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We are also Dave Ramsey’s Endorsed Local Provider for tax planning and tax return preparation services in the Tulsa, Oklahoma CPA market. Click this link to read more about the requirements to become a Dave Ramsey endorsed local provider and learn how we earned this endorsement.
Pro • ac • tive [prōh-ak-tive] -adjective
Serving to prepare for, intervene in, or control an expected occurrence or situation, esp. a negative or difficult one: proactive measures to save tax.
If you want to succeed in business and financial services, you need information. Information on buyers, information on sellers, and information on inventory. Information to make money. And information to keep money.
You rely on your accountant for some of your most important information. But what does your accountant actually do with that information?
At tax time, your books tell your accountant how much tax you owe. You scramble for more receipts and more deductions. But by tax time, it’s usually too late to do anything more.
Most accountants do a fine job recording history – the history you give them! They compile monthly, quarterly, and annual books and records. At tax time, they put the “right” numbers in the right boxes on the right forms, and file them by the right deadlines. But then they call it a day.
Is that all you really want?
Here’s How to Beat the IRS. Legally!
To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line, without raising “red flags” or straying into “gray areas.”
It doesn’t matter how good your current accountant is with a stack of receipts on April 15. If you haven’t planned right, by April 15 it’s just too late.
Have you organized your business right? Do you have the right benefit plans for yourself and your employees? Do you have the right retirement plan to prepare for your future? Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the tax code offers?
My name is Ron Wilburn and I started Wilburn Financial Services CPA to give clients like you a different kind of service. We don’t just record the history you give us. We go beyond, and give you proactive advice and strategies to help you earn more and keep more.
We partner with home builders, remodelers, and contractors throughout Oklahoma. We have the experience — and more important, the proactive attitude — to give you more than just a history lesson.
The process starts with your personalized proactive tax plan. Here’s how it works:
- We start with a brief interview. I want to hear about where you are now, and where you want to be. I’ll ask about your financial, business and investment goals and where your money currently goes. Before our first meeting, I’ll need copies of your past tax returns and a little information on each business entity that you manage.
- I’ll prepare your written tax plan. This process typically takes a week or more, so I can research your best possible options.
- Together, we’ll walk through your plan to make sure you understand how to implement it and answer any questions. Typically, this meeting lasts an hour or more. You’ll be amazed at the strategies and savings you discover!
- After we make sure you are not overpaying your income taxes, we should now look at all areas of your finances and help you analyze your current personal balance sheet and net worth, your personal budget, and help you devise a comprehensive plan for a successful financial future.
Now that you’ve seen how we can tackle your tax challenges, take the next step.
Call 918.212.9950 to schedule your no-cost “1040 Analysis.” I’ll review your prior 3 years returns and find the mistakes and missed opportunities that may be costing you thousands of dollars per year, then show you how to implement a plan to rescue those wasted dollars.
See Why Dave Ramsey recommends using his Endorsed Local Providers.
ELPs earn Dave’s endorsement—they can’t buy it
Being an ELP isn’t easy; it’s hard work because ELPs are held to a higher standard of excellence. While ELPs do pay a fee to cover website maintenance and employment costs, Dave’s endorsement is not bought—it’s earned. We have a 45-person team that interviews potential ELPs several times and provides support to make sure your ELP provides the advice Dave would give. We also make sure that every ELP is someone you feel comfortable talking to and is a person you can trust.
On top of that, we evaluate the performance of all ELPs every month to make sure we recommend you to the best agent possible. Also, every person who uses an ELP has a chance to grade them based on their personal experience through surveys we provide.
ELPs give great customer service and are easy to understand
We make sure each of our ELPs truly has the heart of a teacher, so you can trust your ELP to provide top-notch customer service. No one likes to be talked down or made to feel as if they don’t matter. Our ELPs take pride in the fact that they treat each Dave fan like a friend.
The ELP program is designed to help you make money and save money
It’s simple! If this program didn’t benefit you, we wouldn’t do it.
Tulsa CPA Firm Serving Tulsa, Broken Arrow, Bixby, Jenks, Owasso, Sperry, Skiatook, Collinsville, Claremore, Verdigris, Catoosa, Glenpool, Muskogee, Sand Springs, Sapulpa, Oklahoma