At Wilburn Financial Services CPA, we give you a plan for paying less tax. Legally!

And that gives you:

    • More money to pay for your child’s college education.
    • More money that you can use to assure you retire the way you really want to.
    • More money to save or spend on anything you want besides taxes!

 

Imagine getting a $10,000 pay increase this year, without doing any additional work, and continuing to receive that increase for years to come.

 

“Stop wasting money on taxes that you don’t have to pay!”

We’re different.  We don’t just record history by putting the correct numbers in the correct boxes on your tax return and calling it a day.  We help you write history with a complete lineup of court-tested, IRS-approved concepts and strategies to give you the tax savings you really want.

Call (918) 459-4642 for your free “1040 Analysis.”  We’ll find the mistakes and missed opportunities that may be costing you thousands, then show you how proactive tax planning can rescue those wasted dollars!

 

And WFS gives you more than just proactive tax planning.  We offer the following additional services as well.

  • Retirement planning, including social security planning with strategies to maximize total lifetime benefits. For an individual family, it is not uncommon to receive an additional $20,000 to $40,000 or more in spousal benefits.
  • College planning, available education tax credits, tax advantaged college savings plans.
  • ElderCare / Prime Plus Planning, how to pay for healthcare during retirement,  referrals to local services and agencies, paying bills and depositing/recording income, filing insurance claims, guidance on financial decisions for seniors and developing an end of life plan.

We offer monthly Fixed-Price Agreements so that you know the price before the work begins. No hourly billing or surprise invoices.

Our work is guaranteed to the complete satisfaction of the customer. If you are not completely satisfied with the services performed by WFS we will, at the option of the customer, either refund the price, or accept a portion of said price that reflects your level of satisfaction.

 



Interested in learning more about how we can help you?  Give us a call at (918) 459-4642 or complete the contact form below.

 

Tulsa CPA Firm Serving Tulsa, Broken Arrow, Bixby, Jenks, Owasso, Sperry, Skiatook, Collinsville, Claremore, Verdigris, Catoosa, Glenpool, Sand Springs, Sapulpa, Oklahoma

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