Sign In Get Started

Lori S. Jackson — CPA in Stillwater, Oklahoma

LS

Lori S. Jackson

Certified Public Accountant | Licensed in Oklahoma
0.0 (0 reviews)
Verified Licensed
5206 W 5th Ave, Stillwater, Oklahoma 74074 View on Maps

About Lori S. Jackson

Lori S. Jackson is a practicing CPA with over a decade of experience providing accounting services to businesses and individuals in Stillwater, Oklahoma.

Specializing in basic accounting services, business tax services, and tax compliance, she offers expert guidance on tax planning and consulting, including retirement account tax reporting.

Her clients, consisting of individuals and families as well as entrepreneurs and startups, appreciate her meticulous attention to detail and thorough understanding of tax laws and regulations.

As a seasoned professional with experience in tax planning and compliance, Lori S. Jackson helps her clients navigate complex financial situations and make informed decisions about their financial futures.

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.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Stillwater

RW
Rodney W. Goodner
Stillwater, Oklahoma
KJ
Kristi J. Howey
Stillwater, Oklahoma
HR
Heather R. Lewis
Stillwater, Oklahoma
RA
Robert A. Newman
Stillwater, Oklahoma
PJ
Philip J. Norwood
Stillwater, Oklahoma
PD
Paul D. Arterbery
Stillwater, Oklahoma

Contact Lori S. Jackson

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns