Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Wilson Haag is dedicated to helping clients achieve their financial and operational objectives through personalized, long-term relationships. With over 45 years of combined experience from our certified professionals, our firm specializes in audits, reviews, tax preparation, payroll services, and business consulting. We prioritize client trust by eliminating conflicts and hierarchies typical of larger firms, ensuring responsive service, swift issue resolution, and tailored solutions.Our expertise spans agri-business, petroleum, nonprofit, and small business sectors, supported by advanced accounting technologies. We maintain rigorous compliance with AICPA and state society standards, including peer-reviewed audit quality assurance. By focusing on regional markets in Texas, Kansas, Colorado, Oklahoma, and New Mexico, we combine national expertise with local market insights to deliver affordable, professional, one-of-a-kind service experiences.
Services
Audits Reviews Compilations
Accounting
Payroll Services
Tax Preparation
Tax Planning
Business Consulting
QuickBooks Services
Non-Profit Organizations
Succession Planning
Details
- Year established: 1975
Highlights and features
- We offer over 45 years of experience in accounting and consulting.
- Our team provides personalized service without conflicts found in larger firms.
- We specialize in audits, tax planning, and small business accounting solutions.
- Our professionals hold CPA certifications and advanced industry expertise.
- We operate with transparency and no hidden fees.
Associations and certifications
- AICPA
- Texas Society of Certified Public Accountants (TSCPA)
- Panhandle Chapter of TSCPA
- AICPA Center for Audit Quality
Services
Audits, Reviews, and Compilations
Our audit services provide the highest assurance level through internal control reviews, transaction testing, and third-party verification. We satisfy banking covenants, detect fraud, and ensure GAAP compliance. Our reports offer stakeholders confidence in your financial statements for regulatory or transactional purposes.
Payroll Services
We handle full payroll processing with tax filing, direct deposits, and regulatory reporting. Options include comprehensive, after-the-fact, or online processing to suit business needs while ensuring compliance with evolving tax laws.
Tax Preparation
We prepare accurate individual and business tax returns with electronic filing for faster refunds. Our services include Schedule C preparation, bookkeeping cleanup, and guidance to maximize deductions while avoiding IRS penalties.
Tax Planning
Our proactive tax planning identifies strategies to reduce liabilities through income deferral, deduction optimization, and entity structuring. We provide year-round advice to minimize taxes on income, estates, and investments.
Business Consulting
We advise on business formation, succession planning, and financial strategy. Services include controller support, QuickBooks setup, and industry-specific solutions for agri-business, petroleum, and nonprofit organizations.
People
Jeff Jackson
CPA
Specializing in agri-business audits and individual tax planning with 35+ years of experience. Bachelor of Business Administration from Midwestern State University (1979). AICPA and TSCPA member.
Krista Bivens
CPA
Tax planning expert for individuals, trusts, and small businesses. Graduated from West Texas A&M University (1995). Active member of KSCPA and TSCPA with 25+ years in public accounting.
Truitt Hayes
CPA
Auditing specialist for petroleum, manufacturing, and agri-business sectors. Holds a Master of Professional Accounting from West Texas A&M University (2005). Provides contract CFO services with deep industry expertise.
Jessie Rodriguez
CPA
Specializes in nonprofit audits and tax compliance. Master of Professional Accounting from West Texas A&M University (2008). Serves diverse industries including manufacturing and petroleum with tailored financial strategies.
Christi C. Clark
CPA
IRS representation specialist with expertise in tax notices and collections. Bachelor of Business Administration in Accounting & Finance from Hardin-Simmons University (1994). Resolves complex compliance issues for individuals and businesses.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, small business accounting, financial statement preparation, and general ledger maintenance tailored to your business needs.
How do you handle payroll processing?
We offer comprehensive, after-the-fact, and online payroll solutions with tax filing, W-2/1099 processing, and custom reporting included.
What tax planning strategies are available?
Our strategies include income deferral, deduction maximization, estate tax reduction, and structuring to minimize liabilities while ensuring compliance.
How can I schedule a consultation?
Complete our online form or call (806) 372-3331 (Amarillo) or (913) 535-9992 (Overland Park) for a free 30-minute consultation.
Do you serve businesses outside Texas and Kansas?
Yes, we serve clients in Oklahoma, Colorado, New Mexico, and nationwide through virtual collaborations and local expertise.
What sets Wilson Haag apart from other firms?
We combine national firm expertise with personalized service, avoiding conflicts found in larger firms through local, responsive teams.
