Services for Individuals

Personal Financial Services

With the help of Greg Marriott CPA PLLC, you will get one-on-one attention to create a comprehensive financial plan that will help manage risk, improve performance, and ensure the longevity and growth of your wealth. We like to see people succeed, and when you partner with us, we will help you invest in a more financially stable future. Our team of advisors will work with you to meet your financial goals. Contact us today to learn more!

Monthly Bills Check List — Okmulgee, OK — Greg Marriott CPA PLLC

Our team will help you:

Save enough for a comfortable retirement

Review your child’s college education needs

Protect your family

Leave a legacy for your family

Life insurance

Estate Planning

When you’re in the market to begin creating your estate plan, there is a lot to consider. Estate planning can be costly and complicated and involves a list of items such as probate costs, asset appraisals, life insurance, IRA’s, 401 K’s, final expenses, and more. Planning for the future will make things easier for yourself and your family. That’s where our dedicated team steps in. We know that every situation is different and we provide individual recommendations and research that is unique to you.

Man Signing A Contract While Holding Miniature House — Okmulgee, OK — Greg Marriott CPA PLLC

We can help:

Define your estate planning goals

Work with your lawyer and investment advisors

Evaluate and recommend options

Update and analyze your plan based on federal and state estate tax laws

Income Tax Preparation

We prepare income tax returns for all individuals with any income activity. From simple returns that include business activities to other endeavors, we do it all. To find out more information, visit our tax services page here.

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