CPA - Services


	James A. Marr, CPA

	CPA Consulting and
	Tax Service Professional

	3141 NW 63rd St. Suite 2 Oklahoma City, OK 73116 Voice - (405)840-4321 Fax - (405)843-9784 eMail - jim@jamesmarrcpa.com


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Services We Provide

We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

	Tax Management Services	Accounting Services
	Assurance and Advisory Services	Compilation
	Estate and Trust Planning and Tax Preparation	Financial Projections and Forecasts
	Payroll Services	IRS Representation
	Bookkeeping/Write-up






Tax Management Services
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
Accounting Services
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans. These services include but are not limited to: - General ledger and financial statement preparation - Bookkeeping (Monthly, quarterly, or annual) - Accounting system setup and support - Payroll processing - Cash flow budgeting and forecasting - Personal financial statements - Employee benefit and profit-sharing plans - Corporate tax planning and return preparation - Litigation support
Assurance and Advisory Services
We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. These services include but are not limited to: - Audits, reviews, and compilations - Entity selection and restructuring - Accounting software selection, implementation, and support - Business valuations - Financial projections and forecasts - Debt and finances advising - Mergers and acquisitions - Transaction structuring and negotiations - Business succession
Compilation
Our financial statement services comprise all three levels of assurance depending on your company’s needs. - Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. - Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. - Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. Our firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from top-level reports to detailed financial models.
Payroll Services
Our payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
IRS Representation
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.
Bookkeeping/Write-up
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.