Broker Check

Your trust. Our expertise.

Because your family’s financial well-being is our top priority, we want to help you feel supported at every stage—not just by us, but by the trusted professionals you may need along the way.

These are independent professionals our clients often work with—handpicked for their quality but not affiliated with Baxter & Associates or Osaic Wealth.  

CPA SERVICES
Cook CPA, LLC

Local Expertise. Global Perspective.
Cook CPA is a Wichita-based accounting firm providing trusted tax, audit, and advisory services to individuals, families, and businesses. Their experienced team offers:

* Tax Planning & Preparation – personalized strategies to reduce tax burden and improve financial efficiency
* Business Accounting & Advisory – bookkeeping, payroll, and strategic consulting for business owners
* International & Expatriate Services – specialized support for globally engaged professionals

Cook CPA partners with clients to build clarity, confidence, and lasting financial health—values we share at Baxter & Associates.

TAX SERVICES
Mariner

From preparing your annual tax returns, to overseeing your investments, to creating tax-advantaged estate plan and trusts—no matter how complex your taxes might be, we’re here to help you with a tax strategy that is flexible enough to change as your life and needs change.

Services include: 
*Proactive tax analysis & reduction strategies
*Federal, state & multi-state compliance

*Tax-efficient gifts, trusts & estate planning
*IRS/state audit support
*Year-round preparation & planning
*Bookkeeping & family office services
*401(k) & IRA optimization

Integration:
Works directly with your Baxter advisor and legal counsel to align tax strategy with your overall wealth plan.

Availability & Minimums:
Service beyond Year 1 typically requires a Mariner account

Minimum tax service fee: $1,500