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Cerulean Bookkeeping & Tax

Cerulean Bookkeeping & Tax

Reviews Summary

The overwhelming majority of reviews praise the accountant's expertise, patience, and clear communication in handling both personal and business taxes. Clients appreciate his responsiveness, professionalism, and ability to simplify complex tax matters while maximizing returns. Many highlight his dedication to client education and willingness to go above and beyond. A single negative review mentions abrupt termination of service and unfulfilled work, but this contrasts sharply with numerous testimonials about reliability, honesty, and exceptional service that saves clients time and money. Small business owners particularly value his ability to streamline their financial processes.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Professional Services
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Professional Services
QuickBooks

Contact Information

Address

609 S Kelly Ave

Edmond, Oklahoma 73003

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I am so happy I have switched over to this company for all my accounting and bookkeeping needs. They promptly take my calls and handle all questions with the highest professionalism! Brooks Brown is the best of the best in this Industry!

Brooks has been so helpful every step of the way with helping my business partner and I handle the tax-side of our business! We are able to focus more on creating and expanding without worry. He is so personable and communication is top-notch. Highly recommend for small businesses!

Our company hired Brooks after going through several CPA?s. It has been the best decision and it has made our lives so much easier! Brooks always keeps us updated on anything going on and just checks in from time to time to keep the channel of communication open. He is very professional and cares for his clients. He has found errors from our past CPA?s and ended up saving us money and headaches! I would definitely recommend Brooks to anyone looking for a trustworthy, professional, and hardworking accountant

Brooks saved me this tax season! I normally do our own taxes but due to changes in our situation, I wanted a tax pro going forward. I procrastinated getting our documents together and contacting someone to do our taxes. Several other offices turned me down since it was so close to the deadline. Brooks promptly responded to me and everything was done over the phone/virtually which is great for a stay at home mom that doesn't want to drag her kids to a tax appointment. Brooks was fantastic, answered all our q

Brooks is a fantastic guy to work with and really went above and beyond to deliver excellent service. He's very good with communication and really does his best to explain things to you. He's super knowledgeable and I highly recommend him for any personal or business tax needs!

The people of Cerulean are great and Brooks is outstanding. Very patient and takes times to understand what is needed. They handle my 3 company and personal taxes. Recommend them and feel confident in decisions that are made.

As someone who struggles with taxes, Brooks makes it easier to understand and a lot less stressful. He also helps you understand more about taxes and where your money goes in a simple way. I always appreciate him and his help. If you need someone reliable, informative and will help you during stressful times, Brooks Brown is your guy!

5 stars. Brooks will now be the person I go to with my taxes every year! Very professional and got my tax return squared away within just a few days! Definitely recommend

Brooks is a detailed and thorough individual who took the time to answer any questions I had while helping me with my taxes. I am confident I can come to him and he will give me an honest and direct answer. He made the process very simple. I will continue to use Brooks and would personally recommend others to do the same! Thank you for your hard work Brooks!

Brooks dropped me a client without even a heads up. I only learned once I reached out asking for advice. It was such a shock and 2 months later I'm still in disbelief. I was paying him $500/month for him to not complete or even start on the last month I paid for. He charged me for work he didnt even do. I also was supposed to be filed as an S Corp at the start of the 4 months of hiring Brooks and yet that paperwork never made his portal. After meeting with a more experienced accountant I learn that $500 for

Brooks at Curelean Bookkeeping & Tax is fantastic! He helped me set up a new QuickBooks account and payroll for a new LLC. He was extremely knowledgeable, extremely patient with my many, many questions and walked me through both QuickBooks and Gusto and got me started on the path with my new company. I highly recommend Brooks and Curelean Bookkeeping & Tax.

Brooks is very honest. He?s not even really after your business if it?s not right for you. If he feels you can just file online on turbo tax, he will straight up tell you that. Honest, dependable and always does the right thing for his clients even if you don?t do business with him.

Brooks Brown has done my taxes multiple times and each time was a pleasant experience! He explained everything in a way I could actually understand, and was patient answering all my questions! 5 stars aren?t enough for his service!

They have done an excellent job preparing my taxes. Would definitely recommend.

Brooks did a great job completing our taxes. We had to change accountants this year and was very pleased with how Brooks helped with the transition.

2022 was our very first year as a business. As a small business, there are so many things we don?t know. Taxes was one of those many things. Cerulean Bookkeeping & Tax saved our sanity this year! Brooks especially did! He was able to thoroughly explain everything in simple terms AND made sure we got the best deal possible. We know Cerulean Bookkeeping & Tax will be in our business?s future for years to come. We cannot recommend this service enough!

Brooks knows his stuff. Business taxes, llc, rental properties, whatever you need and wherever you are starting from..he is dedicated to making the process simple and a firm believer in making your money work for you! Highly recommend.

Brooks does a great job. He?s very responsive and efficient. I will continue to use his company and will refer him to friends and family.

As a private chef, content creator, and author, Cerulean Bookkeeping & Tax has been able to not only keep me up to date on my expense tracking, they have also successfully been able to separate those streams of income and allow me to better understand how to maximize the profitability of my business! I could not recommend them enough and look forward to the bright future that is our partnership!

Absolutely outstanding! I can't say enough about thr professionalism and customer care that Brooks has showed our companies. I highly recommend ??

Brooks was phenomenal, answered all of my questions in a timely manor and saved me a great deal of money on my taxes! 10/10 recommend!!

Brooks is very knowledgeable about the ins and outs of daily booking. He gives a quick response to my questions and is always going the extra mile for my company.

Brooks went above and beyond to take care of us when a refund was on hold for months. We appreciate him and highly recommend him.

If you need help with your taxes or anything related to finances, this is the place to go! He is knowledgeable, understanding, and will guide you through every step.

Can't recommend this company enough. Always timely and the definition of professional. Would highly recommend to anyone.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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