Search Results for: Mauldin & Jenkins

Mauldin & Jenkins Announces New IT Subsidiary

Atlanta-based Mauldin & Jenkins (FY19 net revenue of $52.5 million) announces a new subsidiary – Advisory Information Technology LLC (AdIT) of Marietta, Ga.

As a division of Mauldin & Jenkins, AdIT will function as an independently operated subsidiary. The deal is expected to augment Mauldin & Jenkins’ current IT capabilities and expand its offering of technology-related services and support to a wide variety of clients.

AdIT, founded in 2012 by Jerry Jones and Matisse Long, helps clients improve processes and increase efficiency while minimizing risk, fulfilling regulatory and compliance responsibilities, and solving complex business problems.

MP Hanson Borders says, “We believe that in addition to traditional business advisory and accounting services, it is critical that top-tier firms find new ways to meet client needs in an era of rapid technological change and an ever-evolving risk environment.” He adds, “Our existing IT offerings have proven extremely popular. Having access to AdIT’s certified professionals and highly specialized skills will allow us to further elevate these services to meet the challenges and opportunities of a technology dependent business environment.”

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Mauldin & Jenkins Partner Named GASB Chair

Joel Black

Joel Black, PIC of the audit practice at Atlanta-based Mauldin & Jenkins (FY19 net revenue of $52.5 million), has been named the chair of the Governmental Accounting Standards Board (GASB).

He will succeed David Vaudt on July 1, when Black’s seven-year, nonrenewable appointment takes effect. He will join GASB in a few months to facilitate a smooth transition.

Black has worked at Mauldin & Jenkins since 2004. Prior to that, he was an employee at KPMG for 12 years.

He oversees the audit practice of the firm’s eight offices throughout five states and also leads the firm’s government professional practice group, covering more than 400 public sector clients.

“He brings extensive knowledge and experience to the role and has genuine appreciation for the opportunities and challenges that our stakeholders face as accounting standards change,” says Kathleen Casey, Financial Accounting Foundation chair. The Financial Accounting Foundation oversees GASB and the Financial Accounting Standards Board (FASB).

“I have been immersed my entire adult life in the important, complex world of governmental accounting,” Black says. “I am eager to join my new colleagues in the mission to establish and improve accounting standards and to engage with the remarkably diverse group of stakeholders who care so much about public sector financial reporting.”

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Expert in Advisory Services Joins Mauldin & Jenkins as Partner

David Roberts

David Roberts

Atlanta-based Mauldin & Jenkins (FY19 net revenue of $52.5 million) has announced that David Roberts has joined the firm’s advisory practice. He has also been admitted as a partner.

Roberts is a specialist in the operational issues faced by governmental entities at all levels –local, state and federal. He is also knowledgeable in quasi-governmental umbrella organizations and assists clients in streamlining operations, optimizing service delivery and increasing stakeholder satisfaction.

Roberts has more than 19 years of experience with Big 4 firm KPMG, and has served in leadership roles in public sector advisory services.

Jeff Fucito, PIC of the Atlanta office and the advisory practice, welcomes Roberts. “David is a true leader among his peers when it comes to understanding and resolving the many challenges clients face in today’s environment. David possesses exceptional abilities around helping clients identify and seize fleeting opportunities.”

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Jeff Dorris Joins Mauldin & Jenkins to Lead SALT Practice

Jeff Dorris

Jeff Dorris

Atlanta-based Mauldin & Jenkins LLC (FY19 net revenue of $52.5 million) announces that Jeff Dorris has joined the firm to direct its state and local tax (SALT) practice, after more than a decade of tax services at United Parcel Service.

“Jeff will provide additional expertise to our state and local tax practice,” says Jeff Fucito, PIC of the Atlanta office. “His practical experience will be an asset to our clients in implementing and managing solutions to minimize tax exposure.”

Dorris has extensive experience in state income tax, sales and use tax, personal property tax, as well as credits and incentives. He enjoys state tax planning and organization restructuring to reduce the client’s overall state tax burden. Mauldin & Jenkins plans to expand its footprint to create a national SALT practice.

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Mauldin & Jenkins Acquires Jon Campbell & Associates

Atlanta-based Mauldin & Jenkins LLC (FY18 net revenue of $50.6 million) announced the acquisition of Jon Campbell & Associates of Brandon, Fla., an advisory firm providing professional services to financial institutions. On March 15, Jon Campbell & Associates officially joined the Bradenton, Fla., office, of Mauldin & Jenkins.

Jon Campbell & Associates is made up of professionals who provide trusted advisory services including risk management, internal audit, regulatory compliance, and information technology services. Their proven success adds to the wealth of services Mauldin & Jenkins offers. Providing quality service to clients, building a firm that will stand the test of time, and providing opportunities for employees remain Mauldin & Jenkins’ key objectives.

“This combination gives the Mauldin & Jenkins’ financial services team additional resources while significantly increasing our firm’s presence and recognition within the State of Florida,” says Hanson Borders, MP, Mauldin & Jenkins. “We believe this combination will strategically integrate and align with both our existing Florida financial services practice as well as our firmwide financial services practice by continuing the Jon Campbell & Associates’ long-term reputation and legacy for excellent client service.”

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Mauldin & Jenkins Acquires KRT’s Governmental Practice Division

Atlanta-based Mauldin & Jenkins LLC (FY18 net revenue of $50.6 million) announced the merger of the governmental practice division of KRT CPA of Atlanta. KRT CPA (formerly known as Karp Ronning & Tindol) has been operating in Savannah for over 90 years providing traditional audit and tax services to a wide variety of clients.

“We view the merger of KRT’s governmental practice unit as a unique and strategic opportunity to expand our presence in this important market area of Georgia and the greater low country area. Clients of both firms will benefit from greater convenience and the combined service capabilities that our two governmental practices together will offer,” says Hanson Borders, incoming MP of Mauldin & Jenkins.

Miller Edwards, head of Mauldin & Jenkins governmental practice, added “Our partners and staff are very excited and believe this merger is a win-win for both firms and our combined governmental clientele. This merger enhances our logistics and provides greater experienced resources to over 50 combined governmental clients in the general area.”

The merger of KRT’s governmental practice into Mauldin & Jenkins was effective July 1.

Mauldin & Jenkins Acquires of Derrick Stubbs & Stith

Atlanta, Ga.-based Mauldin & Jenkins (FY17 net revenue of $46.2 million) will acquire Derrick Stubbs & Stith of Columbia, S.C. on Oct. 1.

Along with six partners, Derrick Stubbs & Stith brings more than 25 professional and administrative staff members to Mauldin & Jenkins. Partners include Charles Statler, Jr. (MP), Alan Grimsley, Todd Dailey, Timothy Monahan, David Splittgerber and Michelle Chapman. By joining forces, M&J will have approximately 280 people and seven offices located in five states.

Mauldin & Jenkins tailors services according to the many niche industries it serves including closely held businesses, financial institutions, governmental entities, long term health care, non-profits and entrepreneurial services.

PrimeGlobal Welcomes Mauldin & Jenkins as Newest Member

PrimeGlobal is pleased to announce that Atlanta-based Mauldin & Jenkins (FY16 net revenue of $46.3 million) is the newest member to join the association’s North American region.

Mauldin & Jenkins has provided audit, accounting and tax services since 1918. Its culture, from the beginning, has been to provide top-quality service to every client. Since the firm’s inception in Albany, Ga., it has added offices in Atlanta, Macon, Ga., Birmingham, Ala., Bradenton, Fla., and Chattanooga, Tenn. Mauldin & Jenkins is ranked No. 78 on the 2016 IPA 100 list of largest accounting firms in the nation.

“We are pleased to expand our reach in the Southeast region and have another top 100 accounting firm join our growing membership,” says PrimeGlobal North America’s Chief Regional Officer Michelle Arnold. “Mauldin & Jenkins is an excellent addition to our membership. The firm’s breadth and depth in audit of governmental clients and financial institutions will be invaluable to the association.”

MP Donny Luker says, “We are eager to participate in and contribute to the knowledge sharing that is part of the PrimeGlobal membership. We are also excited about working together with firms that share similar core values but different niches.”

PrimeGlobal is one of the top five largest associations of independent accounting firms in the world, comprised of approximately 300 successful independent public accounting firms in 85 countries.

Mauldin & Jenkins Partners Announce Retirement

Terry Henderson, Casey Stuart, David Holt and Larry Eddlemon will retire from Atlanta-based Mauldin & Jenkins LLC (FY15 net revenue of $46.4 million). After more than a collective 140 years of service, they are moving on to the next stage in their lives and their careers.

“Each of their contributions have been significant to the long-term success of our firm and to the individuals who have worked with them and learned from them during their careers,” says Donny Luker, MP of Mauldin & Jenkins. “There have been only 92 equity owners of M&J since 1918, and the 98 years of success would not have been possible except for the contributions of these individuals and many others like them.”

Henderson – Since joining M&J in 1977, Henderson has devoted much of his career to serving family-owned businesses. Industries served include wholesale distribution, real estate development and management, contractors, manufacturing and long-term health care. During his 39 years at Mauldin & Jenkins, Henderson was also the Macon, Ga., office PIC for more than 20 years.

Stuart – His experience covers many industries and types of business entities. He has spent a significant portion of his career serving financial institutions.

Holt – Holt has assisted and advised commercial clients in business formations, acquisitions and liquidations and has worked with individual tax clients in income tax planning, estate planning and general financial planning. He also has extensive experience in resolving federal and state tax examination issues for clients of the firm.

Eddlemon – His areas of expertise are in taxation of financial institutions, real estate entities, manufacturing companies and automobile dealerships.

Mauldin & Jenkins Admits Two New Partners

Time Carlisle

Tim Carlisle

Atlanta-based Mauldin & Jenkins (FY13 net revenue of $38.8 million), an IPA 100 firm, admitted Tim Carlisle and Meredith Smith to partnership on Jan. 3. Both are serving clients out of the Birmingham, Ala., office.

Carlisle’s practice focuses on providing income tax compliance services to individuals, businesses, trusts and estates. He also assists clients with their various tax and financial planning needs. His industry experience includes medical, publishing, pharmaceuticals and professional services.

Meredith Smith

Meredith Smith

Smith’s industry experience includes medical, information technology, manufacturing, wholesale distribution and various other businesses. She provides these clients with services, including assisting with business start‐ups, filing for not‐for‐profit status, review of not‐for‐profit returns, tax and business planning services, outsourced controller services, and review of tax returns for multi‐state organizations with complex structures and individual income tax services.