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*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
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*Note: Every CPA is different — take time to find one who fits your goals and style.*
10416 Greenbriar Pkwy
Oklahoma City, Oklahoma 73159
I had a great experience working with John at Shatley Accounting Group. He helped me with both my partnership return and my individual returns, and made the entire process smooth and stress-free. John was knowledgeable, professional, and always quick to respond to any questions I had. I couldn?t recommend him enough?if you need someone you can trust with your taxes, John?s your guy!
Awesome accountants here! I had the pleasure of working with Jessica to have my 2024 taxes filed. She was very friendly and communicated everything very well. She advised me about what best options were and she made everything seamless! It could not have gone better and their whole process for e-signing and submitting forms was smooth. My absolute favorite thing is that they did not reject me as a client. I inquired to several CPA firms that would not take me because I had extenuating circumstances. You d
DO NOT TRY TO FILE YOUR OWN TAXES. We worked with ?Ms. Jessica Mitchell, CPA,? and she was truly a Godsend. By our calculations we would have owed over $7k in additional taxes one year. We did it wrong. She did our taxes and found we were actually owed a sizable REFUND. ?? She also made everything so EASY. We sent everything to her via email and she would get back to us with updates or instructions. I pretty much took care of everything on my phone between meetings at work. Don?t even try to file by yours
John is amazing. We have used him for both our business and personal taxes. He is a truly white glove accountant. From payroll to keeping books, he can help you with it all. He is super knowledgeable and kind. The entire group is just amazing. I recommend them to everyone and everyone has just raved about them.
We cannot say enough good things about John Montgomery at Shatley Accounting Group. He handles our business taxes as well as our personal taxes, and he is incredibly knowledgeable, helpful, and always patient with our questions. He consistently makes the most stressful time of the year feel lighter for us, and we feel complete peace of mind come tax season, knowing we've got him in our corner.
Shatley Accounting Group has been doing my business and personal taxes for over 3 years. They are prompt, professional, detail-oriented and provide exceptional customer experience every time! I highly recommend them!
Travis did our personal taxes and our taxes for our short term rental. He was always helpful, easy to get in touch with, always took the time to answer our questions, and got everything done quickly! Being our first year operating a small business, we were very appreciative of Travis' help and guidance.
Shatley Accounting is amazing! They took their time explaining the benefits of an accountant and the services provided. They responded to my email quickly and had everything completed in a timely manner. I will be referring all my friends and family! Job well done!
Thorough and timely communication; timely completion of my tax return. Travis and Jessica were both good to work with. Lois, office manager in the North Texas Garland office, is very efficient and great to work with.
John M. Is our tax guy. He is literally the best! He is kind, always returns my emails, makes it super easy and painless to get my taxes done year after year. We are grateful for him and this company.
Travis and his team have consistently gone above and beyond for a third time in a row! This was my 3rd time that I have needed assistance with a filing, Jessica jumped in and knocked it out in 3 hours. Thank you Shatley Team!
Shatley accounting has been attentive to our needs and done a wonderful job not only with our personal taxes, but also with 2 LLC's. We couldn't ask for better or more attentive service. Highly recommend!
I approached them with a messy situation left by a previous accountant and made it clear that I did not want to file for an extension. By the first week of February, they had already completed my corporate return. Their communication throughout the process was excellent. If you're in need of a top-notch accounting team, this is the one! Travis and Morgan have been incredible to work with.
John was such a great help! He was fast, efficient and answered all of my questions. I HIGHLY recommend John and the Shatley Accounting Group
Shatley Accounting Group is top notch! Their entire staff is extremely knowledgeable and friendly. CJ is one of a kind and treats you like family. She is always willing to assist with a beautiful smile on her face. I cannot say enough about SAG!!!!
Shatley Accounting Group is an excellent company to work with. They recently took over from my old CPA and made the transition easy. Jessica now handles my business and personal taxes. She is very helpful and knowledgeable.
