Williwm T Zumwalt
Tax Consultant in Tulsa, OK
If you run your own business, you know important it's to find the correct business financial partner. You know how important an accountant can be. But not all accountants are created equal! Most accountants do a fine job recording the history you give them. They compile monthly, quarterly, and annual books and records. At tax time, they put the correct numbers in the correct boxes on the correct forms. But then they call it a day. My name is Bill Zumwalt, and at Team Zumwalt, we are different. We do not just record history. We assist you write it, with a proactive attitude and complete menu of accounting and tax services.
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About Us
read moreI grew up watching my father and grandfather practice "old-school" accounting -- mainly just putting the "right" numbers in the "right" boxes. Sure, they recorded the "right" history -- but they did very little proactive planning for their clients. But as I worked my way up to become CFO of Thrifty Car Rental, I saw how important proactive planning could be. We couldn't afford to wait for history to happen. We had to make our own history, in a brutally competitive market. When I bought out my father's practice in 1988, I resolved to take that forward-thinking focus to my own personal clients.
Home Office Worksheet Bill Zumwalt
read moreWe also need to know the assigned value of the land in the purchase price. This is usually found on your tax bill, it looks something like this: Building $250,000 Land $75,000 Total $325,000.
Testimonials Bill Zumwalt CPA
read moreWhat makes Team Zumwalt different then many other CPA's, Accounting Services and Tax Preparers is we don't just do taxes we are proactive to help you keep your hard earned money! We represent all types of businesses and individuals with a special interest in helping REALTORS because we understand your business. But, I'm especially thankful in the way you responded to the issues on my 2006 tax return when the IRS was proposing additional taxes totaling over $34,000! I know the issues could not have been resolved without your help.
Bill Zumwalt CPA
read moreDo you have clients coming in from out of town to buy a house? You should download this Tax Moving Guide as the one piece that sets you apart from other agents. Help your client - which in turn helps you! Don't lose your mileage deduction. Here's the scoop to avoid that loss. Real estate agents will always say "Location, location, location" The IRS says Documentation, documentation, documentation!". What's the least you can do to meet the rules.
Hire Bill as a Speaker Bill Zumwalt
read moreAn information packed full day seminar presented by two leaders in their respected fields. Dick Betts a National Speaker for the past 13 years has put together a 3 hour session to help you "Find" new business and also how to handle the increased business using the lastest greatest mobile technology. Bill Zumwalt a CPA for the past 31 years is nationally know as the "Tax Coach for REALTORS" and his 3 hour session will help "Keep" more of what you earn. During the morning session Dick will be covering consumer trends and how today's buyers and sellers are finding properties and more importantly a REALTOR.
Bill Zumwalt CPA
read moreIt's massive, and it's complicated. At more than 2,400 pages, the Affordable Care Act (ACA for short) has left businesses and individuals confused about what the law contains and how it affects them. The aim of the law is to provide affordable, quality health care for all Americans. To reach that goal, the law requires large companies to provide health insurance for their employees starting in 2015, and uninsured individuals must get their own health insurance starting in 2014. Those who fail to do so face penalties.
REALTOR Bill Zumwalt CPA
read moreDo you pay too much tax? As a successful real estate agent you likely have a marketing plan and even a business plan that you prepare for every year. But taxes are of your biggest expenses? Why not have a tax plan! Many of you have a coach to help you in your real estate business, so why not a tax coach. My name is Bill Zumwalt. I'm a tax guy, and I specialize in working with real estate agents just like you. In fact, I'm the only accountant in town who belongs to the Greater Tulsa Assocation of REALTORS, Oklahoma Association of REALTORS, Oklahoma Chapter of CRS and RPAC.
Individual Bill Zumwalt CPA
read moreSo what can you do about it? What's the best thing an individual can do to lower their taxes? Well you need some help. You need a plan. You need a tax preparer that is proactive and helps you find every last deduction possible and shows you what tax strategies will help you pay less tax. Whether it is funding your retirement or helping save for your children's college education you need a proactive tax man on your side to help. We have many PDF documents available to you in our Download Center which will help you with your career and also your personal finances.
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