Attracted by an advertisement in the classified section of the newspaper in 1995 with the message, "Franchises in Wal-Mart, call 1-800-234-1040", Carl and Carrie Kelley began their business venture with Jackson Hewitt in tax season 1996 with a simple plan to run a business to produce just enough income to pay the overhead expenses for an office where they could conduct bookkeeping for their local franchised restaurant. Carrie had a degree and background in accounting having been the accountant for a private college and an assistant controller for a manufacturing company before opening and managing their Restaurant & Pub. Carl in law enforcement 16 years, had been a police officer in the public relations division and then a similar role with the Department of Justice as a Law Enforcement Coordinator and Victim/Witness Specialist. The combination of her accounting and his public relation skills they soon became deeply involved in Jackson Hewitt and embarked upon an incredible growth story taking them to being ranked among the top of approximately 700 Franchisees and being named the Franchisee of the Year in 2005.
They started with one office and one kiosk in Walmart in their home town of Muskogee, Oklahoma. They prepared four hundred ninety-eight tax returns after their first tax season in 1996. They quickly duplicated their success into other territories in the Oklahoma area and then continued their successful footprint into other states.
The expansion began with the purchase of Fort Walton Beach, FL area in 2000, Springfield, MO in 2002, with Fort Smith and Fayetteville, AR, Panama City Beach and Pensacola, FL. all added to the portfolio from 2002 up to 2012.
Now operating in Arkansas, Florida, Missouri, and Oklahoma with 99 locations during the 2014 tax season and over 45,000 tax returns per year, this team has grown to be the Second Largest Franchise in the Jackson Hewitt system.
Carl was named to the ICJHF (Independent Council of Jackson Hewitt Franchisees) Board of Directors in February of 2010 and his position as a board member will expire in April of 2016. Additionally, he served as President of the ICJHF from May 1, of 2010 to April 30 of 2014.
General Manager Terri Cantrell – Employed as a tax preparer since 1995. Worked at the first Wal-mart location with Carl and has been a key element to the success of C K Ventures, Inc. She has and continues to lead this successful management team in Marketing, Planning, and Operations.
Office Administrator Cathy Fielder – Started as a tax preparer in 2001 and quickly stepped into her position overseeing Accounts Receivable and Payables. She also has been a key element to success since her assumption of this position.
Controller Brian Franklin, CPA – Joined the team in 2009. Brian is in charge of payroll, corporate accounting, and leasing.
Compliance Manager Keri Morgan – Joined CK Ventures in 2000 as a tax preparer. Keri handles all Gold Guarantee Claims, Tax Course curriculum, and monitors tax preparer due diligence. Her responsibilities are significant to our ability to provide accurate and quality tax returns.
Customer Service Manager Kelli Wood – Brought years of customer service with her to us in 2005. She coordinates customer service with our area managers to insure customer satisfaction.
Assistant General Manager Lori Pace – Managed the Springfield, MO area 2002-2010. Promoted May 2010 and moved to Florida to oversee the Florida territories and provide assistance to those area managers.
IT Coordinator Terry Sheedy is responsible for computer security, maintenance, networking, and system operations.
- Fort Walton Beach, FL – Michelle McGregor
- Pensacola, FL – Stephanie Bell
- Pace, FL - Debbie Taylor
- Panama City, FL – Darlene Walker
- Fort Smith, AR – Crystal Goss
- Fayetteville, AR – Sarah Hamilton
- Springfield, MO – Charity Williams
- Branson, MO – Mitch Long
- Northern Oklahoma – Fallon Kelley
- Southern Oklahoma – Jennifer Thompson
Fort Walton Beach, FL Wal-mart Ranked #1 Highest Return Count Retail in 2001
Muskogee, OK Storefront Ranked #1 Highest Return Count Region 9 2004-2010
Tahlequah, OK Storefront Ranked #10 Highest Return Count Region 9 2010
Muskogee, OK Storefront Ranked #5 Highest Return Count Nationwide 2004-present
Springfield, MO Sunshine Location #1 Highest % Growth Nationwide 2003
CK Ventures, Inc. Franchise of the Year 2005
JHNet Top Gun Award 2006
Jackson Hewitt Spirit of Giving Award 2008
Jackson Hewitt Chairman’s
Club Member, Hall of Fame, and Chairman’s Circle Member
2008 Region Office Image Winner – 23rd Street, Panama City, FL
Tax Preparer of the Year 2008 – Annette Mitchusson
Tax Preparer of the Year 2009 – Cornelius McGillicuddy
Five Star Offices:
Qualifications: 85% Average Tax Preparer Readiness Test, 65% Customer Retention, Minimum 300 Return count, Office Appearance.
Muskogee, OK 2009 & 2010
Sallisaw, OK 2010
Henryetta, OK 2010
Tahlequah, OK 2008 & 2010
Rogers, AR 2010
Wedington, Fayetteville, AR 2010
Wagoner, OK 2008 & 2009
Eufaula, OK 2008 & 2009
Hollister, OK 2009
24th Street, Fort Smith, AR 2008 & 2009
Muskogee Chili & BBQ Cook-Off Sponsor
Springfield, MO Chili Cook-off
Casual UP Breast Cancer Awareness
Muskogee Regional FFA Livestock Show
Free Tax Returns to graduating High School Seniors
WISH (Women In Safe Houses) Mud Volleyball Tournament
Salvation Army Christmas Bell Ringing
Adopt-a-Family Angel Tree
Fort Gibson, Ok, Public Schools Education Foundation
Fort Walton Beach Relay For Life