Shatley Accounting Group and Amanda Smith are absolutely wonderful. They do all my accounting needs and are always prompt on any questions or concerns that I have. If you?re looking for a great group for your business needs, I would highly suggest them. Absolutely the Best!!
I have nothing but good to say about this team. CJ worked tirelessly to ensure I was taken care of and Travis was amazing at helping with my taxes and keeping me informed every step of the way. I can?t say enough good about this team! Thank all of you for doing such an incredible job helping me and the rest of the community!
As a result of a previous business sale, potentially complicated by Shatley Accounting's acquisition of our legacy accounting firm, we were concerned about the transition and need for an amended return. Jessica Mitchell assuaged all concern and handled it perfectly. I could not be more positive in my review. Top Notch!
I have had the best experience with Shatley Accounting Group! When I opened my business I had so many questions regarding taxes and felt completely overwhelmed with the whole process. After one meeting with Travis I felt 100% better and knew instantly I was in good hands. Travis and his staff have always answered my questions in a timely manner and they make sure I have everything I need when I need it with a thorough explanation of everything that is being done on their end. I could not have asked for a be
Shatley Accounting Group is the best. The attention to detail is incredible. They are so good with their clients. A big thank you to Amanda Smith for all her help!
I?ve worked closely with John recently talking about taxes and opening LLC?s! He has led me in such a great direction and was able to explain things to me so well that I completely understand everything now! He?s a very personable professional and he?s great at what he does. I would highly recommend
Travis has been doing our taxes for years and has never delivered less than 5-star service. We moved from OK to AZ in mid-2023 and I was happy to find that Travis was STILL able to do a phenomenal job on our taxes. The move complicated several of our federal and state tax scenarios and the process was seamless and (almost) painless! Shatley Accounting Group is knowledgeable, responsive and efficient. I will keep coming back for as long as they are willing to do the work!
I CANNOT SAY ENOUGH AMAZING THINGS ABOUT THIS GROUP! They are beyond attentive to all of their clients. They go above and beyond while also being understanding and giving grace during the craziness that we call life. The entire team is absolutely wonderful, but I have to give particular credit to CJ as she is an absolute angel. She is incredibly knowledgeable, sweet as can be and as a bonus is absolutely hilarious. She has always taken amazing care of everything for me! This group is truly a blessing and I
We were referred to Shatley AG by a trusted friend and scheduled immediately. We didn?t expect to meet with a partner but Travis was there to greet us and held a one-on-one consult with us. We felt very comfortable from the very beginning and all of our questions/concerns were answered without hesitation. I could not have asked for a more efficient tax-filing process and the incredible customer service. I will recommend all my friends, family etc to Shatley AG.
Exceptional Service and Expertise ? A Five-Star Experience with Shatley Accounting Group If you?re looking for a top-tier accounting firm that combines expertise, personalized service, and a genuine commitment to your financial success, look no further than Shatley Accounting Group. They are, without a doubt, the best in the business.
Lynndsay has been my Payroll Manager for over two years, and she has been exceptional in ensuring my business needs are met. She responds quickly and efficiently, and if she doesn't know the answer to a question, she takes the initiative to find out and gets back to me promptly. Her proactive approach and excellent communication are truly invaluable. Thank you, Lynndsay, for all that you do!!
Travis and his team have done a great job for my personal and business taxes. I am thankful that I found them!
