What are the opening hours?

Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Stotts, Archambo, Mueggenborg & Barclay, PC

Home
United States
Bartlesville, OK
Stotts, Archambo, Mueggenborg & Barclay, PC

Stotts, Archambo, Mueggenborg & Barclay, PC is one of the leading firms in and throughout Northeast Oklahoma.

We're a full service tax, accounting and business consulting firm that specializes in income tax planning and preparation. Our experience in the areas of income tax planning and preparation for individuals, businesses and non-profits; auditing of Indian tribes, casinos, HUD-financed multi-family housing facilities, municipalities, school districts, retirement facilities, oil & gas, non-profits and for-profit entities alike; financial accounting and consulting for businesses, including payroll, accounts receivable and accounts payable services provides our clients with the confidence to know their financial affairs are being monitored and secured.

10/01/2026

Looking for investments with valuable tax advantages? Stock in certain domestic C corporations can offer substantial tax savings when you sell, and the benefits have been enhanced. Investors in qualified small business (QSB) stock acquired after July 4, 2025, may be eligible for a 50% capital gains exclusion after holding the stock for three years and a 75% exclusion after four years. The previous 100% exclusion after five years is still available. The maximum exclusion also increased from $10 million to the greater of $15 million (inflation-adjusted after 2026) or 10 times the aggregate adjusted basis of stock sold during the tax year. The rules are complex, so contact us at 918-336-0008 to learn more.

09/30/2026

Running a successful business requires more than keeping up with the day-to-day. It also requires taking time to evaluate your financial position, identify opportunities and plan for what’s ahead. Whether you need assistance with accounting, bookkeeping, tax planning or strategic business advice, we can help you gain clarity. Our team provides practical guidance tailored to your specific needs, so you can focus on running and growing your business. Contact us at 918-336-0008 to learn more.

09/29/2026

What do pumpkin patches, ski resorts and ice cream shops have in common? Their revenue ebbs and flows throughout the year, but many costs are year-round. This can create cash shortfalls. If you operate a seasonal business, consider these four tips to manage cash flow better: 1) prepare rolling forecasts, 2) use data to plan inventory, staffing and marketing, 3) monitor receivables, inventory and payables, and 4) set aside peak-season cash and arrange financing before it’s needed. After the busy season, compare actual results with your forecast and apply what you learn to the next cycle. Contact us at 918-336-0008 for help implementing these strategies and assessing your cash-flow needs.

09/28/2026

Owning assets jointly with your adult child can invite unwelcome tax consequences that may outweigh potential benefits. For example, owning an asset together as “joint tenants with right of survivorship” can open up transfer tax exposure. If you add your child to the title of property you already own, it may be considered a taxable gift of half the property’s value. And when you die, half of the property’s value will be included in your taxable estate. A properly designed trust can be a more tax-efficient option. Call us at 918-336-0008 for details.

09/24/2026

If you work remotely and split your time between two states during the year, it can create state tax issues. A state with an income tax generally can tax all income of its residents and income earned within its borders by nonresidents. Residency rules vary but may consider your domicile, days spent in the state and whether you maintain a home is there. Your domicile is generally your true, fixed, permanent home — the place you intend to return to. Some states may treat you as a resident for income tax purposes if you maintain a home and spend a specified number of days there. Contact us at 918-336-0008 to review your situation and help determine whether you may have tax obligations in more than one state.

09/23/2026

If you were born in 1960 or later, you can start taking “full” Social Security benefits when you turn age 67. But should you? It may depend on your health, retirement income and other factors. If possible, try to delay taking benefits until you’re age 70, when you’ll receive larger monthly payments. In fact, benefits increase by 8% each year you delay taking them! For more about Social Security and funding your retirement, call us at 918-336-0008.

09/22/2026

An external audit provides reasonable assurance that your financial statements are free from material misstatement, but it doesn’t examine every transaction or guarantee it will detect all errors or fraud. Lenders, investors, surety companies or government agencies may require a business to provide audited financial statements. Even when an audit isn’t required, audited statements may strengthen the credibility of your financial reporting with stakeholders. Whether an audit is required or voluntary, early preparation can make the process more efficient. Call us at 918-336-0008 to discuss your upcoming audit and identify steps you can take now to get your books and records audit-ready.

09/21/2026

Business owners: Should you use cash to pay federal tax debt or keep it for operational needs? Paying the IRS sooner may ease stress and reduce penalties, but draining cash can disrupt operations, payroll and growth. There’s no one-size-fits-all answer. In many cases, the IRS offers options — such as installment agreements, temporary collection holds or penalty relief — that may help you stay compliant while preserving cash flow. The biggest risk is choosing extremes, either depleting cash reserves or ignoring the issue. A balanced strategy often works best. Call us at 918-336-0008. We can review your options and help you create a plan.

09/17/2026

Many individuals invest in real estate to help diversify their portfolio, create an income stream for themselves from rental income and build net worth over time. Income and losses from investment real estate are considered passive by definition — unless you’re a real estate professional. Even then, you generally must “materially participate” in a rental activity for it to be treated as nonpassive. Why is this important? Passive income may be subject to the 3.8% net investment income tax on top of any income tax otherwise due, and passive losses are deductible only against passive income, with the excess carried forward. Call us at 918-336-0008 to discuss tax planning for your investment real estate.

09/16/2026

There are several benefits to having an estate plan. It can protect your wealth while giving you peace of mind that your assets will be distributed according to your intentions. In addition, it can save taxes, minimize legal complications and family disputes, and reduce expenses for your heirs. Do you have young children? An estate plan is a must so you can name guardians for them in the event of your untimely death. If you’re ready to begin your estate planning journey, or if you’d like us to review your current plan, contact us at 918-336-0008.

Address

302 S. Osage
Bartlesville, OK
74003

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.sambcpas.com/

Alerts

Be the first to know and let us send you an email when Stotts, Archambo, Mueggenborg & Barclay, PC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Stotts, Archambo, Mueggenborg & Barclay, PC:

Want your business to be the top-listed accountant in Bartlesville?