preparation and planning. Fewer still get professional advice for funding things like retirement, long-term care needs or education expenses. Yet most people can benefit from a relationship with someone who can help them be on the lookout for tax savings, as well as plan for the future. And, they can benefit even more from a firm committed to multi-generational relationships with families and familiarity with their plans for the future.
With frequent changes in gift and estate taxes, and with all the retirement planning options available, how do you stay on top of your finances to ensure you are meeting your goals - today, tomorrow and for generations to come?
You can't control everything, but you can manage how those things you can't control affect you. The professionals at Wilsey Meyer Eatmon Tate will partner with you to maintain your solid financial ground.
Some of our services to individuals and families include: