Why HoganTaylor? Your Partner in Financial Excellence

As a business leader, the financial professionals you choose are pivotal in driving growth and performance. With accounting intricacies, tax complexities, and technology integration, having the right partner provides the specialized guidance and insights needed to excel in today’s landscape. HoganTaylor offers an unparalleled combination of advisory, assurance, tax, and technology services to provide the strategic partnership successful businesses require.

Since 2009, HoganTaylor has delivered the expertise expected from industry leaders along with an unexpected personal commitment to each client's success. Though over 350 strong today, we infuse that boutique level of dedication across our comprehensive portfolio.

As one of the largest firms in Oklahoma and Arkansas, HoganTaylor offers the breadth of capabilities found in national accounting practices yet we get to know each client’s unique vision to tailor world-class financial solutions. Our partners become integrated with your teams – providing not only technical insights but also the relationship-based guidance that drives transformation.

Comprehensive Advisory Services for Strategic Guidance

Our Advisory Services collaborate with you as integrated partners rather than external consultants. By embedding within your executive team, we shape financial strategies tailored to your organization’s unique vision and needs.

Forensic, Valuation & Litigation Support

HoganTaylor's Forensic, Valuation & Litigation Support team goes beyond mere numbers, providing comprehensive and unwavering support when legal matters arise. We wield rigorous analytical methods like economic damage calculations, fraud investigations, and expert witness testimony to empower you to navigate complex legal landscapes with confidence. With HoganTaylor by your side, legal challenges become opportunities to assert your position with unwavering financial clarity and expert support.

Fractional CFO

Filling the executive-level financial leadership gap doesn't require a full-time commitment. Our Fractional CFO service provides on-demand access to seasoned financial experts who seamlessly integrate into your team, delivering immediate impact. Imagine having a:

• Strategic financial architect: We partner with your leadership to craft bespoke financial plans and analysis, aligning your financial goals with your business vision.
• Data-driven decision maker: We leverage powerful analytics to extract actionable insights from your financial data, guiding your operations with informed direction.
• Trusted sounding board: Our experienced advisors are available to answer your questions, address challenges, and provide strategic guidance whenever you need it.
• Operational efficiency champion: We work alongside your team to streamline financial processes, optimize performance, and identify areas for cost-reduction.

HoganTaylor's Fractional CFO service equips you with the financial leadership talent you need to scale your business without the burden of a full-time executive position. It's your bridge to financial clarity, growth, and peace of mind.

Transaction Advisory Services

Our experience guiding successful mergers, acquisitions, capital raising, and other transactions positions us to offer world-class Transaction Advisory Services. Deep due diligence, valuation expertise, deal structuring, and integration guidance enable transactions that drive strategic growth for your organization.

Assurance Services for Financial Confidence

While Advisory Services focus on strategic planning, our Assurance Services concentrate on compliance and risk mitigation to provide complete financial stewardship. Customized auditing and examinations aligned to your business profile instill stakeholder confidence while ensuring processes and controls remain optimized.

Employee Benefit Plan Audits

Administering your Employee Benefit Plans (EBP) can be stressful, especially with increasing regulatory requirements. Third-party service providers, audits, and reporting demand more of your time and resources. HoganTaylor’s unique approach and commitment to excellent service significantly reduces the amount of time you have to spend on your EBP audit. Our dedicated team has a deep understanding of EBP plan requirements and stays abreast of current issues affecting your plan.

Lease Accounting Audits

Lease accounting is complex and its ever-changing regulations make compliance a real challenge for organizations reporting under FASB, IFRS, and GASB. That’s why HoganTaylor partners with LeaseQuery, a cloud-based lease accounting software built by accountants, to help our clients achieve mandatory compliance, identify cost-saving opportunities, and maximize the value of their leases.

Internal Audit & Risk Assurance

Through assessments of financial risks and internal controls, we provide validation of, and recommendations for, the processes impacting your performance. Testing targeted security protocols, privacy policies, and business continuity plans while identifying compliance gaps assures resilience.

Human Capital Strategies

Beyond financial measures, evaluations focused on your people, processes and technologies provide actionable insights to strengthen human capital capabilities driving your organization forward.

Tax Services Aligned to Your Needs

Complex and constantly evolving tax codes demand diligent experts. Our Tax Services team alleviates regulatory hurdles through strategies tailored to your business model and geographic footprint. Corporate tax minimization integrates with personal wealth planning for leaders and investors while incentives and credits are leveraged at state and local levels.

Corporate Tax Strategy & Compliance

Navigating income tax intricacies involves proactive planning, vigilant compliance, and a focus on minimizing obligations. Our integrated specialists help optimize payment timing, earnings repatriation, and other techniques to effectively manage tax exposure.

Private Client Wealth Planning

For executives and investors, aligning personal tax strategy with corporate tax planning is crucial. Our advisors help high-net-worth individuals implement wealth planning to mitigate exposure amid estate planning, charitable giving, retirement projections, and other areas involving tax obligations.

State & Local Tax Credits

Each state and municipality offers unique tax incentives and credits to attract business investment. Our dedicated state and local tax group helps companies maximize these opportunities through site selection guidance, tax preparatory services, and credit/incentive utilization planning specific to geographic priorities.

Technology to Enhance Financial Visibility

Antiquated systems create barriers between data, teams, and insights — hampering growth. We build intuitive solutions connecting stakeholders to information for accelerated decision-making. Robust analytics generate strategic recommendations while efficient workflows and user experiences drive adoption across your expanded platform.

Custom Software Development

After thoroughly analyzing the way your teams work, we design and develop customized software aligning workflows, data, and visualizations to meet specialized demands. HoganTaylor and Momentum3 have formalized a partnership to bring custom software, products, and digital solutions to the middle market, a market which has not historically had access to these tools. The right tools connect insights to action while leveraging automation and innovation to set your finances apart.

Wealth Management Technology

For individuals, families, and family office looking to grow and retain wealth, our platforms consolidate investment portfolio data with tax planning tools, cash flow analytics, wealth transfer kits, and other capabilities to provide a holistic view of financings. Integrated access empowers smarter decisions.

Diversity and Inclusion for Better Solutions

We’re committed to a culture of diversity and inclusion.  Advancing these two important societal issues at HoganTaylor is not only the right thing to do, it's also the smart thing to do; for our communities, our clients, and our people. 

As such, we invest in inclusion, equitable access to opportunities, and varied perspectives at all levels. Our Diversity & Inclusion Advisory Team continually assesses gaps across the firm and firm policies. More diversity fosters more creativity. By encouraging unique viewpoints, our solutions become more innovative.

The Right Partner for Financial Excellence

As discussed, HoganTaylor stands ready with advisory, assurance, tax, and technology services tailored specifically to empower your organization’s financial vision. Our integrated experts make it their mission to know your business as well as their own. Contact us to start a conversation about elevating your financial performance. The first step is a discovery call to explore your landscape and possibilities. We look forward to collaborating with you.

INFORMATIONAL PURPOSE ONLY. This content is for informational purposes only. This content does not constitute professional advice and should not be relied upon by you or any third party, including to operate or promote your business, secure financing or capital in any form, obtain any regulatory or governmental approvals, or otherwise be used in connection with procuring services or other benefits from any entity. Before making any decision or taking any action, you should consult with professional advisors.