What We Do

Accounting & Tax, done with precision.

We help small businesses, families, and individuals gain a clear understanding of their financial position with professional financial services tailored to their needs/goals.

01

Business Accounting & Payroll Services

Our mission is to help small businesses, families, and individuals gain a clear understanding of their financial position. We deliver accurate accounting, organized records, and reliable payroll processing with quarterly filings and year end reporting included. All work is performed in accordance with the standards set by IRS Circular 230 and the Oklahoma Tax Commission. Recommendations are tailored to each client and always guided by the highest professional and ethical standards.

02

Tax Planning & Preparation

We work closely with clients to help them understand how their financial choices may impact their tax position. We develop tax planning strategies designed to identify available tax saving opportunity while remaining compliant with applicable tax laws. Comprehensive preparation services help you meet all tax obligations on time, with filings that are accurate, complete, and fully compliant with federal and state regulatory requirements.

03

Insurance Services

We provide a full range of personal and commercial insurance solutions designed to help you protect what matters most. Our team works with you to identify coverage options that fit your unique needs, while finding you the best premium possible.

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04

Financial Planning & Wealth Management

We offer financial planning and wealth management services designed to help you build, protect, and manage your financial future. Our approach focuses on understanding your goals and developing strategies that align with your long-term objectives while maintaining the highest professional and ethical standards.

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New to us?

Need to file taxes? Start with our intake form.

Fill out our Tax Services Intake Form and return it to sonya@stjohnfinancialgroup.com. We will connect with you within 48 business hours.

Want more information?

Download our service checklists or schedule a free consultation with David St. John.

  • Customized recommendations grounded in professional ethics
  • Coordinated tax, accounting, and payroll
  • Federal & state tax compliance