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NextGen Tax Services PLLC

NextGen Tax Services PLLC

Reviews Summary

NextGen Tax Services receives overwhelmingly positive reviews for their expertise, professionalism, and exceptional customer service. Many highlight their proactive tax planning, quick responses, and willingness to go above and beyond. A few negative reviews mention slow communication and high costs, but most praise their knowledge, friendliness, and thorough support for businesses. The majority of clients highly recommend them for tax and accounting needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Real Estate
Professional Services
Technology
QuickBooks
Multi-state Experience
Remote Services

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
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Real Estate
Professional Services
Technology
QuickBooks
Multi-state Experience
Remote Services

Contact Information

Address

6316 E 102nd St 2nd floor

Tulsa, Oklahoma 74137

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-12PM,1-4PM
Tuesday 9AM-12PM,1-4PM
Wednesday 9AM-12PM,1-4PM
Thursday Closed
Friday Closed
Saturday Closed

Customer Reviews

I thoroughly enjoyed my kickoff call with Next Gen. The CEO joining our kick-off call to welcome us and support the Senior Tax Manager, just showed the level of intention and care that Next Gen offers their clients. The team is both welcoming and knowledgeable, i look forward to work with them going forward.

5 Stars for team NextGen! Only 1 tax season under my belt partnering with NextGen. They have cleaned up my previous mistakes of becoming a new business owner and helped me get ahead and stay ahead of everything accounting. I will continue to choose & recommend NextGen for any/all accounting needs! THANK YOU for making it easy!

We worked extensively with NextGen during the tax due diligence process of a recent acquisition and cannot speak highly enough of their team. We worked closely with Cindy and Cynthia; they were extremely professional, fast to respond to questions, and delivered a thorough, succinct tax diligence report ahead of schedule. We highly recommend!

I really appreciate the team at NextGen Tax Services. They're friendly, smart, and helpful, and I've benefitted from the tax suggestions and planning ideas they have provided for my business. If you have a growing business, they are worth checking out.

Trustworthy and reliable service is always guaranteed when you go with NextGen! I never have to worry about when it comes to tax season because I know they have me covered! Any questions or concerns that I have are always answered quickly and kindly. I am grateful for the friendly staff they have, good work never goes unnoticed!

NextGen Tax Services PLLC (NextGen) is one of the best tax service places you will find. I could write pages about the excellent service they provided me, but I'll keep it brief. They provide exceptional customer service and go above and beyond to help their customers. Next Gen called me after hours and even on the weekend to check on me and help with any questions I had. Though I had many questions, they never got irritated or annoyed, they always welcomed any question I had and explained the answer in gr

NextGen is amazing! Cynthia is the ultimate professional and is ridiculously knowledgeable in her field. I love talking to her because I learn something new every time. It is comforting to know that the person doing your taxes is motivated to make sure that you understand the process as well. I would highly recommend NextGen without reservation for all your accounting needs

I previously left a raving review for NextGen but now have to recant. If I could have given zero stars and still leave a review, that is what it would be! I recently discovered that all my taxes were not filed and I was told it was my personal responsibility to file my taxes. It is my personal responsibility to ensure that my taxes are filed regardless if it is personal or business. Is that not what I paid a CPA to do. What did I need you for? I no longer support NextGen and no amount of Starbucks gift car

NextGen was a blessing for helping me when I started my business! Cindy and her team are very knowledgeable and streamlined. Definitely a team to have for all your bookkeeping, accounting, payroll and tax needs!

Team NextGen is NEXT LEVEL! They are knowledgeable and empower you with the right tools to be proactive all year long rather than reactionary during tax season. If you need to level up, give them a call. THE best in Tulsa!

I like the fact that they?re minority owned. This is the second year I?ve used them for my tax needs. They respond promptly to inquiries. This year was quite a bit more for services without a change in my needs because it appears that they?re transitioning to a more holistic financial management approach. I wish the online system was a bit more user-friendly. Overall, good experience.

NextGen Tax Services is very professional and very thorough. They perform tax prep and more importantly they provide tax planning to provide you with a plan to keep more of your money. They offer various options in the tax planning from very conservative to more aggressive, and with those options they have reviewed the tax code and court rulings to make sure it is all on the up and up.

NextGen Tax Services is great for all of your company tax needs. They provide resources and ongoing support for you to be successful.

If I could give this company more than 5 stars I would! All you need to do is spend about 5 minutes with the owner of this company, Cindy McGhee, to know that 1-they know their stuff!, 2-they are committed to your success, 3-they have the highest level of integrity, and 4-they are fun! I'm so impressed by everything they do. Just follow them on social media and see for yourself how impressive they are. I've been using them for the past 2 years and I'll never use anyone else for my tax planning and tax p

Very knowledgeable and friendly. Itzel is our main contact and she is always very patient with my questions and explains things very well. We work with them for our 2 family businesses and it it always a pleasure.

Cindy and her team are awesome! She cares about her customers and provides excellent service! I've recommended NextGen to several friends!

Great company! They really work hard to help you save as much tax money as possible. They are very knowledgeable with tax laws and stay up with new ones.

This place took weeks to answer the phone. I left numerous emails and phone calls trying to get them to call me back. They finally answered. Wants to charge me $515 dollars to due my DoorDash taxes and 1 W2. This place is overpriced. I am college student.

Next Gen Tax has offered many answers to questions, guidance, and support for my new business!

The staff was efficient and extremely helpful when answering my questions within 24-48 hrs. I am pleased with the service I received.

Never used their services but they were very professional when they reach out to me and always had great customer services when they called me

Love, love, love Cindy, Cynthia and Ashleigh. Incredibly helpful and prompt.

Great Service and wonderful customer service.

Very knowledgeable and quick to respond!

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.