As a self employed individual, I really appreciate your assistance with my income taxes,…read moreaccounting, and sales tax reporting. Your outstanding customer service, affordability, and clear communication has left a lasting impression. We will not be going anywhere else! Businesses like yours contribute to what makes Oklahoma truly exceptional!

From the owner: Business Advisory, Client Accounting and AI Servicesread more

Exceptional tax preparation. Professional, detailed oriented and trustworthy. Made a complex…read morereturn painless. Clear communication and fast turn around. Highly recommended. I will use again!

Having been disappointed with our previous year's choice for a tax preparer, we were very pleased…read moreto meet Robin and be presented with strength of character, confidence and a no-nonsense attitude. There were a couple of hurdles to overcome: 1) We are not fans of e-filing; Robin will bowl you over with reasons why you should. 2) She wants your paperwork in by the first week in March -- preferably February! Some of our documentation isn't in our hands by that time, so we had to have her file for a Late Filing Extension -- something we'd never done before. Through it all, Robin was patient in her explanations and believable in her assurances. We were pleased with her work effort and that of her courteous staff. We'll be back next year -- in February!

Outstanding legal and accounting support for over 15 years!…read more Entire staff is professional and friendly.

We have used Craig Carter & Associates for a few years. We never go anywhere else for financial,…read morelegal, or tax preparation. They are an extremely well managed community of experienced professionals that take care of all our questions and concerns. They are easily reached through email or personal appointment to discuss life changing events in your life.

Since we needed accuracy with our tax preparation, I decided to try Kleanbooks, and we've been…read morehappy with the results! With the tax filing deadline a few days away, John and company did all they can to get our taxes done on time without sacrificing accuracy. Through John's guidance, we were able figure out the correct deductibles we should file, decreasing the taxes we owed significantly. John and company went above and beyond our expectations. Compared to the other tax services I considered and interviewed, only Klean Books excelled in customer service because of their dedication to professionalism from start to finish. The fact that Klean Books uses a secure tax preparation portal makes the other tax preparation services I've interviewed look unprofessional and not trustworthy. That said, I unequivocally recommend Klean Books' services!

This company is by far professional and easy to use my appoint was fluid and easy to follow - I…read moreattempted to do my own taxes and it was a mess so I looked for help and we'll I will now be a loyal client!

HORRIBLE! We started going to this place about 3 years ago. At first it was great, and then each…read moreconsecutive year after we kept getting billed more and more for things they never communicated to us about and we didn't agree to. When we finally decided to pull the plug, we found out that they signed us up for quickbooks and we are now being forced to pay a bill for 2 years we had tried to sign up for but were never given the information needed for. DO NOT USE THIS CPA! He is raking his clients over the coals.

I REALLY wanted to like Jay because he has mutual friends! But, after the job completed and…read morecomplete lack of customer service, I cannot recommend him. In my opinion, he must be too busy! I don't think it would be wise for him to accept new clients. Several disappointing things happened in this experience. It started off with my dropping off my tax documents in February. His front office staff contacted me soon after to tell me that only $2,500 of deductions would be applied for the 2022 instead of $98,000 because they didn't understand how long term capital gains taxes work! This issue was fixed but it stressed me out thinking it wasn't going to be right because I had to explain it to them. Jay left off thousands of dollars in deductions on charitable donations which he had the receipts for and which were included in an orderly fashion. It was fixed when I pointed it out but I FOUND the issues myself. Why am I paying an accountant to make HUGE financial mistakes? The difference in my tax bill had I not found the mistakes was roughly $1500 that I would owe (between federal and state!) That's significant!!!! Several times in the process, I'd ask a question and he'd meet with me a..."this form would need to be filled out. Do you want me to fill it out?" Well...I want you to fill out whatever necessary forms need to be filled out! Considering this is your job, you should know the proper forms and make it happen. Never have I ever had to tell my accountant what form I want them to fill out. With my previous accountant, he would call me to go over things to make sure we were on the same page and to clear up any issues. I only changed from him because 1) he was scared of Covid and didn't want to meet in person and 2) he had made a few errors. But goodness, at least he was quick to call me, apologize, and immediately fix the issue. Well, I sent Jay an email asking if we could go over it since he wasn't there when I picked it up the first time. To which he responded "he's just too busy this time of year to meet with people." Yet, he wasn't too busy to send me a $650 invoice for an incorrect tax job. $50 of this invoice was for a meet & greet where he basically sold himself to me on how aggressive he is and how he will ask all of the right questions, etc. Mind you during the actual process, I had to ask ALL of the questions, find the mistakes, and basically do the work. It was an expensive fee for very little communication (emails could go a week without being answered), very few of my questions being answered, errors galore, and a 2 month long tax process. In the end, he did make the changes but it was not an efficient process. We had to pick up our documents twice since they don't do anything electronically either. It was the most expensive accountant bill that I ever received, with the least amount of work done. And, I received my corrected taxes back 2 days before the deadline. Talk about stressful. I would have been better off using Turbo Tax and doing it myself. This was an expensive lesson learned!

Marcia is a CPA that is very knowledgeable and easy to work with. She offers fair and affordable…read morepricing for their services.

Professional, knowledgeable & fast service for our income taxes. I had total confidence in Traci…read moreand will definitely be using OKC Tax Pro next year.

I have been coming here for years (at least 10) to get my family and small business taxes done…read more They have great customer service, are very patient in explaining, and get the most out of your return. They are great at giving advice to new business owners and they give you paperwork that helps you organize every year. The finished paperwork, they give you back, is super organized and easy to review, in a nice folder.

I've been client for 8 years. They sent an email on January 8, 2024, telling me that I was no…read morelonger a client. They asked me to give permission for my taxes to be moved to an all virtual booking service. I emailed them as soon as I received their email, and asked for further clarification. I just now received and automated response. I definitely DO NOT recommend this CPA agency.

2023 tax season with Cannon was a disappointment. As they were understaffed for this tax season,…read moremany of the clients taxes were filed via extensions. I was contacted from Cannons admin requesting my documentation needed to be uploaded by 5/15/23 which it was. Then I was contacted on 6/5/23 from Chelsi Baker (CPA working for Cannon) for additional documentation. I submitted exactly what she asked for... I never received any communication from her upon receiving. Then after 2 months of hearing nothing from either Chelsi or Cannon, I emailed Cannon about any updates on my taxes. Then finally on Sept 30 I was informed my taxes were completed and that I owed Federal and State. Then I was informed that I would have to pay fines and penalties due to those being accrued on 10/02/23....but was it my fault that they were done just 2 days before the penalty date? Again no communication or updates! As a result I told them to remove me as a client due to their negligence. Then as I was informed of the penalties with no fault of my own, I was upset and let them know about it. Then they replied that maybe I should find another firm after I had already told them to remove me as a client. Would you trust your firm that didn't communicate and cost you penalties due to their negligence? Highly would not recommend them from my personal experience