Shockley Tax Services & Bookkeeping
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local
- Software?
- QuickBooks Online, QuickBooks Desktop
3 of 5 answered from a dated source.
Documents 2 of 5 core services; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Shockley Tax Services & Bookkeeping | home page Oct 18, 2026 | |
| Website | https://www.shockleybooks.com/ | home page | |
| Office locality | Broken Arrow, OK | home page | |
| Phone | +19186158380 | home page | |
| Offers bookkeeping | Documented: Tax Service Broken Arrow | Shockley Tax Services & Bookkeeping Less Stress, More Peace of Mind We Handle the Numbers, You Focus on Life Schedule Your... | home page | |
| AP / AR | Documented: ...Financial Reporting Accounts Receivables Tax Preparation Tax Planning Direct Deposits Accounts Payable Estimated Tax Payments Payroll Processing Sales Tax Accounts Reconciliation... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...understand their finances for over 20 years. We are Tax Service Broken Arrow experts in payroll, bookkeeping, and tax preparation for small to midsize businesses. We love what we... | home page | 4 pts (max 4) |
| Software supported | QuickBooks Online, QuickBooks Desktop | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /tax-services | 3 pts (max 3) |
| Pricing approach published | Quote only (stated): "free quote" | home page | 6 pts (max 6) |
| What is included / excluded | Documented: ...reports so you can make smart financial decisions for your business. These tasks include: Data entry Reports Deadlines Debt collection Paying bills Organizing finances Assisting... | /bookkeeping-services-broken-arrow-ok | 5 pts (max 5) |
| Onboarding described | Documented: ...professional in Broken Arrow dedicated to keeping you informed year-round How It Works Talk with us Contact us to get a free quote & consultation Choose your services... | home page | 4 pts (max 4) |
| Named contact / team | Carri Shockley, Founder | /about-us Oct 18, 2026 | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Month-end close + reporting (0 pts, max 6); Industries served (documented) (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Shockley Tax Services & Bookkeeping' in Broken Arrow, OK on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Oklahoma Accountancy Board license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Shockley Tax Services & Bookkeeping's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.