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Sherry L. Dale — CPA in Oklahoma City, Oklahoma

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Sherry L. Dale

Certified Public Accountant | Licensed in Oklahoma
0.0 (0 reviews)
Verified Licensed
6608 N Western Ave Ste 623, Oklahoma City, Oklahoma 73116 View on Maps

About Sherry L. Dale

Sherry L. Dale is a licensed Certified Public Accountant (CPA) based in Oklahoma City, Oklahoma, with extensive experience serving the financial needs of businesses and individuals.

With over 20 years of experience in tax planning and general accounting, Dale provides expert guidance in areas such as business tax services, individual tax planning, and financial statement preparation.

Her specialization in tax consulting and general accounting advisory services has enabled her to help numerous clients optimize their financial operations, navigate complex tax laws, and achieve their business goals.

Sherry L. Dale's expertise spans various business structures, including S-Corps, partnerships, and family-owned enterprises.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

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