Welcome

This website exists to provide clients and potential clients with information concerning my unique, low-pressure approach to personal and professional services. I have an excellent client-retention rate and I am extremely proud of the high-quality services that my firm provides.

Please, feel free to browse my website to see the services I offer as well as the many helpful resources I provide. When you are ready to learn more about what I can do for you, I encourage you to contact me.

Newsletter

Read our regular updates to learn what the latest tax updates might mean for you.

Client Portal

Services

See all of our tax, accounting and financial services for you or your business.

Where is my Refund?

Check on the status of federal or state tax refund.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, I can help you evaluate the available options. My focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Send a message

Contact Information

Email: cindy@cindyhalbertcpa.com
Call: 405-308-9233
Fax: 405-562-8564

PO Box 61
Piedmont, OK 73078

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Complete tax services with a personal touch

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