Tax & Financial Services in Oklahoma

* Our team of real estate CPA's are hyper focused on tax mitigation, compliance, and responsive communication for real estate investors across the US. * While actual tax prep fees depend on complexity, pricing begins at $1,500 for personal returns and $2,000 for business returns. * Ask us about our unique expertise in STR, cost seg, and bonus depreciation. We do not work with foreign income earners or SDIRA's. * We utilize cloud based technology to service clients in all 50 states... view more

REI Exclusive Bookkeeping Firm with dedicated teams serving landlords, wholesalers, houseflippers, STR/MTR operators, & syndication/funds. We work in tandem with your existing team (PMs, tax pros, lenders, etc.) to keep your books accurate every month, and keep clients confident in their financial status. view more

Most real estate investors pay too much in taxes. As a CPA, real estate investor, and former CFO, Joe helps real estate investors optimize their taxes and build wealth through tax planning. He has been in the real estate industry for over two decades, both as an investor and as a CFO of a real estate company. Joe founded Palmiero CPA, LLC, a virtual CPA firm that specializes in serving real estate investors across the country. He handles complex tax issues such as the real estat... view more

Rich is an Enrolled Agent, Realtor and Certified Real Estate Tax Strategist. He has over 16 years of experience in the tax and financial services industry! He operates a Virtual Family Office supported by an International Network of Best-in-Class Resources that enables him, and his team, to reduce taxes by 50% or more beyond what Traditional CPA firms can do, using creative tax strategies fully supported by the Internal Revenue Code and US Tax Court cases. view more

We're a virtual, fiduciary, fee-only wealth management firm that specializes in helping current and aspiring US-based real estate investors build financial independence and live their best life in retirement. Please see our website for more information about services and fees (we do not provide legal services). view more

PLEASE READ BEFORE BOOKING. Our services are best suited for established real estate investors, business owners, and high-earning W2 employees, often with stock-based compensation, a minimum income of $250,000 per year, and/or total assets exceeding $1,000,000 excluding the primary residence. Fees begin at $7200/year. We provide advanced-level service to clients with complex financial planning needs. "At RB Wealth, we are passionate about helping people achieve their most imp... view more

1-800Accountant is the leading virtual accounting firm for small businesses in America, dedicated to offering top-notch financial expertise to real estate investors of all sizes. With a blend of skilled CPAs and cutting-edge technology, we streamline tasks and boost tax savings for businesses. This frees up owners to concentrate on business growth while we manage the financial details seamlessly. view more

Real Life Planning offers unbiased financial planning and business coaching for real estate investors. We help clients take practical steps to build financial freedom and make working for someone else optional. view more

I’m Robert, the founder and CEO of The Financial Strategists, LLC. My accounting journey began with a solid academic foundation after I separated from the Navy. I earned my B.S. in Business Administration with a concentration in Finance from Southern Connecticut State University. Seeking to refine my skills even further, I started a position as a government-contracted financial analyst while I pursued an MBA with a specialization in Accounting from the University of Maryland. As a license... view more

We are a boutique tax compliance and strategy firm that specializes in real estate investors, complex investors and small business. We also offer bookkeeping, accounting and payroll services for those that need it. view more