Oakes & Associates

Oakes & Associates is a Trusted Accounting Partner in the Oklahoma Panhandle. We've been serving our community since 1991, building a reputation for integrity, expertise, and personalized attention. Our firm emerged from the merger of two well-respected local accounting practices founded by James N. Oakes, Sr., and James N. Oakes, Jr. This legacy of excellence has guided us as we've grown to become one of the leading accounting firms in the region.

Our Mission: Building Wealth and Relationships

At Oakes & Associates, our mission is straightforward: to provide our clients with high-quality, tailored services that empower them to increase their net worth and achieve their financial goals. We believe that a strong, trusting relationship built on open communication is the cornerstone of our success. We prioritize frequent client interaction, mutual respect, and unwavering integrity. We understand that every business is unique, and we take the time to understand your individual needs and challenges.

Our team of experienced Certified Public Accountants (CPAs) is dedicated to delivering clear, concise, and practical solutions for today's complex business world. We are committed to staying at the forefront of industry best practices and regulatory changes to ensure our clients receive the most relevant and effective guidance.

A Commitment to Quality and Professional Development

Oakes & Associates is a member of the American Institute of Certified Public Accountants (AICPA), the Oklahoma Society of Certified Public Accountants, and the Texas Public Board of Accountancy. This membership signifies our unwavering commitment to the highest professional standards. We adhere to strict ethical guidelines and undergo rigorous peer reviews to validate our expertise and ensure client confidence.

Our team is continually enhancing their skills and knowledge through ongoing professional development and training. We believe that staying abreast of the latest accounting and tax regulations is crucial to providing exceptional service to our clients.

Comprehensive Accounting Services

Oakes & Associates offers a wide range of accounting and financial services tailored to meet the diverse needs of individuals and businesses.

Our services encompass:

• Management & Advisory Accounting:

We provide strategic financial planning, budgeting, and forecasting services to help businesses maximize profitability and optimize operations.

• Tax Planning & Compliance: Our tax experts will develop customized tax strategies to minimize your tax liability while ensuring full compliance with federal, state, and local regulations.

• Trust & Estates: We offer comprehensive services for managing and administering trusts and estates, ensuring the orderly transfer of assets according to the client's wishes.

• Personal Financial Accounting: We assist individuals in managing their personal finances, including budgeting, investment planning, and retirement strategies.

• Bookkeeping: We manage your day-to-day financial recordkeeping, ensuring accuracy, efficiency, and financial transparency.

We are dedicated to providing our clients with the personalized attention and expertise they need to navigate the complexities of the financial world with confidence.