Interstate Business Management - Tulsa, Oklahoma

Genni Davis

I am SO grateful to have met with Aaron Novinger at Interstate Business Management. I consider my future retirement and am all too aware that I had no plan in place. Thanks for allowing me to have an initial conversation! I'm much more comfortable and confident now and look forward to working more closely with Interstate Business Management as I get closer to retirement age. Their tools are amazing! Thank you so much!!

Linda Dipboye

I very thankful that Aaron at IBM did my retirement assessment. It has made my decision to retire much more appealing. Thank you so much for all your help. Definitely recommending IBM to my close to retiring friends.

joyce conger

When my tax preparer passed away in January of 2024 Interstate Business Management agreed to do his clients tax returns on the same fee scale. Possibly their intentions were good, but their follow through is full of excuses. The first appointment on 4/6 was full of red flags and I should have taken my papers and gone somewhere, anywhere else. Today is 5/6 and I still do not have my tax return ready to e-file. All I have received is empty promises. When I said I was coming to pick up my papers on 4/26 that got their attention. Lacey, in the Tulsa office, worked on the return via phone from Mansfield office. When I arrived to pick up papers I could hear Sonya and Lacey working on our return. Eventually, I was able to go into a conference room and look over the return. I paid the fee but asked them to hold the return for ONE day so I could go over all of the figures. I called back the next day with a few questions. To date I have not spoken to anyone to get the questions answered, the return completed and e-filed. I emailed Aaron the CEO 5/3. There has been no reply as of 5/6. I called the Tulsa office at 12:20 and left my phone number for Lacey to call me when she returns from lunch. Hopefully Lacey will call or someone will see this review and respond.

Update 5/6/2024 2:45 pm - just talked with Lacy, received answers to my 4 questions, tax return was e-filed with receipt that IRS received the electronically filed 2023 return. Thanks Lacy for finishing our return.

Andrea Cook

Thank you so much for sharing your wealth of knowledge. Your help with my retirement planning is appreciated. Because of you I now have a better understanding of what retirement looks like financially.

Oesha Stone

I couldn’t believe the service we received while trying to get our business taxes done. John Davidson came into our place of business many times to get out business. We eventually decided that we wanted to go through with their services and provided a check and all our business documents to them. We were confident that our taxes was handled until we never received a response from the business. We called on several occasions trying to get ahold of someone and no one returned our calls and never reached out to our business. Almost two months later, John shows up at our business and says “Lacy Jackson don’t want to do your taxes” Wow! He returned the check and our documents and just walked away. What level of professionalism is this? I would never do business with the company. They have no explanation except the owner didn’t want to do our taxes. Don’t go here. They are not professional at all.

Anthony Heard

Fran is very organized and knows the business thoroughly. Very easy to work with and takes the time to adress questions. Would highly recommend her to any small business that wants their accounting and tax needs handled correctly and timely. Lacy is great at picking up and delivering my work. She is very friendly and always has everything on time and is able to answer any of my questions. Lori does the grinding out of all the accounting for me and is very thorough. She is top notch with the payroll and all the bookkeeping. Her financial reports really help with our business planning.

HUNG SIENG

Fran has been great helping me and my family these past years. She is always very fast responding to us and one of the most reliable people that I’ve worked with. Definitely happy to have her on our side and excited to continue working with her!

Michaela Garrett

Well where do I start ? First of all I am the person that gets totally overwhelmed w/ taxes , etc but working w/ Betty made it such a better experience!! I can’t even begin to express how different of an experience this was . She was very patient w/ me and answered all of my questions and actually for the first time I left her office feeling more educated than I ever have . She is so sweet and down to earth. She just makes you feel comfortable and for me that is huge . I would recommend her and her whole team to anyone that is needing help w/ taxes , accounting ,etc. She really put my mind at ease and helped me get a game plan of where to even start . The last lady ( different business) really messed up my taxes and I had put off dealing w/ it for to long bc like I said it completely overwhelms me so THANK You Ms. Betty for all of your help and kindness and patience. It truly was a pleasure working w/ you and your whole staff . I would absolutely recommend this establishment.. I left there feeling so relieved so again Ty!!