Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

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PREPARING FOR THE FUTURE

Estate Planning
Crisis and Transition Management
Strategic Planning / Forecasting
Mergers & Acquisitions
Debt / Equity Financing
SEC Reporting

See How We Can Help

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Tax-deductible expenses for rental property owners

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Maximize Business Tax Deductions in 2025 | Expert Tips

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Tax Planning Strategies for Small Business Owners in 2025

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Tax Extension: File on Time with Help from Roger Ely CPA

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✅ Checklist: What to Bring to Your CPA for 2024 Taxes – Seminole, OK

Stay organized for tax season! Learn what documents you need to file your 2024 tax return in Seminole, OK. Expert tax help from Roger Ely CPA. What Documents You Need to File Your 2024 Tax Return – A Checklist to Stay Organized Tax season is here, and gathering your...

What to Bring to Your CPA for Taxes: Get Prepared Today

What to Bring to Your CPA for Taxes: A Comprehensive Guide for Edmond, OK Residents Need tax prep help? Learn what to bring to your CPA for taxes with Roger Ely CPA in Edmond, OK. Maximize deductions and file stress-free. Call today! What to Bring to Your CPA for...

Prepare for Business Tax Preparation: Essential Tips by Roger Ely CPA

Meeting the March 15 tax filing deadline is critical for small business owners to avoid penalties and stay compliant with tax laws. Organizing and submitting the necessary documents on time not only reduces stress but also ensures accurate tax preparation. At Roger...

Master Small Business Tax Deadlines with Roger Ely CPA

Understanding Small Business Tax Deadlines: A Guide for Edmond, OK Entrepreneurs As a small business owner, staying on top of tax deadlines is critical to avoid penalties and ensure smooth operations. Navigating these deadlines can be challenging, but with proper...