DP Financial & Tax developed and refined a unique program to efficiently compile our client's financial information.  Below are tax and planning resources that are essential to this process, including downloadable engagement letters and tax organizers. Other helpful documents and links to important IRS and Oklahoma Tax Commision forms have been compiled below for the ease of our clients.

1. Tax Organizer for 2019 - Individual (1040)

2. 2019 Engagement Letter - Individual

3. Tax Organizer for 2019 - Business (1120, 1120S, 1065)

4. 2019 Engagement Letter - Business

5. IRS New Tax Laws for 2018 and Beyond

6. Rental Property Tax Organizer for 2019


Oklahoma Tax Commission
Forms and Web Links

1.        Small Business Forms

2.        Sales Tax Rates

3.        Small Business Workshops

4.        Forms and Publications

5.        OK Estimated Tax Forms



Secretary of State Web Links


1.        New business? Check Name Availability

2.        Needing to Dissolve Your Corporation?



Internal Revenue Service
Forms and Web Links

© 2019 by DP Financial & Tax.

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