Business Details
Trusted Accounting & Tax Services in Tulsa
At DP Financial & Tax, we are dedicated to building long-term relationships with our clients and empowering them to achieve their full financial potential. Our team specializes in risk management strategies designed to reduce volatility and maximize profitability across personal and business financial landscapes. With expertise in tax planning, estate planning, insurance planning, and business structure strategy, we provide tailored solutions that align with individual and organizational goals. Our commitment to proactive planning extends to wealth accumulation, protection, mergers and acquisitions, and business valuations, ensuring comprehensive support for clients at every stage.As a QuickBooks ProAdvisor, we leverage cutting-edge accounting software to deliver accurate, real-time financial reporting and streamline operations. Our approach emphasizes transparency, ethical practices, and personalized guidance, helping clients navigate complex tax laws and optimize their financial outcomes. By prioritizing client education and strategic foresight, we aim to transform financial challenges into opportunities for growth and stability.
Services
Tax Preparation
Bookkeeping
Estate Planning
Business Valuations
Payroll Services
Financial Statements
Tax Shelter Recommendations
Accounting Software Consulting
Highlights and features
- We specialize in tax planning that reduces volatility and maximizes profitability.
- Our team includes a QuickBooks ProAdvisor for advanced accounting software support.
- We provide tailored estate and insurance planning solutions.
- Our experts guide business growth and succession strategy.
- We deliver accurate, real-time financial reporting for businesses.
What people say
Saved thousands
Increased efficiency
Accurate reports
Peace of mind
Timely advice
Services
Tax Preparation
We prepare comprehensive tax returns for individuals and businesses while identifying strategic opportunities to minimize liabilities. Our experts stay current with evolving tax laws to ensure compliance and optimize savings. Clients receive personalized guidance to transform tax season into a strategic financial planning opportunity.
Bookkeeping
Our bookkeeping services maintain accurate, real-time financial records using advanced accounting software. We track income, expenses, and cash flow to provide actionable business insights. This foundation supports informed decision-making and simplifies year-end tax preparation for growing businesses.
Estate Planning
We develop customized estate plans to protect assets and ensure smooth wealth transfer across generations. Our approach combines tax-efficient strategies with legal documentation to align with personal wishes and family needs. Clients gain peace of mind through comprehensive legacy planning solutions.
Business Valuations
Our valuation experts analyze financial performance, market position, and growth potential to determine accurate business valuations. This service supports mergers, acquisitions, and succession planning with data-driven insights. We help owners understand their company's true market position.
Accounting Software Consulting
As a QuickBooks ProAdvisor, we optimize accounting systems for efficiency and accuracy. Our consultants implement tailored software solutions, train staff, and integrate financial processes. This technology-driven approach enhances operational productivity and reporting capabilities for modern businesses.
People
Dave Paulson
President
With extensive experience in financial strategy, Dave leads DP Financial & Tax's vision for client-centric service. He focuses on building long-term relationships while ensuring innovative solutions for business growth and tax optimization.
Tammy Swearengin
Vice President
As an Enrolled Agent, Tammy specializes in tax compliance and planning strategies. She oversees client advisory services, ensuring accurate reporting while developing personalized approaches to meet evolving financial objectives.
Scott Long
Tax Manager
Scott manages tax preparation services with expertise in business and individual returns. He focuses on identifying tax-saving opportunities while maintaining compliance with federal and state regulations.
Questions
What accounting software does DP Financial & Tax support?
We are QuickBooks ProAdvisors and specialize in implementing, training, and optimizing QuickBooks for business financial management.
How does DP Financial help businesses save money?
Through strategic tax planning, identifying deductions, and optimizing business structures to reduce liabilities while maintaining compliance.
Do you offer business valuation services?
Yes, we provide detailed business valuations to support mergers, acquisitions, and succession planning with data-driven insights.
What tax preparation services are available?
We prepare business and individual tax returns while developing year-round strategies to minimize tax burdens.
How can I access financial reports?
Clients receive real-time access to financial reports through our accounting software integration for better decision-making.
