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 our team. your future.

Take your business to the next level and provide your family peace of mind.

Oliver Tax Group
5.0
Based on 14 reviews
Google Rating
5.0
Based on 14 reviews
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what we do

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. 

cfo / controller services

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, establishing internal controls, etc. 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 14 reviews
Amy Davis
Amy Davis
Kevin has been doing our taxes for the last 7 years, he is always willing to answer our questions and very prompt when filing our returns.
Soulman’s Bar-B-Que
Soulman’s Bar-B-Que
Thank you for all that you do for our team here at Soulman's BBQ!
Benjamin Lund
Benjamin Lund
Kevin is very easy to talk to and happy to answer questions. I had never used a CPA before Kevin (I was kind of worried about the experience) but I am definitely going back.
Carly Weiss
Carly Weiss
Owning a small business at the age of 21 has been quite the challenge, however, Kevin has been awesome at giving me financial advice as well as handling all my financial needs, especially during tax season! He always make sure I understand exactly what is going on! Extremely thankful for him and all his awesome hardwork!
Alicia Pritchett
Alicia Pritchett
Kevin works magic we have only used him for the past few years but couldn’t imagine using anyone else. Seriously the tax wizard!
Megan Shutt
Megan Shutt
My husband and I have been looking for a quality CPA who we can trust and use for the long term. Oliver Financial Group LLC has prepared our taxes for the past two years and we have been so amazed at the efficiency, quickness of communication and personability of Kevin Oliver and his team. I highly recommend Kevin Oliver and his team. We had new finances and did not know how to navigate taxes and financials, Kevin and his team answered all our questions, were supportive and took the time to make sure we felt comfortable.
Amber Synesael
Amber Synesael
My husband and I have battled "tax ignorance" for years. It wasn't until we landed here at the Oliver Tax Group that we realized how much guidance we needed in the world of taxes... and Kevin Oliver certainly knew just what we needed to put us on track. He not only helped us navigate our current year taxes, but also set us up for better tax positioning next year. He explained things so well, was extremely patient, and of course - super friendly and professional! Highly recommend this team!
Nancy Spurgeon
Nancy Spurgeon
I was referred to Kevin and I wish I could give more stars! Kevin helped me so much as a new business owner from the start up of getting started as an LLC and walking me through it all. I am HUGE on customer service and without his guidance I would be so lost. Thank you so much and I would HIGHLY recommend him to anyone!
HomeLife with Nicc
HomeLife with Nicc
Kevin Oliver and his team were a DREAM to work with!! He made things so easy for us, he was super quick and efficient, and incredibly thorough! He made sure we clearly understood everything from beginning to end! I would recommend him to any business owner AND to anyone who needs any tax assistance at all! He is very professional and incredibly knowledgeable! This is our second year using him and his practice and we will no longer be using Turbo Tax lol. Thanks Kevin and team!
Matt Cantu
Matt Cantu
Kevin and The Oliver Group overall are a first class operation. It's very rare to find customer service as a priority in the Accounting and tax preparation industry, but Kevin absolutely treated me like I was his only client. I had a complex situation that involved corporate relocation, after being relocated less than 2 years prior. I hired Kevin to assist me in making sure I was being compliant with my taxes, while not being penalized for my moves unfairly and overpaying. He reviewed everything with me in great detail and I was never made to feel like I was bothering anyone with my constant questions and worry. A+ operation and team! I would definitely recommend Kevin and his firm to anyone looking for these kinds of services.
Austin Green
Austin Green
I have used this company to file my personal income taxes for the past 4 years. Kevin is incredibly knowledgeable and great to work with, which is important since my husband is self-employed. I highly recommend his firm.
Roger Safont
Roger Safont
I have been using Kevin and his team for years. They are phenomenal. I rarely write reviews but just felt compelled to give him 5 starts.
Timmo Payne
Timmo Payne
Amazing service. Kevin is very knowledgeable and experienced. Best tax prep, tax planning, and payroll in Rockwall!
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Oliver Tax Group

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