Business Details
Certified Accounting & Tax Services in Bartlesville
Stotts Archambo Mueggenborg & Barclay PC is a full-service accounting firm with deep roots in Bartlesville, Oklahoma. Our team of certified professionals brings decades of combined experience in tax preparation, financial planning, and business consulting. We specialize in delivering personalized solutions for individuals and businesses, including retirement planning, estate strategies, payroll services, and IRS audit representation. Our firm holds Oklahoma State CPA certifications, ensuring compliance with industry standards.We prioritize client relationships, offering tailored financial guidance backed by technical expertise. With a focus on integrity and long-term financial health, we serve small businesses, non-profits, and individuals seeking strategic financial partnerships. Our services integrate tax planning with comprehensive financial strategies to optimize outcomes for clients across diverse industries.
Services
Tax Preparation
Financial Planning
Payroll Services
Estate Planning
Business Consulting
Highlights and features
- We offer 30+ years of combined experience in tax and accounting services.
- Our team includes Oklahoma State Certified Public Accountants.
- We provide integrated financial planning with tax compliance strategies.
- We specialize in serving small businesses and non-profit organizations.
- We maintain active involvement in local community programs and mentorship.
Services
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, including corporate, partnership, and non-profit entities. Our certified professionals ensure compliance with federal and state regulations while maximizing deductions and credits. We offer audit representation and tax problem resolution services for complex situations.
Financial Planning
Our financial planning services integrate retirement strategies, estate planning, and investment analysis to create personalized roadmaps for long-term financial security. We help clients optimize Social Security benefits and navigate Roth IRA conversions while aligning plans with tax considerations.
Payroll Services
We manage complete payroll processing including direct deposits, tax filings, and compliance reporting. Our services cover W-2/1099 processing, third-party payment coordination, and legislative compliance monitoring to ensure accurate and timely payroll management for businesses of all sizes.
Business Consulting
We offer strategic business advisory services including cash flow analysis, budget creation, and financial forecasting. Our expertise covers new business formation, non-profit accounting, and construction industry financial management with customized reporting solutions for informed decision-making.
Estate Planning
Our estate planning services address asset allocation, trust administration, and tax-efficient wealth transfer strategies. We work with clients to create comprehensive plans that protect family assets while considering evolving financial circumstances and changing tax regulations.
People
Debbie Eastman
CPA
With 30+ years in public accounting, Debbie specializes in tax preparation and government audits. Certified QuickBooks ProAdvisor with expertise in non-profit reviews and community leadership roles.
Danielle Nichols
CPA
15+ years of tax expertise covering corporations, estates, and non-profits. Summa Cum Laude graduate with specialization in complex tax planning and compliance strategies.
Chrissy Templeton
Accounting Manager
14 years of accounting experience with dual degrees in business management and advanced accounting. Specializes in financial reporting and client advisory services for business clients.
De Jinks
Client Services
10+ years of diverse accounting experience including casino audits and HUD entity compliance. Provides specialized support for tribal organizations and municipal financial reporting requirements.
Emily Scoggins
Staff Auditor
30-year audit specialist with expertise in HUD entities and non-profit organizations. Extensive experience in both external and internal audit frameworks for complex financial structures.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, cash flow management, business tax preparation, and financial advisory services tailored to small businesses.
Do you handle both individual and corporate tax preparation?
Yes, we offer comprehensive tax services for individuals, corporations, partnerships, estates, and non-profit organizations.
Can you assist with retirement and estate planning?
Our team specializes in creating personalized retirement strategies and estate plans that align with your long-term financial goals.
Are your accountants certified professionals?
All our accountants hold Oklahoma State CPA certifications with combined experience exceeding 30 years in public accounting.
