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Heather Fry, CPA

Heather Fry, CPA

Reviews Summary

The reviews consistently praise exceptional professionalism, expertise, and personalized service. Many highlight saved time and money, meticulous attention to detail, and strong client education. The team is described as friendly, reliable, and highly knowledgeable, often exceeding expectations. Several note long-term satisfaction, with referrals to friends and family. Specific strengths include tax planning, payroll management, and resolving complex financial issues. The overall sentiment is overwhelmingly positive, with repeated emphasis on trustworthiness and transformative impact on businesses and personal finances.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
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
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

7220 E 41st St

Tulsa, Oklahoma 74145

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 cannot recommend Heather Fry?s Tax team enough! Her team demonstrated an unparalleled level of professionalism and dedication to their clients. Heather took the time to understand my specific needs, offered tailored solution that simplified my financial process and saved me both money and time. Her attention to detail was remarkable, ensuring that every part of my accounting was handled flawlessly. What truly sets Tax filings apart is their commitment to client education, they don?t just manage your fin

I do not typically write reviews.. Heather and her Associates are top notch. I own multiple businesses in the real estate and construction sectors. Understanding tax planning is a lucrative part when you are trying to scale. They have saved me 10's of thousands in showing me the best way to scale these businesses from a tax standpoint! Any conversation I have with people about taxes I refer them directly to Heather. There isn't much that she doesn't know, but if there is she has all the resources to figure

We love the Heather Fry tax team! They have been able to handle all of the emergency and all of the questions and fillings for our business, personal and non-profit taxes. We recommend them to all of our clients, friends and family.

I have had the pleasure of working with Heather for several years now. She has been a great resource on accounting issues and handles our payroll so that we don't have to think about it. She files all payroll forms and pays all our taxes correctly and on time. Her professionalism and work ethic is admirable. I highly recommend her accounting and payroll services to all.

I have been using Heathers services for about 6 years. I have never been disappointed. Everyone in her office is excellent in service and helpfulness. They always go above expectations. If I was giving a grade it would be a 10 all the way. Cc

Heather has taken my business to a new level due to her skill, work ethic and attention to detail. As a business owner it is invaluable to be confident in your CPA. She is at the top of her game and truly works toward what is best for you. I refer everyone to her!

If you are looking for someone to trust with your business look no further. After loosing my accountant and wife of 28 years to cancer she helped me make since of the the accounting neglect my business went though while taking care of my wife. Heather straighten it out and got all IRS penalty's reversed. She is without a doubt a great CPA!

Heather is an excellent CPA. I've used her for years and refer all of my friends to her. She has a strong work ethic and is fun to be around.

Heather and her staff really put me at ease, and she did an incredible job with my taxes. Very professional! Could not be happier!

Heather has helped my business out for years. When COVID dropped, she was key to my business succeeding during a difficult time. Can't recommend her enough!

Very nice and friendly people. Family atmosphere. Would suggest using her for all you tax needs

Very knowledgeable! She answered all my questions. I will return next year.

She was very knowledgeable and a great help.

A wonderful and very skilled young lady

THE GREATEST by far! Super efficient and professional.

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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