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Industries

Individuals

As your individual needs grow and change, our firm is prepared to grow with you and help you make the best decisions possible. We work with a vast number of clients in all phases of life. Your direct interaction with our partners will provide you with the one-on-one experience you deserve to help you enter each new phase informed and equipped for success. We provide the following services to individuals in all walks of life:

  • Tax planning & projections
  • Retirement planning
  • Gift planning
  • Education expense planning
  • Estate planning
  • Preparation of tax returns for individuals, trusts, gifts & estates
  • Representation before the IRS and state taxing authorities
  • Preparation of personal financial statements
  • Financial settlements in separation & divorce

For more information, contact us at (918) 749-0921 or at info@cgwpllc.com.

Why Our Firm?

Conklin, Gilpin, & Wertz Delivers.

We know you have choices when it comes to selecting a CPA firm. Our practice has been built upon decades of experience with clients from individuals to large corporations across a wide variety of industries. As a client of our firm, you can expect the following:

  • Direct interaction with our partners.
  • Drive & motivation to help you meet required deadlines.
  • Open & up-front communication during the project.
  • Creative solutions when faced with challenges.
  • Thorough & efficient performance by our staff.
  • Overall commitment to excellence & quality.