Shatley Accounting Group is truly exceptional! My wife and I turned to them when establishing our LLC, and they exceeded all expectations. CJ, the Business Development Manager, was absolutely outstanding in every way. She took the time to understand our unique needs, providing personalized support that made the entire process seamless and stress-free. CJ didn't just guide us-she became a key collaborator in developing the framework for our business goals and future direction. Her ability to build genuine r
10/10 Recommend using Shatley Accounting for any of your accounting/tax related needs. I have been using Shatley for a few years now for all of my personal and business tax preparation. He knows the best strategies for tax savings, especially when it comes to real estate related activities (We primarily do real estate sales, rentals, and flip houses). I was recommended here by a friend and I understand why they were spoken so highly of. Not only have they done an incredible job on my tax strategies and savi
My wife is a realtor so we have been looking for someone with knowledge in that area and Travis was recommended to us by multiple other real estate agents. We met with Travis with a week left to file our taxes and he took care of us immediately. Very professional and very responsive. Will be using them for a long time to come.
Travis helped us SO MUCH to feel comfortable and confident with our taxes this year since we had all kinds of new-to-us situations like early IRA withdrawal, purchasing properties for short term rentals plus 1099 and W2 income. I can?t say enough how VALUABLE it is to find someone who KNOWS THEIR STUFF on the things specific to you! Our previous tax preparer was going to have us owing money and instead we got a good refund because Travis knew all the right ways to calculate deductions, depreciation and etc.
I tried to do my taxes on my own and got stressed. I came to Travis for help and he was able to complete my taxes promptly. I appreciate him and will be back next year! Thank you Travis.
I highly recommend Shatley Accounting Group for any accounting needs. They are top-notch and offer excellent services. CJ was helpful and kind and got back to me fast!
We had a great experience working with Travis for the second year! His expertise, attention to detail, and proactive approach have made navigating complex tax matters a breeze. Highly recommend.
We were referred to Travis by a friend & colleagues (multiple individuals). Absolutely brilliant & unmatched professionalism from him & his team from the minute we walked in. I work with many accountants in my professional capacity (attorney), Travis & his team are hands-down the most efficient, intelligent, communicative & organized in the business! His guidance regarding business ownership & future endeavors is exceptionally valuable. My husband & I will be clients as long as he will have us!!
Fantastic at what they do. Professional, knowledgeable, and creative. They helped me with a new LLC, bookkeeping, payroll, and taxes, while cleaning up some years past. 10/10, highly recommend!
Shatley Accounting Group did a great job not just helping us with our taxes but also helped to give tax advise to us as new investors. I would highly recommend Travis and his team.
I've used John as my personal and business CPA for years. He's the most knowledgeable in the industry and works with you step by step so you have a clear understanding of your taxes and takes any guesswork out of the entire process. I highly recommend to anyone that needs CPA, because you'll have a well equipped and highly trusted professional in your corner!
Travis and his team are fantastic! We have been clients for several years now, and know several individuals who use SAG as well. We don't always have the easiest returns, so Travis' knowledge and guidance provides us confidence in our investments and how it will translate in our returns. Travis and his team are also unique and powerful because they have partnerships for cost segregation studies, for investment strategies (with Journey Financial), and for estate planning/legal needs (Evans & Davis).
John is extremely professional, efficient, communicates effectively, and is very kind. This was my first time using a CPA and I was very nervous. He was extremely helpful and was very patient with me throughout this tax year. I plan on using him and his firm again, without a doubt.
I switched accountants about 1 year ago and the team at Shatley Accounting Group has made my life so much easier! Having them take over my bookkeeping and payroll gives me more time to focus on the hands-on tasks required to keep my company running. Highly recommend if you're needing any accounting/tax services!
Would highly recommend Shatley Accounting Group for your accounting and tax needs. I worked with Travis personally on 2021 tax preparation and I could not be more satisfied with his service. Amazing communication, strategic guidance, second-to-none service... all around surpassed my expectations. I was looking for a trusted tax & accounting service I would want to work with for years to come, and I've no doubt found that partnership with Shately Accounting Group.
I hired SAG for bookkeeping and tax prep a year ago. They have online appointment scheduling for consults and checkins. I checked in mid year and at end of year to get updates about my first year in business. They take care of payroll, bookkeeping, quarterly filings and the business taxes all at an affordable monthly fee. I just finished up filing my personal taxes and they saved me so much money. I love the ease of setting up appointments and communication with the entire office. Have a consult and see how
The group at Shatley Accounting have been a wonderful asset to helping out with our personal/business needs. They are very knowledgeable and communication is always prompt. I would definitely recommend their service.
