JTaylor Company Profile

Background

Founded in 1999, JTaylor is a client-centric Certified Public Accounting (CPA) firm headquartered in Fort Worth, Texas. The firm specializes in tax services and business consulting, aiming to simplify complex issues while maintaining integrity and offering strategic guidance. JTaylor serves a diverse range of industries, providing comprehensive accounting, assurance, consulting, and tax services tailored to address the challenges of today’s intricate business landscape.

Key Strategic Focus

JTaylor's strategic focus encompasses:

Core Objectives: Delivering tailored solutions that combine quantitative analysis with human insight to empower clients toward success.

Areas of Specialization:

Accounting

Assurance

Tax Services

Healthcare Consulting

Business Consulting

Key Technologies Utilized: The firm employs advanced analytical tools and methodologies to provide accurate and insightful financial guidance.

Primary Markets Targeted: JTaylor serves a broad spectrum of industries, including:

Manufacturing

Distribution

Retail

Agribusiness

Dealerships

Factoring

Financial Services

Healthcare

Hospitality and Leisure

Private Equity

Real Estate

Transportation and Logistics

Technology

Financials and Funding

Revenue: As of December 2024, JTaylor's annual revenue reached approximately $15 million.

Funding History: In April 2020, JTaylor secured a Paycheck Protection Program (PPP) loan amounting to $1.25 million to support operations during the COVID-19 pandemic.

Leadership Team

Michael Malloy: Managing Partner & President

Courtney McKay: Founding Member, Partner & Director of Research & Quality

Jan Neal: Partner & Director of Assurance Services

Kyle Kirkpatrick: Partner & Director of Consulting Services

Shannon Schumacher: Partner & Director of Tax Services

Leadership Changes

Connor Wanhanen: Promoted to Partner in the Consulting Services division, effective January 1, 2025. Wanhanen joined JTaylor in 2018 and has been instrumental in the growth of the Consulting Division, particularly in the healthcare sector.

Competitor Profile

Market Insights and Dynamics

The accounting and consulting industry is characterized by a competitive landscape with firms offering a range of services from tax advisory to business consulting. The market is driven by the need for specialized financial guidance across various industries.

Competitor Analysis

Key competitors include:

Whitley Penn: A Fort Worth-based firm offering similar services in accounting and consulting.

Wipfli: A Milwaukee-based firm providing comprehensive financial services.

HORNE: A Ridgeland-based firm specializing in accounting and advisory services.

Pershing Yoakley & Associates: A Knoxville-based firm focusing on healthcare consulting.

Healthcare Appraisers: A Boca Raton-based firm specializing in healthcare valuation services.

Strategic Collaborations and Partnerships

JTaylor has established significant collaborations to enhance its market position and innovation capacity. Notably, the firm has a longstanding relationship with a large Houston-based company that provided substantial support during its formative years, contributing to its early success.