At Susan Dick and Associates, CPA, PC, we believe in providing an array of services which give you ample opportunity for adding value to accomplishing your personal or business financial needs. Our job places an emphasis on continued education to stay abreast of ever-changing rules and regulations so we can be an accurate resource for you. Working with both individuals and businesses alike, our practice revolves around providing our clients with sound advice, resources and assistance to help them with their financial needs.
Individuals
Tax
- Preparation of federal and state tax returns, within or outside of Oklahoma
- Electronic filing of your federal and state tax returns (no additional cost)
- Refund direct deposited to your bank account (no additional cost)
- Taxes owed directly withdrawn from your bank account (no additional cost)
- Estimated income taxes for federal and state taxes
- Fiduciary returns for trusts and estates
- Gift, estate and generation-skipping transfer taxes
- Individual income tax planning
- Self-employment tax planning
- Alternative minimum tax planning
- Year-end and mid-year tax planning to maximize tax opportunities
- Federal and state tax credits
Tax audit representation and dispute resolution
Investment Advisory and Retirement Services
- Investment management
- Investment alternatives
- Retirement planning and consulting
- Tax planning
- Educational funding
- Succession planning
- Estate planning
Risk management
Estate and Trust Services
Businesses
Tax
- Income tax preparation
- Tax Planning
- Payroll taxes
- Sales and use taxes
- Tax audit representation and dispute resolution
- Identify your estimated current tax situation for the year
- Analyze opportunities available to reduce your taxes for the year
Bookkeeping Services
- Daily bookkeeping activities such as journal entries
- Monthly income statements
- Year-end statements
Payroll Services
- Payroll (weekly, biweekly or monthly as desired)
- Payroll taxes
- Quarterly reports
QuickBooks Set up and Support
- Initial setup and installation
- Training to properly operate QuickBooks specifically for the business
Qualified Retirement Plans
- 401(k) Plans
Financial Statements
- Monthly Balance Sheets
- Profit and Loss information
- Cash flow evaluations
- Quality of Earnings assessment
- Strategic Ratio Analysis
- Budgeting
Forecasts and projections
Non-Profit Organizations
Income Taxes
- Income tax preparation
- Tax planning
- Tax audit representation and dispute resolution
Bookkeeping Services
- Daily bookkeeping activities such as journal entries
- Monthly income statements
- Year-end statements
Payroll Services
- Payroll (weekly, biweekly or monthly as desired)
- Payroll taxes
- Quarterly reports
QuickBooks Set up and Support
- Initial setup and installation
- Employee training to properly operate QuickBooks specifically for the business
Susan Dick and Associates, CPA, PC
330 S Johnstone Ave
Bartlesville, OK 74003
(918) 337-5277
(877) 336-5402
Fax (918) 336-5403
sdick@susandickcpa.com
