Search Results for: HoganTaylor

Cathy Reid Admitted as HoganTaylor Partner

Cathy Reid

Tulsa, Okla.-based HoganTaylor (FY18 net revenue of $47.3 million) has admitted Cathy Reid as its newest partner, bringing the total number of partners to 18 in the Tulsa office and 44 firmwide.

Reid has a broad tax background including compliance, planning and consulting (both domestic and international) and has extensive experience with accounting for income taxes. In addition, she has decades of experience providing taxation services to privately held businesses, multinational companies as well individuals and trusts for a wide range of specialized industries including manufacturing, retail, distribution, health care and agriculture.

Prior to joining HoganTaylor, Reid was the managing director of tax at KPMG in Memphis, Tenn.

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HoganTaylor Announces Six New Partners

Tulsa, Okla.-based HoganTaylor (FY18 net revenue of $47.3 million) has admitted the following professionals to the partnership: Clay Glasgow, Brandon Jackson, Sarah Langham, Shannon McCain, Melania Powell and Brittney Wycoff.

Glasgow, an advisory partner based in Little Rock, Ark., came to HoganTaylor during the JPMS Cox merger in 2018. He has served in a variety of capacities, including roles in advisory, assurance and tax. Glasgow advises clients in the areas of financial management, forensic accounting, business valuation, litigation, and mergers and acquisitions.

Jackson, an assurance partner based in Tulsa, Okla., joined the firm in 2007. He provides assurance and accounting services to publicly and privately held clients. Jackson has experience in numerous industries, including manufacturing and distribution, construction, nonprofit, oil and gas exploration, and marketing.

Langham, an assurance partner based in Fayetteville, N.C., joined HoganTaylor in 2007. She provides assurance services to both public and private clients in a variety of industries, including manufacturing, nonprofit, start-up, and research and development companies.

McCain, a tax partner based in Oklahoma City, joined the firm in 2009. She provides comprehensive tax solutions to both individual and business clients, with emphasis in the fields of oil and gas, and high-net-worth family groups.

Powell, a tax partner based in Fayetteville, N.C., joined HoganTaylor in 2008. She has extensive experience in tax compliance, due diligence, planning and research. Powell advises businesses and individuals with tax planning for transactions, optimal business structure and long-term planning.

Wycoff, an assurance partner based in Oklahoma City, joined the firm’s Oklahoma City office in 2018. She serves clients in various industries, including nonprofit, energy, and manufacturing and distribution.

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HoganTaylor Moves Its Oklahoma City Office

Oklahoma City OMP Richard Wright and the firm’s other Oklahoma City partners host a ribbon-cutting ceremony.

Tulsa, Okla.-based HoganTaylor (FY18 net revenue of $47.3 million) has relocated its Oklahoma City office to a new, expanded space at 1225 N. Broadway Ave., Suite 200, in the city’s new Innovation District.

“In the accounting industry, we spend a lot of time thinking about the future and what changes may come as a result of new technology,” says Oklahoma City OMP Richard Wright. “At HoganTaylor, new technology is driving our transformation from a public accounting firm to a full-service business advisory firm. Our new space is a reflection of that transformation.”

The firm says the move not only accommodates additional growth but allows for greater participation in the city’s efforts to form innovative partnerships in the new district.

The new office is designed to allow for increased interoffice collaboration and idea sharing.

“The No. 1 thing that’s going to change for our profession is that our clients are going to demand that we help them get better and not just do their compliance work,” says Randy Nail, CEO of HoganTaylor. “Our new space fosters the kind of collaboration and innovation we’ll need to help our clients get better, but it’s just one of many ways we’re innovating our future at HoganTaylor.”

HoganTaylor is also investing in new service lines through a merger with RainRock IT Services. A new subsidiary, HoganTaylor Technology, began doing business Nov. 1, offering a suite of information technology services, including managed information technology services, outsourced CIO and technology solutions, cybersecurity services, and IT strategy and assessments.

“In the future, if a client needs anything related to a business issue, whether it’s an IT need, a marketing need, an HR need or really anything, we want HoganTaylor to be the first place they turn,” Nail says. “Our move in Oklahoma City and this beautiful new space both support that goal.”

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PrimeGlobal Welcomes HoganTaylor, K·Coe Isom

PrimeGlobal announces that two firms have joined the North American region: Tulsa, Okla.-based HoganTaylor (FY18 net revenue of $47.3 million) and Salina, Kan.-based K·Coe Isom (FY19 net revenue of $69.4 million).

