Hiring the best tax firm in Oklahoma is the key to navigating the state’s taxation complexities and maximizing your financial outcomes. With regulations and requirements constantly evolving, having expert guidance is essential.
If you’re looking for a new, reliable financial partner, pick from these first-rate professional service providers.
1. Polston Tax Resolution & Accounting
Headquartered in Moore City, Oklahoma, Polston Tax Resolution & Accounting has provided a wide range of specialized services nationwide since 2001. The Polston Tax team comprises top attorneys and CPAs with vast collective experience in resolving IRS and state tax issues, including reducing liens, wage garnishments and tax debt settlements.
In a recent case study, Polston Tax’s accountants and case managers negotiated a construction company’s tax liabilities, saving them over $1.1 million. Similarly, the firm has helped various individuals navigate issues related to accounting errors and premature 401(k) withdrawals.
Polston Tax has an A- rating with the Better Business Bureau (BBB) and has been recognized as Oklahoma City’s and Tulsa’s largest tax firm.
2. Grant Thornton
Grant Thornton specializes in tax, audit and advisory services. With a team of seasoned tax attorneys and accountants, they specialize in navigating complex IRS issues and offer tailored solutions for individuals and businesses. The firm has offices in Tulsa and Oklahoma City and caters to various industries, including private equity, health sciences and energy.
Glassdoor data indicates Grant Thornton recorded a $2.4 billion revenue in the 2023 fiscal year. A critical aspect of this financial strength is its alyx® smart technology platform, which routes business problems based on unique characteristics. The company’s massive alliance network also contributes to its industry success.
From negotiating settlements to providing expert tax planning advice, Grant Thornton offers comprehensive professional services to help clients achieve financial peace of mind.
3. HoganTaylor
With offices in Oklahoma City and Tulsa, HoganTaylor is a well-established tax firm recognized for its expertise in advisory and assurance services. Their team of dedicated professionals combines in-depth knowledge of tax laws with a commitment to providing exceptional client service.
HoganTaylor assists clients with IRS negotiations, tax planning and resolving complex tax issues. The company provides these specialized services across various industries, including manufacturing, nonprofits and collective investments.
In line with evolving requirements, HoganTaylor prides itself on delivering comprehensive innovations to identify opportunities and address problems in advance.
4. RSM
RSM is a leading audit, business tax and consultancy firm with a global reach spanning more than 120 countries. Its Oklahoma office is located in Oklahoma City. Their team of experienced tax professionals offers various services, including tax preparation, compliance and IRS representation. The company emphasizes a proactive approach to ensuring compliance with the state’s unique tax code and identifying tax-saving opportunities.
With a strong focus on client relationships and transparent communication, RSM leverages AI, analytics and cloud solutions to help businesses transform everyday processes. They also deliver actionable insights for objectively achieving efficiency and mitigating risks.
5. Picek & Hollingsworth, PC
Based in Norman, Oklahoma, Picek & Hollingsworth, PC, earns its way into the list of best tax firms in Oklahoma for its streamlined tax planning and advisory services. The team comprises experienced tax advisors who provide comprehensive solutions tailored to optimize tax efficiencies and minimize liabilities.
Picek & Hollingsworth’s professional services encompass IRS audit representations, payroll tax solutions, innocent spouse relief, structured payment plans and more. The company’s website also features a rich resources section covering everything you need to navigate financial processes.
Considerations in Selecting the Right Tax Firm for Your Business Growth
With many tax firms offering their services, selecting the right one for your business can seem daunting. Consider the following essential tips to help you navigate this decision-making process effectively.
1. Assess Your Needs
No two businesses are the same, so before hiring a tax professional just because your friend referred them, take some time to figure out your requirements. For instance, do you need help with tax appeals, audit representation or general accounting tasks? Understanding the specific responsibilities you want your accountant to handle will help you identify the ideal firm for the role.
2. Verify Their Credentials
Tax-related scams are increasingly prevalent, so the IRS has released an official checklist for determining whether a service provider is legitimate. The most important thing to look for is the firm’s Preparer Tax Identification Number in the IRS tax preparer directory. This check assures you that the company is registered with the relevant authorities.
Review their state licensure status to verify their record and ensure they’re still authorized to provide such services.
3. Consider Relevant Experience in Your Industry
While qualifications matter, not all CPAs are well-versed in every aspect of tax advisory. During the initial consultation, ask about their specific expertise area and whether it aligns with your business niche needs. Industry-specific knowledge enables them to address issues efficiently and offer tailored solutions.
4. Compare Costs
When evaluating tax firms, consider their fees. Understanding the billing structure upfront is crucial. You want to avoid excessively high or unusually low rates. Interview multiple accountants to compare costs and find a professional whose fees align with your budget without compromising quality service.
Hire the Best Tax Firm in Oklahoma
There you have it — the top five professional tax services serving Oklahoma. These reputable firms stand out for their commitment to client satisfaction and delivering results. Take the next step in securing your financial future by exploring further or contacting these companies to address your tax needs effectively.
