Tax preparation service Sherri Davis Financial LLC 4216 N Portland Ave suite 205, Oklahoma City, OK 73112
Welcome to Sherri Davis Financial LLC, your trusted partner for tax preparation services in Oklahoma City. Located at 4216 N Portland Ave, Suite 205, we specialize in providing comprehensive tax solutions that cater to both individuals and businesses. Our goal is to help you navigate the complexities of tax preparation, ensuring that you maximize your returns while remaining compliant with all regulations. To get started, call us at (405) 254-5066 or visit our website to learn more about our services.
Our Services
At Sherri Davis Financial LLC, we offer a range of financial services, including:
- Tax Preparation for Individuals and Businesses
- Tax Planning Strategies
- Financial Advisory Services
When working with us, you can expect a personalized approach tailored to your financial needs. We recommend bringing relevant documents such as:
- Your previous year’s tax returns
- W-2 and 1099 forms
- Records of any additional income
- Documentation for deductions and credits
How We Help
Our experienced team will guide you through the tax preparation process, ensuring that you understand every step and the implications of your financial decisions. We are committed to providing clarity and peace of mind throughout your engagement with us.
Helpful Resources
For more information about our services and to access additional tax resources, visit our website. You can also find us on Google Maps for easy directions to our office.
Frequently Asked Questions
What types of tax returns do you prepare?
We prepare individual and business tax returns, including standard 1040 forms and various corporate returns.
How do I schedule an appointment?
You can schedule an appointment by calling us at (405) 254-5066 or visiting our website.
What documents should I bring for my tax appointment?
Please bring your previous tax returns, W-2s, 1099s, and any documentation related to deductions.
Can you help with tax planning?
Yes, we offer tax planning services to help you strategize your tax obligations and maximize your returns.
How long does the tax preparation process take?
The timeline can vary based on the complexity of your return, but we strive for efficient service without sacrificing quality.
Do you offer electronic filing?
Yes, we provide electronic filing for a quicker and more secure tax submission process.
What if I owe money to the IRS?
If you owe money, we can help you explore payment options and strategies to manage your tax debt.
Are your services confidential?
Absolutely, we prioritize your privacy and confidentiality in all our services.
Informational only — not legal, financial, or insurance advice.
Tax preparation service Sherri Davis Financial LLC
4216 N Portland Ave suite 205, Oklahoma City, OK 73112
(405) 254-5066
https://www.partnersinplanningok.com/team/sherri-davis
Rating 5.0 of 1 reviews
Directions
Others Nearby
CPA Financial Advisor in Oklahoma City Oklahoma
