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Provident Business, Financial & Professional Services agency logo

Provident

Business, Financial & Professional Services Tulsa, Oklahoma, United States
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Provident is a tax planning and accounting firm founded in 2016. It offers a personalized membership program with concierge-level tax planning. The firm serves small businesses and legal industry clients.

Provident is a tax planning and accounting firm headquartered in Tulsa, Oklahoma, founded in 2016. The firm positions itself as a concierge-level tax planning service, offering a personalized membership program designed to help clients keep more of their money. With a team of 50 to 99 employees, Provident serves small businesses and legal industry clients across the United States.

The firm's core philosophy begins with tax planning, claiming strategies that can provide a 1,000-2,000% return on investment. After addressing tax inefficiencies, Provident conducts a deep dive into the financial and operational health of client businesses. This approach is marketed as a comprehensive solution for business owners seeking to minimize tax liabilities and improve overall financial performance.

Provident's services include accounting, business consulting, and tax preparation. The firm lists tax preparation as a key area of expertise. While the primary industry served is legal, the client base also includes small business and finance sectors. The firm has additional locations mentioned in its DesignRush profile for New York City and Tucson, though the headquarters remains in Tulsa.

Client reviews on Google give Provident a 4.1 rating based on 17 reviews. Positive feedback highlights the team's ability to help clients transition from employee to business owner, secure tax benefits, and provide trustworthy service. However, negative reviews describe severe delays, lack of communication, and penalties from late filings, with some clients reporting significant financial harm. The mixed sentiment suggests variability in service quality.

Provident's portfolio is not detailed in the profile, but the firm emphasizes its membership model and high-ROI tax planning. The firm's website and social media presence (Facebook and LinkedIn) provide additional resources for potential clients. Overall, Provident is best suited for small business owners who prioritize aggressive tax planning and are comfortable with a membership-based engagement model.

Services

  • Accounting
  • Business Consulting
  • Tax Preparation

Industries Served

Legal

Team Size

50 - 99

Pros

  • Clients report significant tax savings and personalized attention.
  • Positive feedback highlights strong tax planning and customer service.

Cons

  • Some clients experienced severe delays and lack of communication, resulting in penalties.

Client Review Analysis

Mixed reviews: some clients praise tax savings and service, while others report late filings, penalties, and poor communication.

Frequently Asked Questions

Provident provides accounting, business consulting, and tax preparation services with a focus on tax planning.
The firm employs between 50 and 99 people.
Provident's headquarters is at 6100 S. Yale Ave., One Warren Place, Suite 1010, Tulsa, Oklahoma, United States.
Pricing details are available upon inquiry; the firm does not publicly list minimum budgets or hourly rates.
Provident primarily serves the legal industry, along with small business and finance clients.
Google reviews show a 4.1 rating with mixed feedback: some clients praise tax savings and service, while others cite delays and communication issues.
Yes, Provident offers a personalized membership program with concierge-level tax planning.
The firm starts with tax planning strategies that aim to provide a 1,000-2,000% return on investment before addressing broader financial health.
Provident differentiates itself through a membership model and a focus on high-ROI tax planning, but some reviews indicate inconsistent service.
Provident was founded in 2016.
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