John and team are always accurate and timely. We look forward to continuing to lean on them for accounting needs in the future.
I absolutely hate leaving bad reviews, but I'm failing to understand how this company has so many good ones. I have been frustrated so many times for a variety of reasons, and why I have stayed a client for 2 years is something I am mad at myself for. Regardless of how they handle bookkeeping/taxes, there is absolutely NO communication from them. I try so many times to call and email my accountant at this company (sending numerous emails over the span of a few weeks) without a response and I typically have
Jessica M. from Shatley Accounting Group was a pleasure to work with! She was insightful and very detailed in processing our taxes. Looking forward to working with Jessica and Shatley Accounting Group in the future! MA Dance
Highly recommend Travis Shatley and Shatley Accounting Group. They are professional, knowledgeable, and prompt to respond. We were also pleasantly surprised with how quickly they were able to turn around our tax return. We look forward to working with them again!
Travis Shatley and his wife were a blessing to me! Thank you taking my phone call so promptly! You answered my questions and I feel confident that I understand the tax situation I have. I saw Travis on You Tube and he explained the taxes on gambling winnings. Very informative. I totally recommend the Shatley Accounting Group!
Travis has done my family's personal taxes for years. He has an awesome team that makes you feel comfortable knowing its getting done promptly & correctly. They are also available throughout the year for any questions that come up. I would recommend Shatley Accounting Group for Business or Personal Accounting, they will take care of you!
This is our 3rd year with Shatley Accounting and we couldn't be happier! John is super responsive and takes the time to explain the complicated IRS processes with our STR rental market in Hochatown, OK. Would highly recommend!
We had a fantastic experience with Travis Shatley and Shatley Accounting Group! They were quick and very responsive with communication. I would 10/10 recommend them for your accounting needs.
I've been with Shatley Accounting for a few years with two of my companies for bookkeeping and payroll purposes. I also use them for all my personal taxes. They are very professional and helpful with any and all of my questions/concerns. They have guided me into a better position because I don't have time to do all of this for myself. I highly recommend their services and the staff are super friendly and relatable.
Travis & his team are absolutely incredible! They are very knowledgeable, professional and fun. Who knew taxes could be fun! Ha! They are proactive and have been crucial in our financial success!
We have been working with them for 2 years. If you are looking for a great accounting group, you will find with Shatley Accounting well qualified professionals, solid, reliable taxation, great people, and they treat you as a family. Travis always have been very kind and easy to work with. I highly recommend them!
Travis at Shatley Accounting Group has done my business and personal taxes for two years now - he approaches everything in a very professional manner and completes the task in a very timely fashion! The K1 for my out of state business is usually late, and we can't proceed with filing personal taxes without that K-1, last two years the said K1 has arrived on April 14-15th and Travis still has been able to meet the IRS tax filing deadline for us. As for tax advise, i usually do extensive research online and
What a fantastic experience! As a small business (we're a small blues band), they asked the right questions and found several business expenses that I didn't know I qualified for. They were fast, thorough, and so wonderful to work with. I can't recommend them enough! THANK YOU!
If you are looking for an accountant, reach out to Shatley Accounting. They are very detailed and will take care of all your accounting needs. 5 star service and advice!!
This was our first year having Travis do our taxes and he was fantastic. He was personable (hard quality to find in a CPA), fast and had all the answers to our questions. We will definitely use him and his team next year and highly recommend him to anyone looking for a hardworking efficient CPA.
Absolutely fantastic group! Have gone above and beyond for me and getting my finances in order!