HoganTaylor is ranked No. 91 and K·Coe is No. 66 on the 2019 INSIDE Public Accounting (IPA) 100 listing of the largest accounting firms in the nation. Recently, HoganTaylor was named an “IPA Fastest Growing Firm” in North America.

“At HoganTaylor, we move forward optimistically and expect to be better tomorrow than we are today,” says Randy Nail, CEO at HoganTaylor. “This ‘get better’ philosophy has always been a part of who we are and what we do as a firm. It drives our desire to be leaders in the markets of those we serve and ensures that we continually improve upon our service to our clients and our communities. Our commitment to PrimeGlobal reflects our adherence to this philosophy.”

Michelle Arnold, PrimeGlobal’s Chief Regional Officer for North America, says, “As I have grown to know HoganTaylor and its people, it’s clear they are a wonderful addition to the PrimeGlobal family. The remarkable growth at HoganTaylor is testament to the talented professionals at the firm, and the leadership at the top.”

K·Coe Isom is a nationally known specialist in the food and agriculture industry. For over 85 years, K·Coe Isom has been working with operators that cover over 1 million acres of land and thousands of heads of livestock combined.

K·Coe Isom CEO Jeff Wald says, “Our customers and advisory teams will certainly benefit from the additional resources, international accounting best practices, and premium network of global contacts the association provides.”

Arnold says, “As leaders in the food and agriculture industry, K·Coe Isom offers PrimeGlobal member firms an excellent resource in an important and growing market. Our member firms and their clients will gain immediate benefits from the knowledge and expertise that the K·Coe Isom team maintains, and clients will gain the same advantage from the connections that KCoe now has with hundreds of high-quality firms worldwide.”

PrimeGlobal is comprised of approximately 300 successful independent public accounting firms in 80 countries.

HoganTaylor Celebrates the 10th Anniversary of the Merger that Formed the Firm

Tulsa, Okla-based HoganTaylor (FY17 net revenue of $36.1 million) recently celebrated the 10th anniversary of the merger that formed the firm.

HoganTaylor was formed out of a 2009 merger of two legacy firms–a pairing that would create a regional powerhouse that is today an IPA 200 firm.

“It’s hard to believe it has been 10 years since HoganTaylor was formed out of a shared vision and passion to elevate the clients we serve,” says Randy Nail, CEO of HoganTaylor. “In the years since the merger, we have accomplished so much together.”

Ten years later, HoganTaylor has established its reputation as a business advisory firm, increased its geographic footprint with an office in Little Rock, Ark., and more than doubled its size in terms of revenue and people.

To recognize these achievements and mark the occasion, Nail sat down with the firm’s lead advisory partner, Robert Wagner, to reflect on the last 10 years–how the firm has grown, why growth is important, and what’s next for HoganTaylor. To read the interview, visit www.hogantaylor.com/10-years

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HoganTaylor Admits Ackerman as Partner

Aaron Ackerman

Tulsa, Okla.-based HoganTaylor (FY17 net revenue of $36.1 million) has admitted Aaron Ackerman as its newest partner.

Ackerman’s admission brings the number of partners to seven in the firm’s Oklahoma City office and 37 firmwide.

“Aaron is a dynamic, young executive and leader with a strong business acumen,” says Robert Wagner, HoganTaylor partner and advisory practice lead. “In 2014, he launched the firm’s advisory practice in Oklahoma City and quickly established a thriving service offering supporting the needs of our clients in the market.”

With nearly two decades of experience in both public accounting and private business, Ackerman navigates clients through a wide variety of issues beyond accounting and finance. Ackerman also serves as a mentor for a business accelerator program sponsored by the Oklahoma City Thunder in partnership with StitchCrew. As a mentor, he has helped develop the blueprints for some of the most innovative startups in the state, the firm says. HoganTaylor is an innovation partner of the initiative housed at the Thunder LaunchPad.

“Aaron is committed to the goals of the firm and his years of hard work have proven him deserving of this achievement,” Wagner says.

HoganTaylor Announces Promotions

Tulsa, Okla.-based HoganTaylor (FY16 net revenue of $34.3 million) announced their 2018 promotions, effective Jan. 1.

