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
Team Size
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.