Integrated Company and Competitor Profiling Report

Wilson Haag, PLLC

Company Overview

Wilson Haag, PLLC is a dedicated business consulting and accounting firm with locations in Amarillo, Texas, and Overland Park, Kansas. Established in 1982, the firm is renowned for its expertise in providing comprehensive financial solutions, including tax planning, bookkeeping, payroll management, financial statement auditing, succession planning, new business formation assistance, and QuickBooks consultations.

• Website: [wilsonhaag.com](https://wilsonhaag.com/)

• Industry: Accounting

• Revenue: Less than $5 million

• Size: 11-50 employees

Locations

• Amarillo Office:

• Address: 418 S. Polk Street, Suite 200, Amarillo, TX 79101

• Phone: 806.372.3331

• Fax: 806.372.3355

• Overland Park Office:

• Address: 6711 W 121st St, Suite 101, Overland Park, KS 66209

• Phone: 913.535.9992

• Fax: 913.549.3532

Leadership and Key Personnel

Jeff Jackson, CPA

• Role: Managing Partner

• Specializations: Auditing with a focus on agri-business and income tax planning for individuals and small businesses

• Affiliations: AICPA, TSCPA

• Education: BBA, Midwestern State University

Krista Bivens, CPA

• Role: Tax Partner

• Specializations: Income tax planning for individuals, small businesses, trusts, and estates

• Affiliations: AICPA, KSCPA, Metro Chapter of KSCPA

• Education: BBA, West Texas A&M University

Truitt Hayes, CPA

• Role: Audit Partner

• Specializations: Auditing in petroleum, manufacturing, agri-business, and contract CFO services

• Affiliations: AICPA, TSCPA

• Education: Masters of Professional Accounting, West Texas A&M University

Brandi Zumbrun, CPA

• Role: Tax Partner

• Specializations: Income tax planning and IRS collection assistance

• Affiliations: AICPA, TSCPA, New Mexico Public Accountancy Board

• Education: BBA, Eastern New Mexico University

Jessie Rodriguez, CPA

• Role: Audit Manager

• Specializations: Auditing in petroleum, manufacturing, nonprofits, and contract CFO services

• Affiliations: AICPA, TSCPA

• Education: Masters of Professional Accounting, West Texas A&M University

Market Position and Competitiveness

Wilson Haag, PLLC holds a notable position in the Amarillo accounting community. Despite being a relatively small organization, it is well-recognized for its personalized service and responsiveness, boasting a customer satisfaction rating of 4.7 out of 5. Their pricing strategy, with services generally ranging from $200-$300, presents a strong value proposition. The firm's professional affiliations enhance their credibility and trustworthiness in the industry.

Key Services and Specialties

• Tax preparation and planning

• Personal financial and estate planning

• Payroll and part-time controller services

• Nonprofit organization consulting

• Comprehensive audits, reviews, and compilations

• New business formation guidance

• QuickBooks services

Geographic Reach

Wilson Haag, PLLC efficiently serves clients across a significant geographical area encompassing the Texas Panhandle and nearby regions of Oklahoma, Kansas, Colorado, and New Mexico, offering dedicated services through experienced accounting professionals at their offices in Amarillo and Overland Park.

Competitive Landscape

Wilson Haag competes with several national and local firms, including Alston & Bird, McGuireWoods LLP, Baker Tilly US, and Reed Smith LLP. Local competitors in Amarillo include Kruckeberg & Company, LLC and Selena Fogg CPA, both of which offer similar accounting and consulting services with their unique strengths.

By offering a breadth of tailored services with a focus on cultivating enduring client relationships, Wilson Haag, PLLC maintains a competitive edge in the accounting industry. Their robust service offerings, competitive pricing, and high customer satisfaction solidify their reputation as a reputable service provider in their operational regions.