2017-03-03

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28 · FEB. 27, 2017
FINANCIAL
AREA'S LARGEST CPA FIRMS
Rank
Name
Address
Telephone•Fax
Website
Number
ofLocalCPAs
Total
Local
Staff
Partners
OtherProfessionals
Accounting&
Auditing
Taxes
Consulting
Specialties TopLocalExecutive(s),Title(s)
YearFounded
Locally
1 (1)
BKD LLP
910 St Louis St, Springfield 65806
(417) 865-8701 • (417) 865-0682 135 434 28
154
52%
15%
33%
Wealth planning, financial institutions, health care,
manufacturing, real estate, construction, nonprofits,
government, forensic & litigation support, technologies
John Wanamaker, managing
partner, southern Missouri 1948
2 (2)
KPM Wealth Advisors
1445 E Republic Road, Springfield 65804
(417) 882-4300 • (417) 882-4343 64 97 14
21
40%
32%
28%
Investment planning, insurance planning, income tax
planning, retirement planning, & estate planning
Jim Lewis,
managing shareholder,
Jay McIntyre, shareholder
1966
3 (3)
Elliott, Robinson & Co LLP
2305 S Blackman Road, Ste D, Springfield 65809
(417) 887-0585 • (417) 887-0619 22 45 6
10
45%
30%
25%
Trust & estate planning, business valuations, historical
tax credits, cost segregation, audits, forensics Bob Helm, managing partner 1973
4 (5)
Abacus CPAs LLC
1835 E Republic, Ste 200, Springfield 65804
(417) 823-7171 • (417) 823-0744 19 67 2
62
45%
35%
20%
Business valuation, nonprofits, payroll, transportation,
audits, individual accounting, corporate tax planning,
insurance agencies, manufacturing, medical offices,
owner/operator franchises
Bill Dunton,
managing partner 1998
5 (4)
The Whitlock Co
3271 E Battlefield Road, Ste 300, Springfield
65804
(417) 881-0145 • (417) 881-1016
16 32 8
5
38%
46%
16%
Outsourced accounting, audit, tax & estate planning,
community banking, real estate, consulting, higher
education & not-for-profits
Joe Page,
managing partner 1985
6 (6)
Roberts, McKenzie, Mangan & Cummings PC
4035 S Fremont Ave, Springfield 65804
(417) 883-5348 • (417) 883-8961 15 26 6
8
50%
40%
10%
Auditing, individual, business & estate taxes,
management services, payroll processing, forensic
services, accounting & financial statements, controller/
CFO
Patrice Moore,
administrative shareholder 1978
7 (7)
BRS CPAs & Advisors
3854 South Ave, Springfield 65807
(417) 877-0505 • (417) 886-1868 12 21 4
6
55%
41%
4%
Closely held business, financial institutions, nonprofit,
homeowners associations, retiree & high net worth tax
services, payroll, 401(k) audit
Greg Bush,
Darin Ramlow,
Jeff Shore,
Kassie Jarvis, shareholders
2002
8 (8)
Duckett Ladd LLP
4650 S National Ave, B-4, Springfield 65810
(417) 883-6590 • (417) 883-6591 8 15 2
3
57%
38%
5%
Low-income tax credit, small-business accounting
services, individual & corporate taxation, government
audits
Jared Duckett,
William Ladd, partners 2015
9 (10)
Bohl, House & Samek CPAs
1900 S Ventura Ave, Springfield 65804
(417) 882-2500 • (417) 887-1552 7 14 2
7
22%
66%
12%
Accounting & auditing, tax consulting & return
preparation (business, individual, nonprofit, trust &
estate), payroll
Edward House
Ryan Bohl, members;
J Edward Samek, CPA
2011
10
Miller & Associates CPAs & Advisors, LLC
2305-A S Blackman Rd, Ste 300, Springfield
65809
(417) 887-2727 • (417) 886-2884
5 11 6
6
20%
60%
20%
Tax planning, preparation & savings strategies,
financial statements, reviews & compilations,
management & business consulting, Missouri tax
credits, trust, estate & retirement planning
Bill Miller,
Crystal Adkins, members, CPAs 2012
11 (9)
Schultz, Wood & Rapp PC
3126 S Pickwick Place, Springfield 65804
(417) 865-4333 • (417) 865-4563 4 12 3
5
45%
45%
10%
Accounting, attestation, taxation, consulting, business
valuation, forensic services, estate & succession
planning, trusts
Ken Schultz, president;
Bill Wood,
Connie Rapp, shareholders
1983
12 (14)
Tucker & Co PC
636 W Republic Road, Ste B-108, Springfield
65807
(417) 881-6919 • (417) 881-6920
3 9 3
3
60%
30%
10%
Construction, manufacturing, professional services,
wholesale, retail, trusts & estates, personal & business
tax planning, payroll
Joseph Tucker,
managing partner 1987
13 (13)
Sanford, Lea & Associates
1655 S Enterprise Ave, Ste B-4, Springfield 65804
(417) 886-2220 • (417) 886-3979 3 9 2
7
80%
15%
5%
Back office support system, accounting, tax preparation &
planning, full-service payroll, audit & reviews, consulting,
investments & insurance
David Sanford,
James Lea, partners 1997
14 (12)
Preston & Nacy CPAs
1557 E Primrose St, Ste 108, Springfield 65804
(417) 882-0145 • (417) 882-3057 3 8 1
3
20%
70%
10%
Personal & business income tax, custom accounting
services Lea Ann Nacy, partner 1979
15 (11)
O'Dell, Hagan & Co LLP
1609 S Enterprise Ave, Springfield 65804
(417) 887-7912 • (417) 887-6098 2 7 2
2
40%
40%
20%
Compilation, review, personal and business tax
preparation & planning, payroll, trusts & estate tax,
QuickBooks consulting
Donald Hagan,
managing partner 1981
16 (16)
Wilson & Mee CPAs
1410 E Kearney St, Ste D, Springfield 65803
(417) 863-1500 • (417) 863-7711
2 6 1
0
30%
65%
5%
New business startup consulting, church accounting &
compliance, clergy tax preparation, QuickBooks
consulting & application hosting
Jeremiah Mee, owner 2012
17 (18)
Lisa Middlebrooks CPA
636 W Republic Road, Ste F108, Springfield 65807
(417) 799-0013 • (417) 799-0042
1 3 1
1
49%
43%
8%
Business & individual tax consulting, QuickBooks
consulting, payroll & payroll taxes, compilations Lisa Middlebrooks, owner 1998
As of Aug. 22, 2016. Ranked by number of local CPAs, then by total local staff, then by year founded locally. The previous year's rankings are in parentheses. Other professionals include accountants not yet certified, business and legal consultants, and
consultants in a firm's area of expertise. Springfield Business Journal relies on the individual businesses to be truthful and accurate in their representation of information listed. To be included in future lists, emai
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