We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

About James Adelman

James R.  (Jim) Adelman is an Enrolled Agent who formerly practiced with the Tulsa Law Firm of Frasier, Frasier & Hickman, LLP, specializing in representation of clients against the Oklahoma Tax Commission and the Internal Revenue Service in audits and collections.  In 2015 he formed his own company, Tax & Financial Services, LLP, located in the Brittany Square Office Building located at 2840 East 51st Street, Tulsa, Oklahoma 74105.

Mr. Adelman has a Bachelors of Business Administration with an Accounting Major.  He is a National Tax Practice Institute Fellow and currently serves as the President-Elect of the National Association of Enrolled Agents and on the Board of Directors of the Oklahoma Society of Enrolled Agents.  He is past president of the Oklahoma Society of Enrolled Agents, and has served on an education committee for NAEA, the Nominating Committee and the Relocation Task Force.  He is also a frequent lecturer on Form 1099s, ethics and the Tax Aspects of Bankruptcy.  He has been featured in Beverage News for his work representing retail liquor establishments with their Sales Tax issues with the Oklahoma Tax Commission