Company overview

Helping people who deserve better take control of their financial future: transforming once-a-year tax prep into year-round financial confidence so families, businesses, and legacies can thrive for generations.
Founded in 1992
Bartlesville, Oklahoma, USA
130 employees (3 in marketing)

Salaries

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People

Headcount trend

Company growth over the last 12 months

Headcount +6.6% year over year

Audience

Monthly website visitors
5.8K
Month over month0%
Quarter over quarter0%
Top sourceDirect (38.4%)
Ad budget per month$151.9K
Average search rank57.2
Traffic source mix
Direct
38.4%
Search
15.8%
Social
10.5%
Referral
3.6%
Paid referral
0.8%

LinkedIn followers

Follower count and growth

Total followers

3.1K

12-mo growth

+139.3%

Monthly growth

+1%

News

Links