Shatley Accounting Group has taken care of several of my clients. They are always incredibly professional, timely and have are people I look forward to talking to! Travis is an outstanding person and has taken care of every project I have sent his way!
I have known Travis Shatley for over 10 years. I have seen him grow both personally and professionally. He is a top achiever and is absolutely one of a kind. I will trust him completely with my taxes and financial advisement. Shatley Accounting Group is a trustable business like no other and you will definitely be in good hands.
Best accounting firm I have worked with. Communication was excellent. Always available to answer my questions. The secured portal makes it very easy to get information to the firm. Highly recommend.
Travis and his team are fantastic!! Very knowledgeable and always responsive to any questions I may have throughout the year. If you are looking for a CPA to take care of your accounting needs give Shatley and his team a call. Highly recommend!
CJ is awesome! She is very helpful and polite. She answered all of my questions and got me what I needed. She is the go to girl!
Travis and team have been helping us for 3 years and have done an outstanding job. They're very knowledgeable in our space of short term rentals and have helped us tremendously. I highly recommend.
John Montgomery at Shatley Accounting Group has been my CPA for many years. They've been wonderful to work with and I highly recommend them!
We have loved working with John! Great accounting firm!
Travis and his team made things quick and easy. I knew I was in good hands from the beginning. I highly recommend using the Shatley Accounting Group for any and all of your accounting needs!
Travis and his team are absolutely the epitome of what you would want out of CPA but they are so much more than that. They help us with a number of different parts of our business like payroll for example. Emily is phenomenal as well and they always go above and beyond. I highly recommend Travis and Shatley Financial!
We?ve used Shatley for years, they continue to find new strategic ways to help us grow.
Let me tell you something! If you need a CPA, there is no one better than Sharley Accounting Group. The best service out there.
Travis and his team have done an excellent job of managing our personal and business returns. He has worked directly with me and my partners to make sure that our business acquisitions/renovation/investments plans line up with our tax strategy. This is what sets Travis apart. He is able to understand our business and give guidance beyond the boilerplate information you get from someone who just fills out your tax forms at the end of the year.
Lynndsay and her team do a great job for our business! I appreciate their attentiveness and prompt response to any question or need.
What a great first experience working with the Shatley Group! They were so accommodating, easy to work with, and came up with some great recommendations for things I can do now to help with next year's filing. So glad I am using they for my taxes!
Travis and his office handled my personal Tax returns. He has a lot of experience and his team is very responsive and easy to communicate with. I know he?ll give me the best advice and do what?s best for me when it comes to my tax worries.
Our previous CPA left the industry and we were referred to Shatley Accounting as a result. They picked up our portfolio quickly and did a great job in relatively short time frame to meet LLC filing deadlines.
We had a fabulous experience with Shatley Accounting Group! Travis is the best! I highly recommend them!
We use Shatley Accounting for our outsource Oil and Gas input work. They (Erica) has done very timely work and is very conscientious in paying attention to the detail.
Travis has been doing my taxes for several years and he never disappoints, he?s definitely great at what he does and I?m always happy with the work he?s done for me. I definitely highly recommend him
These guys are awesome! Same day response! Answered my questions! Literally saved me!
The Shatley group is fantastic. First time using them and won?t be the last. I will be trusting them with my taxes moving forward.
The staff at the Shatley accounting group treated me as I were their only customer. The customer service was outstanding and walked me through the process in getting my taxes filled. The stress that comes with tax season can be overwhelming but they made it so easy.
The Shatley Accounting Group was beyond helpful and efficient. 10/10 Recommend!
Travis is the BEST in the business!!! Highly recommend him for alllll of your accounting needs!
I cannot sing the praises of Shatley Financial enough. As someone in ministry who is an author, I deal with a lot of moving parts. I have complete peace of mind knowing my financials are accurate and up-to-date. I HIGHLY recommend Shatley Financial. It is a decision you will not regret.
Jessica Mitchell was amazing so much help. Thank you for everything!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.