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28
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SBJ.NETFEB. 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
BKD.com135
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
KPMWealthAdvisors.com64
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
ERCPA.com22
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
AbacusCPAs.com19
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
WhitlockCo.com16
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
RMMC-CPA.com15
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
BRSCPA.biz12
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
DuckettLadd.com8
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
BHSAdvisors.com7
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
MillerCPAAdvisors.com5
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
SWRPCCPA.com4
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
TuckerCPAs.com3
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
ADifferentCPA.com3
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
PrestonAndNacy.com3
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
OdellHaganCPA.com2
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
WilsonMee.com2
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
l srozean@sbj.net.© Copyright 2016 SBJ. All rights reserved.
This material may not be republished, rebroadcast, rewritten or redistributed.
Researched by
Zach Smith