Business Details
40 Years
experience
Your Trusted Partner for Accounting & Tax Services in Okmulgee, OK
Established in 1986, Marriott, Greg has been delivering comprehensive accounting and financial services to individuals and businesses in Okmulgee, Oklahoma, and surrounding areas. Our team of experienced professionals prioritizes personalized attention, ensuring each client receives tailored solutions for tax preparation, estate planning, and business financial management. With decades of combined expertise, we guide clients through complex financial landscapes while maintaining a commitment to accuracy, compliance, and long-term client relationships.Our services extend to payroll management, strategic business planning, and IRS audit representation, supported by a staff trained in both technical proficiency and client service. We emphasize proactive financial strategies to help clients achieve stability, growth, and legacy preservation. Our firms dedication to continuous improvement and community engagement has solidified our reputation as a trusted financial partner in the region.
Services
Tax Preparation
Estate Planning
Payroll Services
Business Accounting
IRS Audit Representation
Strategic Business Planning
Non-Profit Tax Filing
Details
- Year established: 1986
Highlights and features
- We offer over 35 years of experience in accounting and tax services.
- Our team provides one-on-one, tailored financial solutions.
- We specialize in IRS audit representation and tax problem resolution.
- Our staff includes certified professionals with local market expertise.
- We provide free initial consultations to assess client needs.
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing for individuals and businesses, leveraging expertise in federal and state tax codes to maximize deductions and minimize liabilities. We specialize in complex returns, including those involving business income, investments, and estate-related taxes. Clients receive personalized guidance to navigate tax season with confidence.
Estate Planning
Estate planning services focus on preserving wealth and facilitating smooth asset transfer through tailored strategies. We collaborate with legal professionals to address probate, tax implications, and legacy goals, ensuring clients wishes are executed efficiently. Our approach includes reviewing life insurance, retirement accounts, and charitable giving to align with long-term objectives.
Payroll Services
We streamline payroll processing for small businesses, handling tax filings, wage calculations, and compliance with federal and state regulations. Our solutions reduce administrative burdens, offering options for full-service or after-the-fact payroll support. Clients benefit from accurate reporting and peace of mind regarding labor law adherence.
Business Accounting
Comprehensive business accounting services include bank reconciliations, financial statement preparation, and cash flow analysis. We provide monthly or quarterly support tailored to clients needs, ensuring clear insights into financial health. Our team assists with strategic planning and documentation for loan applications or investor reporting.
IRS Audit Representation
We represent clients facing IRS audits, back taxes, or payroll tax issues, offering discreet and efficient resolution strategies. Services include negotiating payment plans, addressing liens, and resolving wage garnishments. Our goal is to minimize penalties and restore financial stability through compliant, documented solutions.
People
Greg Marriott
Certified Public Accountant
Greg Marriott founded the firm in 1986 after working at Tulsa CPA firms. He graduated from the University of Oklahoma in 1979 and brings decades of experience in accounting and client service.
Elisha Sturdivan
Accounting Professional
Elisha joined the firm in 1997, earned an associates degree in accounting from OSU-Okmulgee, and has over 25 years of experience in tax and financial services.
Diane Pennington
Accounting Professional
Diane began as an intern in 1999, completed her associates degree, and has specialized in business and individual tax preparation for over two decades.
Andrea Russell
Accounting Professional
Andrea interned with the firm in 2000, later returning full-time after gaining experience at a Tulsa CPA firm. She specializes in business accounting and tax compliance.
Ashley Wynn
Accounting Professional
Ashley rejoined the firm in 2020 with a decade of experience in tax preparation and accounting, offering expertise in both individual and business financial services.
Questions
What accounting services do you offer for small businesses?
We provide payroll management, cash flow projections, bank financing documentation, and strategic business planning tailored to small business needs.
How can you assist with IRS tax problems?
We resolve IRS audits, back taxes, payroll tax issues, and payment plan negotiations to reduce penalties and ensure compliance.
Do you offer free initial consultations?
Yes, we provide a free initial consultation to assess your accounting, tax, or financial planning needs.
What estate planning services are available?
We help define goals, coordinate with legal advisors, and create strategies for asset transfer, tax efficiency, and legacy preservation.
Are your services available for non-profit organizations?
Yes, we handle 990 filings, accounting system setup, payroll processing, and IRS compliance for non-profits.
