If you run your own business, you know important it is to find the right business financial partner. You know how important an accountant can be. But not all accountants are created equal! Most accountants do a fine job recording 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. But then they call it a day. My name is Bill Zumwalt, and at Team Zumwalt, we’re different. We don’t just record history. We help you write it, with a proactive attitude and complete menu of tax and accounting services. It doesn’t matter how good your accountant is with a stack of receipts on April 15. To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line.
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? We give you the plan you need to minimize your tax. Without “red flags,” “grey areas” or “aggressive” strategies. We partner with business owners and real estate agents throughout Tulsa and surrounding areas. We have the experience -- and more important, the proactive attitude -- to give you more than just a history lesson. Call me at 918-583-1040 to schedule your free Tax Appraisal. I’ll find the mistakes and missed opportunities that can cost you thousands, then show you how proactive planning can rescue those wasted dollars.