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.
I guarantee you’ll leave with new information, or I’ll donate $50 in your name to the Susan G. Komen Breast Cancer Foundation. So call today!
"I just wanted to say "thank you" once again for your quick response to all of my questions and needs over the past 10+ years. But, I'm especially thankful in the way you responded to the issues on my 2006 tax return when the IRS was proposing additional taxes totaling over $34,000! I know the issues could not have been resolved without your help."
San Antonio, TX
"Bill Zumwalt has been my personal accountant for almost 25 years, and my business accountant the past three years. Over the span of this time, I of course have had varying levels of income, escalating every year. As one might understand, with more income and investments, financial and tax advice becomes more complex. Bill has provided me with sound financial and tax advice over these years, and varying income levels, saving me 10s of thousands of dollars. Bill always stays current with our ever-changing tax laws, and is always only a phone call away for advice. What I have found to be Bill's biggest asset is Bill's integrity, something difficult to find these days."
"Very prompt, very casual, yet professional -- love the service! Bill rocks!"
"Service is excellent!"
Christopher R. Crawford