Overview
HoganTaylor LLP is a leading business advisory and public accounting firm, primarily located in Oklahoma and Arkansas. Renowned for its comprehensive range of services, HoganTaylor offers business advisory, tax, accounting, assurance, technology, and wealth management solutions. It is among the largest firms in its regional markets and ranks as one of the top 100 firms in the U.S. HoganTaylor operates out of locations in Tulsa, Oklahoma City, Fayetteville, and Little Rock.
Leadership and Key Personnel
- Randy Nail: As Chief Executive Officer, Randy Nail has spent 15 years at HoganTaylor. Recognized in Forbes' Top 200 CPAs list, Nail is an influential figure in both the academic and professional communities, having delivered the commencement address at East Central University.
- Aaron Ackerman, CPA, CGMA: Advisory Partner known for his dedication to tailored accounting services.
- Steven Booth, CPA, CGMA: Assurance Partner with over 25 years of experience with private and public entities.
- Lindsey Callery, CPA: Tax Partner and recipient of the "40 Under 40" accolade for significant contributions to tax planning and consulting.
- Clay Glasgow, CPA, ABV, CFF, CFE: Practice leader for Forensic, Valuation, and Litigation Services, bringing over 15 years of experience.
Services
HoganTaylor offers diverse services tailored to various client needs:
- Advisory Services: Forensic, valuation, and litigation support, as well as outsourced CFO and transaction advisory services.
- Assurance Services: Including audits, reviews, and risk assurance to ensure client confidence.
- Tax Services: Comprehensive offerings in compliance, estate planning, and state and local taxation.
- Technology Services: Providing custom software solutions and strategic technology leverage.
- Wealth Management: Focused on enhancing retirement preparation and optimizing corporate benefits.
Industries Served
The firm showcases broad expertise across industries such as construction, energy, financial institutions, manufacturing & distribution, and nonprofits, serving primarily investment funds and employee benefit plans.
Strategic Direction and Community Engagement
HoganTaylor is committed to community engagement via its foundation, which granted over $100,000 last year to nonprofits in its regional markets. Its strategic partnership with PrimeGlobal augments its international service capacity, bringing a wealth of expertise and extending its geographical reach.
Recent Developments
Expanding its growth strategy, HoganTaylor merged with the Talent Acquisition Group to enhance talent services. The firm also introduced myPortal, a technology to streamline intricate financial project management.
Competitor Profiling for HoganTaylor
Key Competitors
HoganTaylor faces competition from several established firms in the industry, including:
- Andersen: Offers a wide array of services in tax, valuation, and financial advisory. It boasts a significant global presence with over 2,000 personnel in the U.S.
- Daniels + Tansey: Specializes in financial advisory and tax services. With its acquisition by Creative Planning, the firm has bolstered its market position.
- Kaufman Rossin Fund Services: Known for fund administration, it offers accounting, wealth management, and insurance services.
Additional competitors include Frazier & Deeter, Thomas Judy and Tucker, Perkins, and Williams-Keepers. Each firm competes in the broader financial services industry through a spectrum of tax, audit, advisory, and consulting services.
Strategic Competitor Insights
Andersen
- Services: Distinguished by a comprehensive service offering across tax, valuation, and financial advisory.
- Global Reach: Operating under Andersen Global, it spans over 170 countries with more than 18,000 professionals.
Kaufman Rossin
- Services: Offers fund administration with additional focuses on portfolio accounting and treasury services.
- Positioning: Known for customer-centric services, maintaining strong market positions.
Frazier & Deeter
- Leadership: Recognized as one of the Top 50 U.S. firms with a respected tax practice.
- Growth: Notable growth with expansions into key U.S. markets like Atlanta and Las Vegas.
Conclusion
HoganTaylor navigates a competitive landscape with these firms, each leveraging unique services and strategies. Understanding their strengths and strategies is central to HoganTaylor’s competitive positioning and strategic business initiatives.
