Greg Marriott CPA, PLLC

Greg Marriott CPA, PLLC Greg Marriott CPA PLLC is a full-service CPA firm specializing in business accounting and payroll s

Greg is a 1975 graduate of Okmulgee High School: received a Bachelor of Accountancy degree in May of 1979 from the University of Oklahoma; earned CPA certificate in 1982; and worked for two CPA firms in Tulsa from May 1979 through September 1986.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/22/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Now that tax season is in the rearview mirror, you're in a great position to make next year easier and more rewarding. I...
05/20/2026

Now that tax season is in the rearview mirror, you're in a great position to make next year easier and more rewarding. It might seem early to start planning for 2027, but doing a few small things now can reduce future stress, help you capture deductions you might miss, and prevent surprise tax bills.

Swipe for a few key steps you can take to stay organized, plan ahead, and keep your finances moving in the right direction.

We hope these tips are helpful over the next year. As always, if you have any questions that come up over the year, know that our team is here for you. Don’t hesitate to reach out.

A tax refund isn’t just extra cash — it can also be an opportunity to take a big step forward. Whether you're thinking a...
05/12/2026

A tax refund isn’t just extra cash — it can also be an opportunity to take a big step forward. Whether you're thinking about using your refund to save, invest, or give back, there are many beneficial things you can do with your refund. Swipe for more.

We hope these suggestions help you decide how to use your refund this year. Remember, if any tax-related questions come up for you during the rest of the year, don't hesitate to reach out. We're here to help!

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who en...
05/10/2026

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who enrich our lives with love, wisdom, and unwavering support.

We hope your day is filled with the appreciation, warmth, and joy you so richly deserve.

Happy Mother's Day!

Tax season may be over, but smart business owners know the tax work doesn’t stop there! Take note of these key steps to ...
05/05/2026

Tax season may be over, but smart business owners know the tax work doesn’t stop there! Take note of these key steps to set your business up for success this year.

Have questions about your return or other account matters? Reach out. We’re here to help you all year long.

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, wit...
05/01/2026

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

Since tax season has officially come to a close, we wanted to take a moment to say thank you to everyone who trusted us ...
04/21/2026

Since tax season has officially come to a close, we wanted to take a moment to say thank you to everyone who trusted us with their returns, planning, and questions. We’re proud to have helped you cross the finish line with confidence.

Just because tax season is over doesn’t mean we’re going anywhere. If you have questions about your return or a quarterly filing, give us a call and we can help. We're here for you year-round.

When you think of “saving for a rainy day,” you probably think of saving money for an emergency. But did you know that i...
04/17/2026

When you think of “saving for a rainy day,” you probably think of saving money for an emergency. But did you know that investing the time and money to ensure your books are accurate can help your business weather any storm?

Accurate financial records help you catch potential cash flow problems early, handle audits confidently, and help you make informed decisions when it matters most.

If you have questions about your books or would like our help keeping things organized, give us a call. We’re here for you.

With the arrival of Tax Day, we want to take a moment to thank all of our clients for letting us be a part of your finan...
04/15/2026

With the arrival of Tax Day, we want to take a moment to thank all of our clients for letting us be a part of your financial journeys this tax season. We’re grateful for your trust — and cheering you on for another successful year ahead!

Looking ahead, if you have any post-tax filing needs or if we have filed an extension and you have questions, give us a call. We’re here for you.

03/26/2026

Three weeks from yesterday is April 15th. I wanted to take a few minutes to discuss the significance and procedures regarding this day.

First of all, you can apply for a six-month extension by "filing" form 4868. When filed timely, it is automatically accepted. It can be filed electronically or mailed and postmarked on or before April 15th. Let me give you an example of why it is best to file the extension electronically and maintain a valid record of the filing and acceptance through quality tax preparation software. Yesterday a client emailed me a letter from the IRS stating that penalties were due because their 2022 tax return was filed late. Yes, 2022! I obtained a form 2848 income tax power of attorney from the client.
With the 2848, I was able to contact the IRS through a "practitioner priority line", which can only be accessed by CPA's and EA's. The IRS only allows faxing of form 2848 to secure fax lines that they maintain. I faxed the 2848 to the IRS representative who verified the ex*****on of the form and my identity through a process that includes a specific CAF (Centralized Authorization File) number that is specific to me, along with answers to specific questions. With the electronic documentation created when the extension was filed, I was able to provide the representative what he needed to prove the timely filing of the extension and remove the penalties. If I would have mailed the form 2848, it would have required a signed return receipt from the IRS that specified that the extension was for this specific client. That would be difficult to prove.

In addition, if you file an extension and there will be a balance due when the tax return is filed, interest and penalty for late payment will begin accruing on April 16th. This is basically the current interest rate plus .5% penalty per month. The larger late filing penalty (5% per month for the first five months) is eliminated, but the late payment penalty occurs. To avoid the late payment penalty and interest, a payment needs to be made with the extension. The extension is still valid without a payment, but the late payment penalty and interest will occur. Some taxpayers feel that this is fine. Basically, the same as borrowing the balance due from the bank.

With this information, you can plan what you will need to do on or before April 15th.

Feeling extra lucky this St. Patrick’s Day 🍀 We couldn’t let the day pass without saying how grateful we are for the won...
03/17/2026

Feeling extra lucky this St. Patrick’s Day 🍀 We couldn’t let the day pass without saying how grateful we are for the wonderful clients who make our work so rewarding all year long.

Thank you for your trust, partnership, and support. Here’s to more success, good fortune, and plenty of reasons to celebrate ahead!

Address

215 E 8th Street
Okmulgee, OK
74447

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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