Roger Ely CPA

Roger Ely CPA

Reviews Summary

The consensus from reviews highlights exceptional service, professionalism, and expertise. Clients praise the team's responsiveness, thoroughness, and ability to handle complex tax situations with ease. Many appreciate the personalized attention, clear communication, and last-minute assistance. The office staff is noted for being friendly and efficient. Long-term clients emphasize trust, reliability, and significant financial savings. The overall experience is described as stress-free, efficient, and highly recommended for both personal and business needs.

About This Listing

Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Real Estate
Restaurants
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

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

Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Real Estate
Restaurants
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Contact Information

Address

2524 N Broadway

Edmond, Oklahoma 73034

Customer Reviews

I highly recommend Roger Ely for your tax needs. We were turned down by several other CPA's because our taxes are a bit complicated and they admitted to either not wanting to tackle it or not knowing how, but Roger had no issue with it. It was something he has dealt with many times before. He is extremely knowledgeable and explained everything to us clearly. I can not express how thankful we are to have found him. His office staff Katie and Katelyn are awesome, extremely nice, and answered any questions we

Excellent Tax Service! Professional, efficient, and incredibly knowledgeable. They made the process easy and smooth. I highly recommend them for anyone looking for reliable and friendly tax help! Thank you Katie & Roger!

Finding a tax accountant can be a stressful time. From begging to end Roger and his team were the best. Professional, informative and most importantly responsive. They make you feel like you are the most important client at every turn. If you are on the fence, I could not have had a better experience with this team. Thank you.

It has been a GOD blessing. Roger has helped me greatly after my CPA had to retire because of sickness at the worst time. Roger was very busy and really helped me.

A couple of things I really like about Roger! - Knowledgable (as any good CPA should be) - Every phone conversation I've had has been thorough, informative and never felt rushed. - Has a great process of getting information and communicating - A front office that is very responsive and helpful Thank you Roger and All! You are very good at what you do!!

We have been using Roger as our CPA for the last few years! Him and Katie are amazing and great to work with!

I have to say it was great experience with Roger any questions that I had was answered. The office people are lovely. His company will be the only one that I will use.

I am so happy I was referred to Roger Ely, CPA. Roger took care of everything and made things as simple as possible for me. I am grateful I will have his advice going forward. Katie and he are so pleasant to deal with and super friendly, which makes tax time a little less miserable.

Roger and his staff are great to work with. They handled my LLC's taxes very promptly and efficiently and I will recommend them to family, friends and co-workers.

Professional and Courteous. I was able to get a quick appointment after attempting to do my own taxes. I was nervous and a bit embarrassed for procrastinating. Mr Ely and staff were personable, easy to talk to, and made me feel at ease. I will now be a loyal client and refer to friends and family!

I truly appreciate the personal service, quick response and friendly atmosphere in the office. Roger and his team are awesome and I am thankful I walked into their office.

I had never had a smooth experience when preparing my taxes until I met with Katie & Roger! Even at the last minute, they were able to submit my taxes in time. I rated Roger Ely CPA a 5-star because of their professionalism, kindness, and the capability to get the job done! I highly recommend Ely CPA to do your taxes. Thank you Katie & Roger!

Roger and his team are fantastic! I came to them with a mess last minute to meet the final tax deadline and they got it all done! I could recommend Roger, Katie, and team enough.

Roger was awesome. We had a very complicated return with multiple moving parts. In a very short time frame, he had our taxes done and filed and our refunds will be forthcoming!! Thank you so much. The Faucett's

Very helpful staff and great service my tax experience has never been so easy up until I went Roger Ely CPA

Not enough I can say about Roger and his team. I had a very important return that I needed an expert to help me mitigating what I was expecting to be a LARGE amount owed to the government. Instead, Roger prepared my return with all of my pertinent information and not only saved me a ton of expense, I actually received a small return! In addition, I called his office two weeks before taxes were due and he had me squared away in several days whereas others told me the best the would offer was an extension so

Roger did an amazing job on our taxes. He made the process so easy and simple. He helped us understand every step of the process and was extremely friendly and prompt!

I looked all over the area near me to find a CPA who knew what the solar tax credit was and Roger seemed to be the only one who was knowledgeable on it. The staff was very friendly and it wasn't too expensive. I will definitely be using them to do my taxes from now on.

