Preston Smith, CPA
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Preston Smith, CPA
Our team of experienced professionals is dedicated to being the most trusted advisor to our clients. Whether you need assistance with tax compliance, strategic tax planning, accounting, bookkeeping, audited or reviewed financial statements, or other consulting services; we are here to help make your financial life easier. Regarding your family office, are you getting useful information from your accountant to keep.

Audit, review, compilation, and agreed-upon-procedures services There are three levels of financial statement assurance. Customized Bookkeeping Services QuickBooks Support Accounting System Set Up Whether you are a new. Other customized services outside of the traditional accounting and tax services, such as cash. We are dedicated to meeting the accounting, bookkeeping and tax planning needs of small business and individuals throughout the Tulsa, Bixby, Broken Arrow, Jenks and surrounding Oklahoma areas.
Services
We are small business specialists.
Small business is the backbone of the American economy, which is why we love serving small business needs.
And since every small business is made up of individuals, we service all individual needs as well.
We also provide our services to small nonprofit organizations, because they have much in common with small businesses in their accounting systems.
At the heart of our service philosophy is the belief that the our client's valuable time is best spent on their business; let us focus on the accounting and tax, so that you can focus on what is important to you.
We offer tax services ranging from simple individual tax returns through the most complex business and multi-state tax returns.
We strive to not simply comply with the tax filing requirements but also to develop solid strategies to minimize your tax burden.
The small business owner and the self-employed individual face some of the most complex section of the tax code.
Small businesses are sometimes overwhelmed by all of the tax compliance requirements that they face.
We are here to help take some of that burden off of your shoulders so you can focus on your business.
There are three levels of financial statement assurance services that CPA's perform.
The highest level of service is a financial statement audit in which the CPA offers an opinion on the financial statements.
The second level of service is a financial statement review, which offers limited assurance as to the accuracy of the financial statements.
A compilation is the lowest level of service and offers no assurance as to the accuracy of the financial statements.
Additionally CPA's can perform agreed-upon-procedures services, which are customized assurance services that could be financial or non-financial in nature.
Whether you are a new start up or an established business we can assist you in developing a customized solution to meet your accounting needs.
We can easily provide solutions ranging from full charge bookkeeping to simply being an expert advisor to help you keep your own books in house.
We are QuickBooks advisors and can help you make the most of your QuickBooks accounting software.
Answers to QuickBooks questions are just a phone call or email away.
Our firm can assist your business in setting up an accounting system, the first step is to evaluate your needs, once that is established we can develop and implement an accounting system that will be accurate, reliable, and timely; most of all a system that gives you valuable information to make informed business decisions.
Other customized services outside of the traditional accounting and tax services, such as cash flow management, financial statement analysis, accounting systems or internal controls design.
Preston Smith, PLLC provides clients with business consulting services designed to facilitate the profitable growth and competitiveness of their business.
We also provide services in connection with business mergers and acquisitions, sale or purchase of businesses.
We find even the most successful business owners can benefit from an objective business analysis at any stage of the company life cycle.
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