CPA Tax Counselors PLLC

Take advantage of tax opportunities by having your taxes prepared now with a Personal 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, 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 and managed 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:

• Financial Forensic Investigations and Record Reconstruction
• Business Start‐ups Including Entity Choice and Business Formation
• Business Income Tax Return Preparation
• Business Tax Savings Planning
• 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