What makes Team Zumwalt different then many other CPA's, Accounting Services and Tax Preparers is we don't just do taxes we are proactive to help you keep your hard earned money! We represent all types of businesses and individuals with a special interest in helping REALTORS because we understand your business. Here is what some of our clients say;
|
From an Individual Tax Client
"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."
Ken Cowan
San Antonio, TX
|
From a CEO and Small Business Owner
"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."
Tim Philley
|
From an Individual who also sells Mary Kay
Very prompt, very casual, yet professional -- love the service! Bill rocks!"
Sam Johnson
Bartlesville, OK
|
From an Individual
"Service is excellent!"
Christopher R. Crawford
Austin, TX
|
From a REALTOR
"I turned to Bill Zumwalt for tax coaching because it would be one less thing for ME to worry about. The main value is that he saves the money -- over $10,000 last year. i can only imagine how much money I was wasting on taxes before I met Bill."
Kasia Olek
Keller Williams Realty
|
From a REALTOR
"Bill Zumwalt began preparing our federal/state income tax returns in 2000. My wife and I have been extremely pleased with the service he has provided us. We have avoided the scrutiny of IRS audits which we attribute to Bill's wealth of knowledge around tax preparation and laws.
Bill recently set up a corporate tax plan for my business that will maximize our tax savings. He has been very helpful in walking me through the process and explaining the areas in which we can take advantage of future tax savings benefits.
I look forward to Bill assisting me with my tax planning and preparation for many more years to come."
Mark Wojciehowski
McGraw Realtors
|
From an Individual
"After the death of my parents, my husband and I were at a loss both emotionally and financially. Since you had known and done business with my parents throughout their lives, your compassion and practical advice became invaluable to us. We cannot thank you enough for all the time, effort, and attention to detail you expended in making sure that my parents' estates were handled judiciously.
In addition, because of the extensive financial planning you continue to do for us as our portfolio changes and grows, we are convinced that we would have incurred unnecessary tax burdens that would have cost us thousands of dollars. Further, because of your expertise, we are now on a "goal oriented" path to financial security.
Finally, although we are not your only clients, we feel privileged and confident that our financial affairs are being addressed in the most professional manner possible."
Jama Rush
Broken Arrow, OK
|
We have many PDF documents available to you in our Download Center which will help you with your career and also your personal finances. Please feel free to download all the brochures you like and share with your clients.
|
Would you like to talk about your taxes? Give me some information and I would be happy to call you!
|
|