Your trusted business adviser
Who We Are
At Preston Smith, PLLC, we are a full-service accounting firm dedicated to serving small businesses, individuals, families, and nonprofit organizations in the Tulsa, Oklahoma area. Our team of experienced professionals is committed to being the most trusted advisor to our clients. Whether you need assistance with tax compliance, strategic tax planning, accounting, bookkeeping, or other consulting services, we are here to help make your financial life easier.
Our Services
We offer a wide range of services to meet the unique needs of our clients. Our services include:
- Accounting Services: We provide customized accounting services, including financial statement preparation, budgeting, and forecasting. Our experienced accountants will work closely with you to understand your business goals and develop a personalized plan to achieve them.
- Bookkeeping Services: We offer customized bookkeeping services, including QuickBooks setup and support, to help you manage your finances efficiently.
- Tax Services: Our experienced tax professionals will help you navigate the complex tax code and ensure you are taking advantage of all the tax savings available to you.
- Consulting Services: We offer customized consulting services, including business planning, financial analysis, and strategic planning to help your business thrive.
- Assurance Services: We provide audit, review, compilation, and agreed-upon-procedures services to help you achieve your financial goals.
- Family Office Services: We understand the unique financial needs of high-net-worth individuals and families. Our family office services include tax planning, wealth management, and financial planning.
- Business Consulting: We offer customized business consulting services, including business planning, financial analysis, and strategic planning to help your business thrive.
Our Team
Our team is comprised of experienced professionals who are dedicated to providing exceptional service to our clients. Our team includes:
- Preston B. Smith, CPA: Preston has been practicing public accounting in Tulsa since 1998 and has extensive experience in tax planning, financial analysis, and business consulting.
- Kimberly A. Smith: Kim has extensive experience in bookkeeping, marketing, and business development and is a certified QuickBooks ProAdvisor.
What Our Clients Say
We pride ourselves on our exceptional service and commitment to our clients. Here's what some of our clients have to say about us:
- "Preston is a talented and trustworthy professional. His expertise with GAAP and his knowledge of the Internal Revenue Code make him an easy choice for any person or company requiring a professional accountant's services." - Ken Keever, Attorney at Law
- "Preston has been an awesome asset to our start-up company. He has been invaluable in answering questions and providing guidance on tax and financial matters." - Angie Hammond, Owner, Pixel Dust, LLC
- "Preston took over my tax records and preparation 5 years ago. He did a great job in working through all the tax and investment records and saved me a lot of money. His knowledge of tax law is a great asset." - Buster, Small Business Owner
Expert Tax Services
Preston & Joni have received glowing reviews from numerous clients, showcasing their exceptional expertise and exceptional service. From helping new business owners navigate setup and tax savings to providing personalized guidance and attention, Preston & Joni have consistently delivered outstanding results.
Client Testimonials
Each client has praised Preston & Joni's expertise, patience, and dedication. They have demonstrated expertise in navigating complex tax matters, identifying deductions and credits, and providing personalized guidance. Preston's staff has also been praised for their professionalism, knowledge, and ability to think outside the box.
Consistency and Reliability
What's striking about these reviews is the consistent praise for Preston & Joni's services. Year after year, clients have returned to them for their tax needs, and the quality of service has only improved. Preston & Joni's commitment to excellence has earned them a reputation for reliability and trustworthiness.
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