Our History

The success of our business is built upon a long tradition of quality work.


Established in January 2007 to continue to serve Cory's tax and accounting clients.  Cory gained the extensive knowledge and experience needed to comprehensively help clients achieve all their financial goals, tax being one facet of this need, while working for the Comprehensive and Fee-Only financial planning firm of Cain Watters & Associates, PLLC in Dallas, TX. 


Mid 2011 Cory decided it was finally time to return to the Tulsa area, to be closer to his family, and complete the vision that was started in 2007. He dedicated himself building an accounting firm offering the utmost in full service accounting, tax, and Dental Chief Financial Officer (CFO) services for business owners with a specific focus on dental professionals.


New Online Presence

Learn more about our consulting services and current changes in taxation law on our website.


Company news

Contact Us

Contact us with your questions or to schedule an appointment:


Office: 918-948-9142

Fax:    888-406-1558


Or you may use our contact form.



13161 South Memorial

Suite A101

Bixby, OK  74008