Wymer Brownlee Wealth Strategies

06/09/2026

Calling all Wymer Brownlee tax clients📣

If you paid interest or penalties to the IRS during COVID-19, you may be eligible for a refund. But is filing a claim worth it? Here's what you need to know👇

What Happened?

A federal court ruled that certain IRS penalties and interest charged during COVID-19 (January 20, 2020 - July 10, 2023) may have been improperly assessed.

What Does This Mean?

If you paid interest or penalties to the IRS during COVID-19, you may be eligible for a protective claim refund.

Think You May Qualify? What to Consider:

- The deadline to file is July 10, 2026.
- The government has appealed the ruling, but a refund is NOT guaranteed and could be years away.
- Filing costs time and money. The cost could outweigh the potential benefits depending on your situation.

Should I File?

This is not a decision to make on your own. Make sure to talk to your tax advisor before the July 10th deadline.

If you're one of our tax clients, give us a call- we'll sit down with you, review your records, and give you an honest answer on whether pursuing this claim makes sense for your situation.

Oklahoma City: 405 748 4000
Enid: 580 237 0060
Tulsa: 918 392 8600
Bartlesville: 918 333 7291
Fairview: 580 227 4709

06/04/2026

The first face you see when you walk through a door matters. Meet Cassidy Adams: the newest Office Coordinator for OKC.

If you've had the pleasure of meeting Cassidy, then you know her smile lights up a room. When she's not serving clients or taking care of the office, you can find her planting flowers, growing her own produce, and even setting up shop at the OKC Farmer's Market.

We're grateful to have you on the team, Cassidy!💚

05/15/2026

Did you know that 5% of Enid, Oklahoma's population traces their roots to an archipelago in the Pacific called the Marshall Islands?💭

Lori Palmer does, and she's made it her mission to invest the Marshallese students of Enid High School in every way she can.

Read all about Lori, her students, and what she plans on doing with the grant in our new blog post:

Meet Lori Palmer, our 2026 Grants for Gratitude recipient. This Enid High School ELL Coordinator is transforming language learning through music and making a lasting impact on Enid's Marshallese community.

05/15/2026

THE WAIT IS OVER! Our 2026 Grants for Gratitude recipient is...

Lori Palmer from Enid, Oklahoma!🎉

If you don't know Lori, she's been teaching across Oklahoma for 22 years, and in the last 9, she's been proudly serving the Marshallese students of Enid High School as their English Language Learner (ELL) Coordinator.

Lori connects students with local resources, teaches language through music, and sponsors the Islander Club: a cultural community where Marshallese and other ELL students come together and celebrate their stories through music, dance, and performance.

It was an honor getting to meet Lori, and we are so grateful for the work she's done and continues to do in the Enid community.

What's she planning on doing with the grant? Stay tuned for our blog post on Lori and her Marshallese students, coming out tomorrow!💚

04/29/2026

Working hard in the office and out💪

So proud of our runners who participated in the Oklahoma City Memorial Marathon this past weekend!💚

04/28/2026

Big news from our Oklahoma City office!📣

Brianna Porter has been promoted to Accounting Advisor!

Over the past 4 years as Tax Coordinator, this Perry native's attention to detail, strong understanding of our processes, and willingness to jump in wherever she is needed has made her an impactful part of our team. This next step is well-deserved, and we couldn't be more grateful for her.

Please join us in congratulating Brianna!🎉

04/24/2026

Our hearts are heavy and with our Enid community. Sharing this to spread the word on the local resources available to those who have been affected.

04/23/2026

Wanting to leave a financial legacy for your family is a given. But how does a legacy go beyond the numbers?

In our April blog post, CEO Kyle Brownlee shares the moment that challenged his idea of a legacy, and how it's impacted him ever since.

What will people say at your funeral? You’ve probably heard the question before. It’s been the centerpiece of countless leadership talks, books, and motivational speeches. But here’s a question I haven’t heard anyone ask: How many...

04/14/2026

April 15th is TOMORROW!

If we haven't heard from you yet and you're not ready to file, don't panic. You have options. We can file a tax extension on your behalf, but we need to hear from you before April 15th. Reach out today and we'll take it from there.

📞Oklahoma City: 405 748 4000
📞Enid: 580 237 0060
📞Tulsa: 918 392 8600
📞Bartlesville: 918 333 7291
📞Fairview: 580 227 4709

04/14/2026

Congratulations to our very own Chuck Lipps for being named a "Local Legend" by Enid Monthly! We couldn't be prouder of Chuck and the way he shows up for the community.🐾✈️

Meet Local Legend Chuck Lipps: Fairview Vice Mayor, Settlers Brewing Company owner, and pilot for Pilots N Paws. Discover how he impacts Enid and beyond.