Checotah, Oklahoma

Joe Heard, CPA

Joe Heard, CPA

711 SW 1st St
Checotah, OK 74426
(918) 473-1492
Joe Heard, CPA, Certified Public Accountants, Finance, Checotah, Oklahoma

Whether you’re preparing to file your income taxes or are a business owner needing business consulting services, working with an experienced accountant will ensure your financial security. The professional team at Joe Heard, CPA in Checotah, OK, has more than 15 years of experience providing superior accounting services to local clients.

If you’re preparing to file your annual taxes and need help sorting through the available credits and deductions, they’re ready to help you receive your largest refund possible. They will also assist you with estate and retirement planning to ensure your family will be provided for after you’re gone.

If you’re thinking of starting a new business or you already have an established company, the accountants provide business consulting services and will offer advice through every stage of the life cycle of your business. From selecting the right business structure to planning who will take over the company after your retirement, they have a wealth of knowledge to assist you in making the right decisions for your business. In addition, they provide services to ensure your day-to-day operations run smoothly, from payroll service to bookkeeping.

Regardless of your circumstances, their team is committed to building a lifelong partnership to help you achieve your financial goals. Whether you need personal or business accounting advice, their team will always be ready to help.

When you need an honest, trustworthy accountant, contact the expert team at Joe Heard. Call the firm today at (918) 473-1492 or contact them online to schedule your free initial consultation.

Announcements & Events from Joe Heard, CPA
Who Can You Claim As A Dependent?, Checotah, Oklahoma
Filing taxes can be confusing, especially when it comes to claiming dependents. While it’s best to consult professional tax return preparation services, here is an overview of how to...read more
Do’s & Don’ts of Payroll Management for Small Businesses, Checotah, Oklahoma
If your small business has employees, then payroll management is an important aspect of your operations. Most small business owners don’t have much experience with this type of bookk...read more
3 Bookkeeping Tips for Small Business Owners, Checotah, Oklahoma
While you might have the technical expertise and marketing prowess to build a successful small business, managing the books is difficult for most entrepreneurs. Unfortunately, bookke...read more
5 Common Budgeting Errors Businesses Make, Checotah, Oklahoma
For start-ups, business budgeting can be relatively new territory. The first few years are pivotal for any new company, so it’s crucial to have a plan. Without experience, it’s easy ...read more
4 Types of Financial Investments, Checotah, Oklahoma
Whether you’re an experienced trader or just starting out, knowing what type of investments to secure can be intimidating. Your choices are likely to be guided by the financial marke...read more
Because everyone’s financial situation and long-term goals are unique, there’s no one-size-fits-all approach to retirement planning. There are, however, a few tips that eve...read more
Not everyone understands the complicated process of tax return preparation. Some tend to confuse returns with refunds, which often leads to costly mistakes. Use this guide ...read more
Thinking ahead and retirement planning can be challenging and even daunting for young professionals. However, it’s necessary for the sake of your future security and c...read more
An efficient payroll system is about more than just paying your employees on time. Many companies run into tax trouble when they make mistakes, and if you handle accounting services ...read more
From coast to coast, individuals rely on Uber, Lyft, and similar companies for fast and convenient transportation. If you drive for one of these ride-sharing apps, you might be wonde...read more
From client lunches to rental cars, business travel expenses run the gamut. Knowing which ones you can claim as deductions on your business tax return can help you remain compliant. ...read more
Most states require businesses to collect sales tax on nearly all transactions, which can be incredibly time-consuming and confusing. New entrepreneurs are often unsure of which prod...read more
Tax return preparation can be confusing, especially when claiming dependents. When assessing the best way to file your taxes, it’s best to consult professionals, but here’s...read more
One of the first decisions you’ll make when starting a new business is also one of the most important: choosing a corporate form or sole-proprietorship. Whether you decide to start a...read more
Those who are busy with the day-to-day responsibilities of running a company may not give their business tax return much thought until tax season has already arrived. However, w...read more
You don’t have to be an accountant to be curious about tax laws. They impact every American, though they're rarely the same from year to year, making it tough to keep up. With t...read more
If you’re married, you can file your taxes by submitting a joint return or filing them individually. While most couples choose to combine incomes, credits, and deductions d...read more
Most people don’t look forward to filing their taxes, but if you anticipate owing money, tax season can be especially stressful. Fortunately, knowing there are several deductions ava...read more
The biggest events of our lives are rarely self-contained. Their effects spread out to other areas we might not have considered—like tax return preparation. If 2019 is nota...read more
No one likes to contemplate their own passing. And yet, without having an estate plan in place, your assets will be distributed according to state law, rather than your own wishes, a...read more
You’ve worked hard to build your business. When the time comes to plan your exit, you naturally want to choose the strategy that will provide the greatest gains. A business cons...read more
The Tax Cuts and Jobs Act that was signed into law in 2017 has only begun to take effect this year—meaning this will be the first time it will impact your tax return preparation...read more
Deductions are a crucial component of the tax code, allowing Americans to minimize their liability by reducing their total amount of taxable income. In most cases, they are base...read more
When most people think of “identity theft,” the first image that comes to mind is an unscrupulous data thief using stolen information to apply for loans and credit cards in someone e...read more
If you’re self-employed or run a business that needs to itemize deductions, a tax consultant can be a tremendous asset. From organizing your finances to finding ways to minimize...read more
Even the most experienced business owners have gaps in their knowledge that could be keeping their company from reaching its full potential—whether that be accounting or the lat...read more
Payroll is one of the most frustrating, challenging, and time-consuming chores of running your own business, even for experienced entrepreneurs. Not only does it involve issuing payc...read more
If you’re an independent contractor or business who hires freelancers, you may know that tax forms can be confusing. For instance, understanding the difference the between W9s and 10...read more
When you're running a new business, it can be overwhelming to keep up with employees, finances, and everything in between. While outsourcing some parts of the business might not...read more
In 2017, Congress passed a sweeping overhaul of the U.S. tax system, with changes that will likely impact almost every taxpayer in the country. Unfortunately, the complexity of these...read more
Now that tax season is behind us, many people question whether they’ll need the assistance of an accountant soon. Along with tax return preparation, accountants perform a n...read more
When it's time to file income tax returns, the fear of paying a tax bill causes some people to procrastinate or not file at all. The encouraging news is there are a number of ways to...read more
Every business owner fulfills a variety of roles, playing customer service agent one day and maintenance technician the next. However, when it comes to your finances, some tasks shou...read more
Do you own a small business? If so, you may have already set up your annual business tax return preparation meeting with your accountant. To stay organized, consider having a li...read more
Are you putting off your preparation for the 2018 tax season? While tax return preparation may seem daunting, taking certain steps before visiting a qualified accountant is essential...read more
As a business owner, you’ve developed a concept, brought it to life in the real world, and are seeing steady growth the longer your company is around. However, even if you’re happy w...read more
If you’ve worked hard to build wealth, you may know exactly how it should be distributed after you’re gone. Without a carefully written will and the guidance of a skilled profes...read more
For those who've chosen to leave the traditional working world to freelance, the transition can be liberating. However, what comes with that new sense of independence is being respon...read more
Did you know that giving someone a gift may require you to file a gift tax return and possibly pay taxes? It can be confusing knowing what types of gifts are taxable, but it’s import...read more