Our Service: Call 405 6082700 (M-F Business Hours please)
Welcome to CPA Tax Counselors
With so many changes to the tax code in 2018, is your old way of accounting and tax return filing going to get you the best benefit under these very complex new rules? We believe you need a proactive CPA to help.
Ready for a new accountant? Not sure if you maximized deductions on prior year returns? Need a return amended? Need a new tax strategy or want to revise your old one? Just starting a business? Need financials for the bank, reviewed, or audited? Have money and need investments to minimize your tax burden? Please contact us today 405 6082700. We can help you!
We hope you will place your trust in us! We take great pride in the clients we serve and will do everything we can to exceed your expectations.
New Client Offer Free Personal 2018 Tax Counseling Report. ($500.00 value)
We offer electronic data collection and tax preparation, with electronic federal and state filings. We have the CPA experience to help you navigate the 2017 / 2018 changes from the “Tax Cuts and Jobs Act” of 2017, enacted December 2017.
Take advantage of 2018 tax opportunities by having 2017 your taxes prepared now with a Free Personal 2018 Tax Planning Report. Because no “one size fits all” approach works with complicated new rules, you need a unique analysis done now. Most of the changes are NOT permanent, so make use before they phase out.
Are you a business owner? If you make less than $315,000 married filing jointly in 2018, you could potentially get a 20% deduction against your net business income. If you make more than that, or are a personal service business, more careful analysis is needed. The deduction requires expertise to understand and apply. So, while C Corps have 21% tax rates, a dividend tax still applies. Pass-through entities still generally retain a 10% rate advantage due to the new lower personal tax rates.
Please Call Us, We Can help 405 608 2700
Our Successes and Services
In many of these client engagements we have taken over from retiring local CPAs. These situations necessitate we get involved in the front-end accounting for clients. We review 3 years of past year returns that were prepared by retiring local CPAs, and in most cases have found not tens but hundreds of thousands in overpaid taxes. To find these refund opportunities, we have applied Big CPA Firm techniques including recalculation of proofs of cashflow. We have found significant underclaiming of allowable deductions, depletion, and depreciation. We hope we can meet with you and review your situation.
CPA Tax Counselors was established over 10 years ago as an independent CPA firm geared to serve clients. We strive to help clients reach their financial goals and evaluate the financial decisions they face. Our firm seeks to provide cutting-edge business and tax planning strategies on a proactive basis. In addition to offering traditional CPA services we also offer:
Tax return preparation for all types of federal and state filings including individuals, partnerships, corporations, S corporations, trusts, estates, and gifts. We prepare returns for individuals, small businesses as well as larger corporations.
Consulting services in matching fashion to local businesses from oil and gas to farming. We can assist you with preparing budgets, cashflows, and strategic plans and serve as a sounding board for management of your business or wider family finances.
Audit and review services for financial statements when you require the independent assurance of a CPA firm.
Basic accounting services including preparation of payroll and payroll reporting, preparation of accounts payable and accounts receivables, and a full line of bookkeeping services to record your transactions in the general ledger, reconcile your bank accounts, and produce your financial statements.
Bookkeeping through our affiliate Affirmative Business Services, owned andmanaged by Ashton Tivis who provides comprehensive and thorough bookkeeping services to clients.
[BL1] We are proud to serve as CPA’s and consultants to small and large businesses, entrepreneurs, family organizations, and individuals that value our personalized, proactive services. We are committed to being available all year-round for any situations that may arise.
Our basic goal is to assist our clients in every aspect of their financial lives by providing the most personalized service available. We work with you to provide comprehensive financial counseling, integrating all areas of your finances so they work together efficiently and harmoniously, while at the same time taking your highest goals, passions, and values into account. We hope to empower you with knowledge to make the best choices regarding your individual financial situation. We will work with your financial investment, legal and insurance advisors to develop an overall integrated plan, taking into account all pertinent financial information, evaluate your current financial situation, and set goals for the future for you and your family. This includes helping with all major aspects of your finances, whether in business or personal settings. We continually strive to help you create financial stability and gain prosperity, affluence, and financial independence.
We offer a wide range of traditional CPA services to serve your business or individual needs.
Some of our Business CPA Services:
Contract CFO/Controller Services
Financial Forensic Investigations and Record Reconstruction
Business Start‐ups Including Entity Choice and Business Formation.
Business Income Tax Return Preparation
Business Tax Savings Planning
Financial Statement Compilations
Forensic & Statistical Financial Analysis
Due Diligence & Acquisitions
Quickbooks Setup and Consulting
Some of our Individual CPA Services:
Individual Income Tax Return Preparation
Personal Financial Forecasting and Tax Planning
Please browse our website for further descriptions of the services, CPAs and Consultants can provide to your organization.
When you do business with us, you'll always have our strongest commitment to:
Offer you a level of service that exceeds your expectations, whether you're looking for a copy of a single tax return or a complete review of your business.
Provide you with quality work in a timely manner.
Value the trust you place in us, with our promise that we'll work hard to earn your trust and your business every single day.
We hope you'll take some time to browse through our site. You'll find useful information here: a list of the services we offer, contact information, financial calculators, specially-selected newsletter articles and much more. e like to help you plan for the future, and provide for the unexpected.
Through the individualized attention and the integrity of our financial professionals, we provide efficient and effective accounting work, tax return preparation, and comprehensive financial planning for both individuals and business owners.
Our mission is to make a proactive, positive difference in the financial lives of our clients, giving them the tools and opportunities they need to achieve financial independence and to help them reach their business and personal aspirations.
Originally founded in 2006, the firm has grown based on the needs of our clients.
Specialist Forensic Accounting Services
Forensic accounting has many contexts. It could involve: reconstructing records accidently or intentionally destroyed, investigating accounting records including tracing transactions to supporting source documents, requesting known financial documents, coordinating requests for replacement documentation, and analyzing financial results and balances for completeness and reasonableness. Of itself "forensic" means "relating to, or used in courts of law or public debate or argument." It is the Fraud associated with Forensic accounting which is the core of the specialty practice in engagements which anticipate litigation, and require and encompasses both litigation support and investigative accounting.
Specialist Forensic Services - Business Separations, Finding Hidden Assets, Dispute Resolutions Our Forensic Accounting Services have been employed in many different cases
Specialist - Expert Testimony Divorce and Valuations marital asset disputes, and due diligence engagements.
Civil Litigation matters (partner disputes, breaches of contracts, breach of settlements), corporate investigations, bankruptcy investigations,
Forensic Accounting is a specialist practice area of accounting. With the AICPA CPA CFF combined qualification recognition of these specialist skills is self evident. We evaluate mant different types of Forensic engagements which result from ongoing or anticipated litigation, and which encompasses both litigation support and investigative acounting.
Our Independent reviews act as strong deterrents which strengthen the organization's internal control environment. We can provide pro-active forensic accounting services typically to closely-held companies and organizations to evaluate their accounting records and results, with the goal of identifying potential problems or issues within the system of internal controls surrounding the transactions.
Investigation is not a ticket to "absolute assurance that no fraud exists". It is always a doubt that such an assurance can be given, but on balance and applying what a reasonable Executive would require tests these investigation engagements help companies and organizations become more secure, and provide outside review before a problem materializes by providing an objective outside report prepared by CPA experienced accountants specializing in the field of fraud.
Forensic accounting has many contexts. Here are some of the areas covered.