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. To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line. 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.
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. To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line. 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.
Services
My name is Bill Zumwalt, and I'm a third-generation Certified Public Accountant.
In fact, my grandfather was one of the very first public accountants certified in the entire state of Oklahoma.
I grew up watching my father and grandfather practice "old-school" accounting -- mainly just putting the "right" numbers in the "right" boxes.
Sure, they recorded the "right" history -- but they did very little proactive planning for their clients.
But as I worked my way up to become CFO of Thrifty Car Rental, I saw how important proactive planning could be.
In fact, my grandfather was one of the very first public accountants certified in the entire state of Oklahoma.
I grew up watching my father and grandfather practice "old-school" accounting -- mainly just putting the "right" numbers in the "right" boxes.
Sure, they recorded the "right" history -- but they did very little proactive planning for their clients.
But as I worked my way up to become CFO of Thrifty Car Rental, I saw how important proactive planning could be.
Do you pay too much tax?
As a successful real estate agent you likely have a marketing plan and even a business plan that you prepare for every year.
But taxes are of your biggest expenses?
Why not have a tax plan!
Many of you have a coach to help you in your real estate business, so why not a tax coach.
My name is Bill Zumwalt.
I'm a tax guy, and I specialize in working with real estate agents just like you.
In fact, I'm the only accountant in town who belongs to the Greater Tulsa Assocation of REALTORS, Oklahoma Association of REALTORS, Oklahoma Chapter of CRS and RPAC.
As a successful real estate agent you likely have a marketing plan and even a business plan that you prepare for every year.
But taxes are of your biggest expenses?
Why not have a tax plan!
Many of you have a coach to help you in your real estate business, so why not a tax coach.
My name is Bill Zumwalt.
I'm a tax guy, and I specialize in working with real estate agents just like you.
In fact, I'm the only accountant in town who belongs to the Greater Tulsa Assocation of REALTORS, Oklahoma Association of REALTORS, Oklahoma Chapter of CRS and RPAC.
So what can you do about it?
What's the best thing an individual can do to lower their taxes?
Well you need some help.
You need a plan.
You need a tax preparer that is proactive and helps you find every last deduction possible and shows you what tax strategies will help you pay less tax.
Whether it is funding your retirement or helping save for your children's college education you need a proactive tax man on your side to help.
We have many PDF documents available to you in our Download Center which will help you with your career and also your personal finances.
What's the best thing an individual can do to lower their taxes?
Well you need some help.
You need a plan.
You need a tax preparer that is proactive and helps you find every last deduction possible and shows you what tax strategies will help you pay less tax.
Whether it is funding your retirement or helping save for your children's college education you need a proactive tax man on your side to help.
We have many PDF documents available to you in our Download Center which will help you with your career and also your personal finances.
We service the entire United States and to make it easy to do business with us we have online forms.
Simply fill out the form that applies to you and one of our staff members will personally work with you.
Rather then faxing, scanning or mailing us the information our handy online forms ask the questions we need to get started on your taxes.
We think you will enjoy doing business with us, well as much as you can dealing with taxes!
Simply fill out the form that applies to you and one of our staff members will personally work with you.
Rather then faxing, scanning or mailing us the information our handy online forms ask the questions we need to get started on your taxes.
We think you will enjoy doing business with us, well as much as you can dealing with taxes!
It's massive, and it's complicated.
At more than 2,400 pages, the Affordable Care Act (ACA for short) has left businesses and individuals confused about what the law contains and how it affects them.
The aim of the law is to provide affordable, quality health care for all Americans.
To reach that goal, the law requires large companies to provide health insurance for their employees starting in 2015, and uninsured individuals must get their own health insurance starting in 2014.
Those who fail to do so face penalties.
At more than 2,400 pages, the Affordable Care Act (ACA for short) has left businesses and individuals confused about what the law contains and how it affects them.
The aim of the law is to provide affordable, quality health care for all Americans.
To reach that goal, the law requires large companies to provide health insurance for their employees starting in 2015, and uninsured individuals must get their own health insurance starting in 2014.
Those who fail to do so face penalties.
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