Having multiple entities in various industries causes me to have a complex return. After several issues with a larger firm, I contacted Roger and immediately realized his level of expertise was on the same level and in some cases well beyond the large mega firms. For over 15 years I have used Roger for consolidating financial statements, structuring debt and equity financing and personal and business tax returns. I have never been disappointed with Roger's service and I especially appreciate it when Roge

I received an IRS letter and my CPA of 20 years was not responsive and flaked out. I found Roger and he jumped in with both feet to help me out! He is a great guy and a great CPA, now with a new client!! Thanks Roger!!

Roger was the CPA for a non-profit I was involved with. He did a great job with conception and walked alongside us every step of the way. He influenced his banking connections to help us during a crisis, and helped us close the organization down when the time came. I cannot recommend him highly enough. Roger is personable, wise, and has great integrity as a Christian business owner.

I had a great experience and recommend to others to come and see ! -Thank you !

Roger Ely CPA IS GREAT! We will use him always! We had a very detailed return, definitely highly recommend.

Roger was extremely professional, very patient and very thorough in his explanations to my questions! I couldn't have asked for a more awesome experience. Even though we all dread Taxes, he made it as painlesss as possible ! Truly grateful for him!

Our 501 C 3 Not-for-profit corporation had trouble keeping and finding accounting firms who would work with us to file back Informational Returns. Our CEO had a personal relationship with Roger Ely, CPA, and asked him if he could help, and help he did! He worked with our person responsible for bookkeeping and identified some issues with our accounting financial system records, and was able to file our return on a priority basis! We are indebted to him for his sense of urgency to help us and his expertise

Made getting my taxes done completely painless which is a welcomed change other places only upset my stomach with nervousness

Roger Ely, CPA has been my "go to" accountant for almost 10 years. He's very thorough, professional and you can get him on the phone when needed. I appreciate the level of service provided by Roger and, whether you are individual or business, I recommend him highly.

This is the second year in a row that I've used Roger, and I intend to use them again next year. They were very quick and stayed in contact with me. The entire office is very friendly.

Mr. Ely has been by far the best CPA I have ever hired. He has shown great ability to navigate the difficulties of personal, farm, and business tax considerations and to come to the best structure for my family and my business. He has saved us lots of money and lots of headache. I highly recommend his services. Thank you Mr. Ely!

Roger Ely was extremely instrumental in helping my small business successfully applying for COVID-related small business money. Without him, we would likely never have received it. He stayed on top of the process and pushed it along when the government stalled. Ely has also delivered his CPA services for several years for a small real estate partnership for us.

Mr. Ely is a lifesaver! The return on my investment with him is beyond measure. He did all the work and then just a few days later improved my position by well over six figures. He's smart quick and well-connected. if you want a reference call my office and leave a message and I will call you back.

I had a simple tax return, but Ely was super! Prompt, really super prompt as I waited until the last day or two to file! Know him for a while now and you could not ask for anyone as fair and knowledgeable as he is. Saved me $$ that I had paid the last three year that really didn't need to be paid. Thanks Roger

Did a fantastic job! Already recommended Roger to several associates and will continue to do so. Thanks Roger!

Roger has been our CPA for I don't know how many years. But I know it's been over 17. That tells you that he knows what he is doing and does it very well. You can't go wrong with him as your tax professional.

Roger is very professional, and always answers the phone. I couldn't be happier with his service over the last 10 years. I use him personally, and for multiple businesses. HIGHLY RECOMMEND!!

We just moved from our CPA of 5 years and it was like pulling teeth to get any information. Roger has helped us in so many way personnel and business taxes.

Roger Ely is an amazing professional. He is fast and thorough. Highest possible recommendation.

I have been doing business with Roger Ely CPA for several years. They always go above and beyond with service and accuracy. They always take time to answer my questions and instruct me on what I need for Tax season.

Roger Ely and Katie have been wonderful to work with, time efficient and very responsive to questions and concerns. I highly recommend Roger Ely.

The office as a whole is wonderful! The people are so kind and their work effort is phenomenal. They completed both my commercial and personal taxes with ease.

Roger Ely has been my Friend, Advisor, and Account for over 6 years. You will not find a more trusted and competent source for your tax and financial needs.

Very friendly, knowledgeable and helpful staff. I wish I had known about them years ago. Thank you for putting my mind at ease!!

Roger has done my taxes for a long time. He is Very knowledgeable and professional.

Roger has been great to work with

Always available to answer questions. Very methodical and helpful approach

Great communications and quick to respond to questions. Highly recommend.

Very good response time!

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.