Business Details
Emergency
services
Your Trusted Accounting Partner in Oklahoma City
WJG & Associates is a licensed accounting firm dedicated to delivering exceptional service through professionalism, responsiveness, and quality. With expertise in tax compliance, auditing, and financial planning, we serve individuals and businesses across industries, including financial institutions ranging from $14 million to over $300 million in assets. Our team provides certified audits, internal audit services, loan review solutions, and tax preparation while prioritizing personalized attention for every client.We specialize in regulatory reporting for holding companies and offer tailored QuickBooks support to streamline financial operations. Our partners and staff bring decades of experience in navigating complex tax laws, minimizing liabilities, and maximizing strategic opportunities for clients. We maintain rigorous quality standards through peer audits, regulator collaboration, and continuous client feedback to ensure alignment with evolving financial needs.
Services
Tax Preparation
Certified Audits
Payroll Services
Loan Review
Internal Audit
Holding Company Reporting
IRS Representation
QuickBooks Support
Financial Planning
Regulatory Compliance
Highlights and features
- We offer IRS representation and tax problem resolution expertise
- Our team provides certified audits for financial institutions up to $300M
- We deliver customized QuickBooks support for business efficiency
- We specialize in holding company regulatory reporting compliance
- Our partners maintain 20+ years of financial institution industry experience
What people say
Professional and responsive
Leading firm in area
Personal and professional attention
Quality service
Expertise in accounting
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses while optimizing deductions and credits. Our team stays current with evolving tax laws to minimize liabilities and maximize growth opportunities. Services include income tax planning, payroll tax compliance, and multi-entity return preparation.
Certified Audits
Our CPA-conducted audits follow GAAS standards to provide assurance on financial statements. We examine material accuracy, assess accounting principles, and deliver opinions required by financial institutions. Services cover banks, holding companies, and regulatory compliance reporting.
Loan Review
We perform independent loan portfolio assessments to evaluate risk and documentation compliance. Our experts develop classification methodologies, analyze allowance adequacy, and improve lending policies through hands-on industry experience rather than automated models.
Internal Audit
Our tailored internal audit services assess operational controls across 12-month cycles. We identify process improvements, evaluate compliance frameworks, and deliver actionable recommendations through experienced audit teams specializing in financial institutions.
Holding Company Reporting
We prepare and file FR Y-series reports for bank holding companies, including quarterly Y-8 filings and annual Y-6 reports. Our team ensures accurate submissions to Federal Reserve Bank requirements while optimizing reporting efficiency for clients.
Questions
What tax services do you offer for business owners?
We provide business tax return preparation, payroll tax compliance, franchise tax filings, and strategic tax planning to minimize liabilities while ensuring regulatory compliance.
Can you help with IRS audit representation?
Yes, we offer IRS audit support and representation services to resolve tax disputes, collection issues, and compliance challenges with documented solutions.
Do you support financial institutions with regulatory requirements?
We specialize in audits, loan reviews, and internal audit services for banks and holding companies, including FR Y-series reporting compliance.
What QuickBooks support options are available?
Our QuickBooks specialists provide software optimization, bookkeeping services, and training to maximize accounting efficiency for small businesses.
How do you handle complex financial planning needs?
We offer personalized financial planning strategies addressing risk management, wealth growth, and long-term financial security for individuals and businesses.
