Baskin Hadley & Associates P.C.

Baskin Hadley & Associates P.C. is an accounting firm in Ponca City, Oklahoma. The firm offers tax preparation, accounting, payroll, business and other tax planning, and management advisory services, and its team also works with clients on retirement strategies, portfolio management, estate strategies, life insurance, annuities, 401k's, individual retirement accounts, education strategies, risk management, and financial education. Its professionals serve individuals, families, and small business owners. The firm holds a rating of 5.00 from the customers who have reviewed it.

The firm was founded in 1969. David Baskin, a team member since 1978, became a shareholder in 1980. Terri Hadley joined in June 1981 and was admitted as a shareholder on November 1, 1983, after a year as a partner in training. As of January 2025, the firm has 15 employees. Investment services began in 1983 through H.D. Vest, which is now named Avantax. David Baskin is a Wealth Advisor, CPA, and Wealth Manager, and Terri Hadley is a Registered Professional CPA, Managing Partner of Baskin Hadley and Associates, and Tax Partner. The firm's tax department includes Tisha Minnie and Micaela Wilhelm, and its accounting department includes Carol Balzer, Shelli Hackney, Amy Hale, and Julie French. Vicki Wright serves as Administrative Assistant, Kendra Seward as Office Manager, and Becca Perry as Secretary.

The firm's stated approach begins with getting to know a client's needs, wants, and long-term goals, then developing, implementing, and monitoring a strategy built around that individual situation. Before incorporating financial goals into its data-driven approach, the firm reviews a client's risk tolerance and time horizon. Its services cover debt management, saving for college, retirement, and estate conservation, and its team addresses questions such as whether a client can retire early, whether investments are working hard enough, good approaches for college savings, the elements of a sound estate strategy, and whether a client has enough life insurance.

The office sits on North 2nd Street, about a tenth of a mile from North 1st Street and two tenths of a mile from East Grand Avenue. The Ponca City Police Department, the Ponca City Library, and City Hall are each about three tenths of a mile away, and Ponca City Junior High School is about four tenths of a mile away.

Clients describe the firm as reputable and long-standing: one client has had personal and business tax returns prepared there for over 40 years, another company has done business with the firm for more than 20 years, and a third client has used it for over 25 years for accounting, tax preparation, and investments.

With more than five decades serving Ponca City, Baskin Hadley & Associates pairs tax and accounting work with investment and retirement planning for the individuals and businesses of the area.