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PARTNER WITH OUR TEAM.

Guidance | Proactive Advice | Leadership

OUR SERVICES

Tax Preparation & Planning

From personal/family tax to large corporate returns for an expanding business, we cater to a wide range of clients. We do more than prepare a tax return. We use your return as a visual aid to teach and help you plan for the future. 

YOUR cfo / controller

This is our special niche. Many business owners struggle to find that key person with the expertise to lead their accounting operation. Instead of hiring a full-time bookkeeper, let our team of CPA’s, tax professionals, and QuickBooks experts fill that crucial role as your CFO

Business Services

Our practice offers a full scope of services ranging from payroll, bookkeeping, financial statements, new business formation, and guidance. We answer all questions from setting up the business entity and the best tax structure to fit your specific situation.

QuickBooks Services

QuickBooks is the ideal business accounting software for small to mid-sized business owners. Many of our clients need us to assist their staff in maintaining the accuracy of their financial reports. From a large clean-up project to ongoing QuickBooks consulting, our firm has extensive software skills and accounting knowledge to provide accurate, real-time financial statements. 

financial planning

One of the most unique aspects of our practice is working closely with financial planners. This is teamwork at it’s best, when tax pros work with financial advisors to prepare for your future and guide you towards retirement. 

BUSINESS & FINANCIAL CONSULTING

It is challenging to make decisions without understanding your financial statements. Our firm offers monthly, quarterly, and annual meetings to teach our client’s about tax, provide business coaching, and dive deep into their financial reports. We love empowering our clients with the knowledge to help them grow their business. 

Our Values

Our firm provides outstanding service to our clients because of our dedication to the three underlying values of being innovative when creating solutions, responding timely to our clients, and delivering the highest quality of service with a focus on maintaining strong relationships.

INNOVATION

– Creating Unique, Customized Solutions –

Take a breath of fresh air, because we do things differently here at OG. The days of scattered receipts, long rolls of adding machine tape, and antiquated bookkeeping styles are things of the past. Our clients need a firm that is up-to-date on technology and modern resources that allow the creative development of cost-effective solutions.

At Oliver Financial Group, we are able to create solutions for our clients that have never been provided to them by other firms. We are hands on in our approach to finding the record keeping solutions of our clients. Every client is different and has different needs. We take time to listen to the needs of our clients and think outside of the box to create ongoing procedures. This is what makes us one of the most unique firms in the area.

RESPONSIVENESS

– We Deliver, We call you back, On Time –

The number one reason why a client leaves their former accounting firm, CPA, bookkeeper, or payroll processor is always the same: They were too slow to respond. We’ve taken responsiveness to a whole new level and ensure we respond to our clients within 24 hours. Yes, our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

RELATIONSHIPS

– We Care Here –

We Care Here is a motto developed early on during the establishment of Oliver Financial Group. It is extremely important that you are treated with care and respect when working with the professionals you trust for vital information on items such as medical, legal, and financial matters. When it comes to your family and your business, it is both invaluable and life changing to have a firm care for you we do here at Oliver Financial Group. We Care Here. 

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms.

What Others Say

Oliver Tax Group
5.0
Based on 36 reviews
andy mitchell
andy mitchell
I would highly recommend Kevin Oliver and his team for any and all of your tax work. I have personally used Kevin for the last 5 years and I have always known that all my tax questions and concerns were taken care of immediately. Kevin and his staff are the best when it comes to helping your company save money and plan ahead to be more successful each year!
Forney Dallas
Forney Dallas
Kevin was great to speak with. He is very knowledgeable and cares about what you want to achieve. I would highly recommend him for any type of tax needs.- Marie
Kris McDaniel
Kris McDaniel
He's been doing my tax return for over 10years and he is excellent.
Brodie
Brodie
Oliver Tax Group is awesome. Very professional, quick response, and quick turnaround. Kevin is a great guy. Would highly recommend.
S Wood
S Wood
Kevin was real knowledgeable and professional. He listened and gave sincere attention to details. I recommend this office to anyone without reservation.
Matt Melcher
Matt Melcher
There is no one better than Kevin Oliver to do your taxes!!! Don’t walk, but run to get him and his team to do all your tax work. Great guy that treats you like family!!!
Casey Cole
Casey Cole
I cant say enough great things about Kevin and his team. Kevin has handled my taxes over the last 10 years of business and I have yet to meet another CPA as up to date on tax laws and just tax in general. The man is the GURU of taxes. Thanks for saving me all the money over the past 10 years and looking forward to 10 more!
Lisa Smith
Lisa Smith
My family moved to Heath, Texas in 2022 and we were lucky enough to find Oliver Tax Group to prepare our taxes. Kevin is the best! Our return was pretty complicated but Kevin made it seem easy. He was very patient with us and explained everything in detail. Will definitely keep him in our back pocket!Thanks Kevin!!!
Madeline Rice
Madeline Rice
Kevin is THE BEST!
Krystal Covarrubias
Krystal Covarrubias
Kevin was great to work with. Very professional, personable and relatable. It was easy to talk to him about our circumstances and he gave us information about all we asked for and more. If you need help with your taxes, hire Him. I’m sure you will be satisfied. Thanks Kevin!
Rhonda Daniels
Rhonda Daniels
Kevin was absolutely fantastic! He was super professional and patient. We were not happy with our previous tax person due to lack of making you feel like they cared to explain anything to us. Kevin personally took the time to go over our taxes and explain the Why behind our return and what we can due next year to maximize our return. We have found the perfect CPA. He even encouraged us to call during the year if we have any questions. Phenomenal Service!
seth simmons
seth simmons
I have worked with Kevin for years now and I simply cannot speak highly enough of his professionalism. He and his staff not only make you feel like you're part of the family, their responsiveness to any questions/concerns couldn't be more timely. Kevin has developed a true dream team at this firm no matter what you're looking for I assure you they can provide that and more, you'll simply wish you had made the transition to work with this firm years prior! Thank you for everything Oliver Tax Group!!
Circle M Metals
Circle M Metals
Kevin Oliver is the man.
Shane Broeske
Shane Broeske
I have been working with Kevin many years. Kevin and the team have always done a fantastic job for all of my companies. Great guy and great team. Highly recommend!
Christy Howard
Christy Howard
Oliver Tax Group has been FANTASTIC in all they have done for our company. Always pleasant and ready to help you with anything you need. They are top of everything, someone you can definitley depend on ! Thank you all ! Christy Howard
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Oliver Tax Group

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