These promotions include:

  • Wes Gilliam, chief accounting officer, core business services, Tulsa.
  • Shannon Hammons, chief human resources officer, core business services, Tulsa
  • Josh Larkins, director of IT operations, core business services, Oklahoma City, Okla.

View the full list of promotions here.

HoganTaylor Admits New Little Rock Partners

Ginger Meister

Ginger Meister

Tulsa, Okla.-based HoganTaylor (FY16 net revenue of $34.3 million) admitted Ginger Meister and Cale Turner to partner.

“Cale and Ginger are both dynamic young professionals who have contributed greatly to the health and success of our Little Rock office,” says Randy Nail, CEO. “In addition, both were instrumental in the success of the firm’s recent merger with JPMS Cox.”

Meister has more than 15 years of experience in public accounting. She has provided tax compliance, planning and consulting services to a variety of clients including closely held businesses, pass though entities and high-wealth-individuals, with considerable expertise in the real estate and health care industries. Meister works closely with her clients with special attention on planning opportunities and strategy to minimize their tax burden.

Cale Turner

Cale Turner

Turner has more than 15 years of public accounting experience providing tax planning and compliance services for a range of clients, including individuals, trusts, partnerships, corporations and nonprofit entities. In addition, he has unique expertise in political campaign finance. Turner has extensive experience working with political campaigns and other political organizations to ensure their compliance with the accounting and financial reporting requirements of the Federal Election Commission and similar state regulatory agencies.

HoganTaylor Acquires JPMS Cox

Tulsa, Okla.-based HoganTaylor (FY16 net revenue of $34.3 million) will acquire JPMS Cox of Little Rock, Ark., on Jan. 1.

“In track record, in culture, in expertise and focus on client service, these two firms fit hand in glove,” says HoganTaylor CEO Randy Nail. “By joining forces, we’re capturing tremendous synergy to create value for our clients, communities and employees. HoganTaylor gains a stronger presence in Arkansas, dozens of talented CPAs and support staff and several additional expert practice areas. JPMS Cox adds a deeper bench, increased capacity and specialized services like cybersecurity to better serve its growing client list.”

JPMS MP Gary Cooper agreed that the firms have “complementary skills, teams and industry expertise” and that the merger would help the firm bring more specialized services to clients and better serve them.

HoganTaylor has three main service lines: assurance, tax and advisory services. Niche services include cybersecurity, human capital services and outsourced CFO services.

JPMS has six divisions: tax, audit and other assurance, employee benefits, valuation, forensic and litigation support, and strategic business solutions. Specialized practice areas serve the construction, nonprofit, financial institution and real estate sectors.

HoganTaylor Admits Four Partners

Dan Bomhoff

Dan Bomhoff

Tulsa, Okla.-based HoganTaylor (FY15 net revenue of $33 million) has admitted Dan Bomhoff, John Cooper, Jeff Koweno and Bret Little as partners.

Dan Bomhoff, Tax Partner, Oklahoma City – Bomhoff joined HoganTaylor in 2013. He has nearly 15 years of experience in the area of taxation, including tax compliance reporting, planning and consulting. Bomhoff has worked with clients in many industries, including oil and gas, manufacturing, retail, and services as well as working with high-net-worth families, trusts, organizations with multi-state filings and pass-through entities.

John Cooper

John Cooper

John Cooper, Assurance Partner, Tulsa – Cooper joined HoganTaylor in 2012. He has more than 15 years of experience providing assurance services. Cooper has served a variety of public and privately held clients in a range of industries, including oil and gas exploration and production, oilfield service, construction, nonprofit, and manufacturing.

Jeff Koweno

Jeff Koweno

Jeff Koweno, Assurance Partner, Oklahoma City – Koweno joined HoganTaylor in 2012. He has nearly 20 years of experience providing financial statement audit, audit of internal controls, SEC reporting and compliance, and other attestation services. Koweno has extensive experience with companies in a broad range of industries with particular emphasis in energy.

Bret Little, Tax Partner, Tulsa – Little joined HoganTaylor in 2007. He has more than 15 years of experience providing tax services. Little’s professional experience includes considerable expertise providing tax services to partnerships, corporations and S-Corporations. He works with clients in the trucking, construction, manufacturing and wholesale industries.

Bret Little

Bret Little

The firm has more than 200 employees and provides tax, assurance, risk, business advisory, accounting and many specialty and industry-focused services. HoganTaylor is an independent member of the BDO Alliance USA.