Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Amarillo & Overland Park
Wilson Haag has been dedicated to helping clients achieve financial and operational objectives since 1975. Our mission centers on understanding clients' unique situations to build long-term relationships while delivering comprehensive accounting, tax, and consulting services. We operate without the hierarchical constraints of larger firms, ensuring responsive service, swift issue resolution, and tailored adaptation to evolving financial needs. Our team combines national firm expertise with personalized attention, serving clients across diverse industries from small businesses to multi-million-dollar enterprises.We maintain rigorous professional standards through memberships in the AICPA, TSCPA, and participation in the AICPA Center for Audit Quality peer review process. Our commitment extends beyond technical excellence to fostering trust, transparency, and a family-oriented approach to client relationships.
Services
Audits
Tax Preparation
Payroll Services
Business Consulting
Financial Statements
Details
- Year established: 1975
Highlights and features
- We offer 50+ years of combined experience in accounting and tax services
- Our team provides personalized service without hierarchical constraints
- We deliver comprehensive solutions from audits to tax planning
- Our professionals maintain active memberships in top accounting institutes
- We combine national firm expertise with local market understanding
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Texas Society of Certified Public Accountants (TSCPA)
- AICPA Center for Audit Quality
Services
Audits
Our audit services provide the highest level of assurance through comprehensive examination of financial statements. We verify information through internal control reviews, transaction testing, and third-party communication. Clients receive detailed reports confirming financial accuracy and compliance with banking covenants while maintaining transparency in all findings.
Tax Preparation
We handle complex tax preparation for individuals and businesses, ensuring compliance while maximizing deductions. Our services include electronic filing, payroll withholding optimization, and year-round tax strategy consultations to minimize liabilities and prevent IRS issues.
Payroll Services
Our comprehensive payroll solutions include check preparation, tax reporting, and regulatory compliance. We offer three service tiers including full-service payroll, after-the-fact processing, and online systems with integrated tax deposit management and detailed employee benefit tracking.
Business Consulting
We provide strategic business consulting covering financial planning, succession strategies, and operational efficiency. Our services help clients optimize business structures, implement effective accounting systems, and develop growth strategies tailored to their industry-specific needs.
Tax Planning
Our proactive tax planning identifies year-round strategies to minimize tax liabilities. We specialize in income deferral techniques, entity structuring, and compliance with evolving tax codes to help businesses and individuals retain more of their earnings legally.
People
Jeff Jackson
CPA
Specializing in financial statement auditing and tax planning for agri-businesses, Jeff brings 40+ years of experience. He graduated from Midwestern State University in 1979 and maintains active AICPA and TSCPA memberships.
Krista Bivens
CPA
Krista focuses on individual and small business tax planning with expertise in estate taxation. She earned her degree from West Texas A&M University in 1995 and holds memberships in multiple state CPA societies.
Truitt Hayes
CPA
Truitt specializes in petroleum and manufacturing industry audits, tax planning, and contract CFO services. He holds dual degrees from West Texas A&M University and maintains active AICPA and TSCPA affiliations.
Brandi Zumbrun
CPA
Brandi focuses on individual tax planning and IRS compliance issues. With a degree from Eastern New Mexico University, she maintains certifications across multiple states and specializes in resolving tax notices.
Jessie Rodriguez
CPA
Jessie provides auditing and tax services for nonprofits and manufacturing businesses. A West Texas A&M graduate, she combines technical expertise with industry-specific knowledge to support organizational financial health.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bookkeeping, financial statements, payroll processing, and tax compliance services tailored to your specific needs.
Do you handle both business and personal tax preparation?
Yes, we offer comprehensive tax preparation services for both businesses and individuals, including complex tax situations and IRS representation.
What areas do you serve?
We primarily serve Amarillo, TX and Overland Park, KS with clients throughout Texas, Kansas, Oklahoma, Colorado, and New Mexico.
How can you help with tax planning throughout the year?
Our proactive tax planning identifies year-round strategies to minimize liabilities through income deferral, entity structuring, and compliance with current tax codes.
What sets Wilson Haag apart from other accounting firms?
We combine national firm expertise with personalized service, operating without hierarchical constraints to provide responsive, tailored financial solutions.
Do you offer free consultations?
Yes, we provide free initial consultations for our accounting and tax services to help you understand how we can meet your specific needs.
