Springfield Business Journal_2020-09-28

AREA'S LARGEST CPA FIRMS Rank Name Address Telephone • Website Email CPAs Partners Total Staff (Local) Clients Served Locally Local Revenue 2019 Services Accounting & Auditng Taxes Consulting Specialties Top Local Executive(s), Title(s) Year Founded Locally 1 (1) BKD LLP 910 St Louis St, Ste 200, Springfield 65806 417-865-8701 • BKD.com 151 31 495 WND $57,000,000 41% 29% 30% Wealth planning, financial institutions, health care, manufacturing, real estate, construction, nonprofits, government, forensic & litigation support, technologies, accounting outsourcing Gary Schafer, managing partner 1948 2 (2) KPM CPAS PC 1445 E Republic Road, Springfield 65804 417-882-4300 • KPMCPA.com info@kpmcpa.com 46 10 96 WND $16,349,556 47% 32% 21% Accounting outsourcing, auditing, tax preparation, management consulting, employee benefit plan services, IT consulting, business valuations, payroll processing, wealth planning Randall Moots, managing shareholder 1966 3 (3) ELLIOTT, ROBINSON & CO LLP 2305 S Blackman Road, Ste D, Springfield 65809 417-887-0585 • ERCPA.com lbebee@ercpa.com 23 7 46 3,300 $6,000,000 48% 37% 15% Trust & estate planning, business valuations, historical tax credits, cost segregation, audits, forensics Bob Helm, managing partner 1973 4 (4) ABACUS CPAS LLC 1835 E Republic Road, Ste 200, Springfield 65804 417-823-7171 • AbacusCPAs.com abattaglia@abacuscpas.com 20 2 88 5,000 WND 45% 35% 20% Business consulting & valuation, nonprofits, payroll, transportation, audits, individual accounting, corporate tax planning, insurance agencies, manufacturing, medical offices, owner/operator franchises, strategic planning Bill Dunton, managing partner; John Helms, partner 1998 5 (5) ROBERTS, MCKENZIE, MANGAN & CUMMINGS PC 4035 S Fremont Ave, Springfield 65804 417-883-5348 • RMMC-CPA.com pam@rmmc-cpa.com 15 6 27 2,900 WND 40% 50% 10% Auditing, individual, business & estate taxes, management services, payroll processing, forensic services, accounting & financial statements, controller/chief financial officer Patrice Moore, administrative shareholder 1978 6 (6) THE WHITLOCK CO 3271 E Battlefield Road, Ste 300, Springfield 65804 417-881-0145 • WhitlockCo.com dmyers@whitlockco.com 14 8 31 WND WND 45% 45% 10% Outsourced accounting, audit, tax & estate planning, community banking, real estate, consulting, higher education Joe Page, managing partner 1985 7 (8) BRS CPAS & ADVISORS 3854 South Ave, Springfield 65807 417-877-0505 • BRSCPA.biz greg@brscpa.biz 9 4 22 2,431 WND 43% 52% 5% Business advisory services, accounting, tax & auditing, financial institutions, nonprofits, retiree & high net-worth taxes, payroll, internal audit, 401(k) audit, QuickBooks advisory services, outsource CFO, family office services Greg Bush, managing shareholder 2002 8 (7) DUCKETT LADD LLP 4022 S Lone Pine Ave, Ste 240, Springfield 65804 417-883-6590 • DuckettLadd.com info@duckettladd.com 7 3 20 WND WND 40% 20% 40% Outsourced accounting, advisory & consulting for service-based businesses, audit & attestation services Ryan Hatch, William Ladd & Jared Duckett, partners 2015 9 (12) MILLER & ASSOCIATES CPAS AND ADVISORS LLC 2305-A S Blackman Road, Ste 300, Springfield 65809 417-887-2727 • MillerCPAAdvisors.com 7 5 15 1,500 $1,994,000 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 2014 10 (10) BOHL, HOUSE & SAMEK CPAS 1900 S Ventura Ave, Springfield 65804 417-882-2500 • BHSAdvisors.com ehouse@bhsadvisors.com 7 3 10 2,000 $1,257,000 15% 80% 5% Business & individual, trust & estate, accounting & auditing, tax consulting & return preparation, payroll Edward House & Ryan Bohl, partners; J Edward Samek, member 2011 11 (11) HAGAN, TUCKER, SCHMITT & GINTZ LLC 1609 S Enterprise Ave, Springfield 65804 417-881-6919 • HTSGCPA.com taxinfo@htsgcpa.com 6 4 20 WND WND 50% 40% 10% Construction, real estate, manufacturing, transportation, professional services, wholesale, retail, trust & estates, personal & business tax, tax planning, payroll & outsourced accounting Donald Hagan, managing partner 2016 12 (9) MCCULLOUGH AND ASSOCIATES LLC 820 E Primrose St, Springfield 65807 417-883-1212 • MCA-CPA.net info@mca-cpa.net 6 1 15 WND WND 40% 40% 20% Business & individual tax planning & preparation, business consulting, accounting services, payroll processing Terry McCullough, managing partner; Diane Smith, manager 1992 13 THE CPA GROUP PC 217 4th St, Monett 65708 417-235-3650 • CPA2Web.com info@cpa2web.com 6 4 14 1,800 $2,475,000 30% 68% 2% Individual & business tax preparation & consulting, outsource payroll & accounting, small local government & school audits, financial statement reviews & compilations Kurt Krueger, administrative partner 1997 14 (13) COMPERE ROBINETTE CPAS 761 N 20th St, Ozark 65721 417-581-4100 • CRCFirm.com info@compereandrobinette.com 4 3 11 1,500 WND 40% 40% 20% Tax planning & preparation, small-business cloud accounting, payroll outsourcing, year-round consulting & CFO support Ben Zachary, Kevin Yount & Gary Wood, partners 1988 15 SANDERS, MYERS & BLACKWELL CPAS LLP 909 E Republic Road, Ste F-200, Springfield 65807 417-408-8822 • SMB-CPAS.com info@smb-cpas.com 4 3 10 600 WND 30% 60% 10% Individual & business income tax preparation, monthly accounting services, low income & historic tax credits consulting, various audit services Jacob Sanders, managing partner 2019 16 (15) BELL CPA LLC 805 W Battlefield Road, Springfield 65807 417-882-0752 • BellCPASpringfield.com general@bellcpaspringfield.com 1 1 7 1,012 $462,879 51% 48% 1% Taxation, business valuation, bookkeeping David Bell, managing partner 2015 17 (14) STONE FINANCIAL AND TAX CENTER LLC 3315 E Ridgeview St, Ste 2000, Springfield 65804 417-882-0145 • StoneFinancialCPA.com sgf@stonefinancialcpa.com 1 1 6 WND WND 25% 50% 25% Personal & business income tax, custom accounting services, financial advisory Scott Stone, president 2016 18 (16) SMILLIE & JACKSON CPAS LLC 1368 E Kingsley St, Ste C, Springfield 65804 417-889-0202 • SmillieJacksonCPA.com info@smilliejacksoncpa.com 1 1 4 350 WND 60% 30% 10% Outsourced accounting, payroll, QuickBooks, compilation, review, tax preparation, tax planning Katie Aton-Jackson, owner 2010 Ranked by number of local CPAs, then by total local staff. The previous year's rankings are in parenthesis. SBJ relies on individual businesses to be truthful and accurate in their representation of the information listed. To be considered for future lists, email lists@sbj.net . WND: Would not disclose. Researched by Karen Bliss © Copyright 2020 SBJ. All rights reserved. This material may not be republished, rebroadcast, rewritten or redistributed. SPRINGFIELD BUSINESS JOURNAL · 11 SEPT. 28-OCT. 4, 2020 TAX & FINANCIAL PLANNING