Former IRS Management
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Professional CPA Services in Owasso
OWASSO'S TRUSTED CPA FIRM

Expert CPA Services inOwasso, Oklahoma

Professional accounting and tax services for Owasso residents and businesses. Located just 20 minutes away in Tulsa, led by a former IRS manager with 20+ years experience.

6539 E 31st St, Tulsa, OK 74145 • 20 Minutes from Owasso

40+
Years Combined Experience
500+
Happy Clients
100%
IRS Audit Success Rate

Why Owasso Residents Choose Klingeman CPAs

Owasso has emerged as one of Oklahoma's fastest-growing suburban communities, attracting young families, established professionals, and thriving businesses across diverse industries including aerospace, manufacturing, retail, and professional services. As a trusted CPA firm serving Owasso, we provide comprehensive tax preparation, business accounting, bookkeeping, and financial planning services designed to support this dynamic community's unique economic landscape and help residents achieve their financial goals.

The aerospace and advanced manufacturing sectors play a significant role in Owasso's economy, with many residents employed in technical and engineering fields. Our accounting firm understands the specialized tax considerations for aerospace professionals, including stock option taxation, relocation expense planning, retirement account optimization for 401(k) and pension plans, and strategic deductions for continuing education and professional development. We help high-earning professionals in these industries maximize their after-tax income through sophisticated tax planning strategies.

Owasso's rapid growth has created abundant opportunities for family-owned businesses and local entrepreneurs. We specialize in helping new business owners navigate the critical early stages of business formation, including entity selection (LLC, S-Corporation, or C-Corporation), obtaining an EIN, setting up accounting systems, establishing payroll processes, and implementing tax-efficient business structures. Our CPA team provides ongoing support as your business grows, offering monthly bookkeeping services, quarterly tax planning consultations, annual business tax preparation, and strategic guidance for long-term business success.

The suburban nature of Owasso means many families are in their peak earning years, balancing career advancement with raising children and planning for the future. We provide comprehensive personal financial planning services including retirement planning strategies, education savings plans like 529 accounts, tax-efficient investment approaches, estate planning coordination, and multi-generational wealth transfer strategies. Our tax accountants help Owasso families minimize their tax burden while building financial security for the future, ensuring you keep more of what you earn to invest in your family's dreams.

Supporting Owasso's Growth

As one of Oklahoma's fastest-growing cities, Owasso needs CPA services that understand both established families and new residents' financial needs.

Community-Focused Service

We appreciate Owasso's strong community spirit and provide personalized service that reflects these same values of trust and reliability.

Business Development Support

With new businesses opening regularly in Owasso, we help entrepreneurs with formation, tax planning, and growth strategies.

Family Financial Planning

Many Owasso families are in their prime earning years. We help with tax optimization, retirement planning, and education funding strategies.

Former IRS Management Experience

Over 40 Years Combined CPA Experience

Master's in Business Taxation

Specialized Small Business Expertise

Proven IRS Audit & Negotiation Success

Frequently Asked Questions - Owasso CPA Services

What types of businesses do you serve in Owasso?

We serve a diverse range of Owasso businesses including family-owned retail stores, professional services firms, restaurants and food service establishments, construction companies, real estate investors, healthcare practices, and small manufacturing operations. Our CPA firm provides comprehensive business accounting services including monthly bookkeeping, payroll processing, quarterly tax planning, annual business tax returns, financial statement preparation, and strategic business consulting. We understand the unique challenges facing growing businesses in Owasso and provide customized accounting solutions that scale with your success.

Do you help aerospace and manufacturing professionals with their taxes?

Yes, we have extensive experience working with aerospace engineers, manufacturing professionals, and technical specialists employed by Owasso-area companies. We understand the complex tax situations faced by high-earning professionals, including stock option exercises, restricted stock units (RSUs), employee stock purchase plans (ESPPs), relocation expenses, multi-state tax issues, retirement plan optimization, and professional development expense deductions. Our tax preparation services ensure you maximize every available deduction while maintaining full IRS compliance and minimizing your overall tax liability.

How can you help me start a new business in Owasso?

Starting a business in Owasso requires careful planning and proper financial foundations. Our CPA firm guides entrepreneurs through every step including entity selection and formation, obtaining federal and state tax IDs, setting up business bank accounts, choosing and implementing accounting software like QuickBooks, establishing payroll systems, understanding sales tax obligations, creating financial projections, and developing tax-efficient compensation strategies. We become your trusted financial advisor from day one, helping you avoid costly mistakes and build a solid foundation for long-term business success.

What family financial planning services do you offer for Owasso residents?

We provide comprehensive financial planning services specifically designed for growing Owasso families. Our services include retirement planning and 401(k) optimization, education savings strategies using 529 plans and Coverdell ESAs, tax-efficient investment planning, charitable giving strategies, estate planning coordination, life insurance needs analysis, and multi-generational wealth transfer planning. We help families balance current lifestyle needs with long-term financial security, ensuring you make smart decisions about saving, investing, and tax planning that support your family's future goals.

How does your pricing work for Owasso clients?

We offer transparent, competitive pricing for all our accounting and tax services. Individual tax returns typically range from $250 to $600 depending on complexity, while business tax returns are priced based on entity type, transaction volume, and business structure. Monthly bookkeeping services start at $200 per month, and we offer package deals for clients who need comprehensive services. We provide free initial consultations where we review your specific situation and provide a clear, upfront quote with no hidden fees. Our Owasso clients appreciate knowing exactly what to expect before engaging our services.

Are you accepting new clients from Owasso?

Yes, we are actively accepting new clients from Owasso and surrounding communities. Our Tulsa office is conveniently located just 20 minutes from Owasso, and we also offer comprehensive virtual services for clients who prefer remote meetings. We serve both individual taxpayers and businesses of all sizes, from sole proprietors to established corporations. To get started, simply call us to schedule a free consultation, or complete our online contact form. We'll discuss your specific needs, explain how we can help, and outline our services and pricing. Many of our long-term client relationships begin with a simple phone call.

Contact Your Owasso CPA

Schedule Your Consultation

Office Information

(918) 922-1019

Matt.Klingeman@klingemancpas.com

6539 E 31st St
Tulsa, OK 74145
20 minutes from Owasso

8:00 AM - 5:00 PM
Saturday: By Appointment
Sunday: Closed

About Owasso, Oklahoma

Owasso is a vibrant community north of Tulsa with over 38,000 residents who enjoy excellent schools, beautiful parks, and a thriving business environment. Known for its family-friendly atmosphere and strong community pride, Owasso continues to be one of Oklahoma's most desirable places to live.

Whether you're establishing roots in Owasso or have been part of the community for years, our CPA services help you achieve your financial goals and build lasting prosperity for your family.

Ready to Work with Owasso's Trusted CPA?

Schedule your free consultation today and discover how our expertise can benefit your financial future.

Former IRS Management • 20+ Years Experience • Serving All of Tulsa Metro