JTaylor is proud to announce three new partners, effective January 1, 2024.
“Admitting new partners is one of the most personally rewarding things to do at the firm,” said Mike Malloy, JTaylor’s Managing Partner. “These individuals are to be commended for their stewardship of tremendous gifts and talents they personally possess. Their individual contributions are the greatest factor in making this announcement possible.”
Lindi Jacks, CPA – Partner, Tax Services
Lindi Jacks, who has been with JTaylor since 2017, provides tax planning and compliance services, with a focus on healthcare and real estate industries. She brings a drive for helping people combined with an aptitude for analytics and problem solving. According to Shannon Schumacher, Director of Tax Services, “Lindi provides exceptional client service and is a key contributor to the culture of our firm. We are proud of her achievements and excited to see her elevated to a role where she can continue to serve as a valued resource for our team and our clients.”
Julie La Pata, CPA, CM&AA – Partner, Consulting Services
Julie La Pata also joined the firm in 2017, providing consulting and valuation services with an emphasis in the healthcare industry. She has extensive expertise in transaction support and due diligence related to mergers and acquisitions. “Julie has been instrumental in the development of our financial diligence offerings. She is stellar in serving our clients and has been phenomenal in building the capabilities of the team focused on those services. I’m excited to see Julie’s influence inside and outside of our firm continue to grow.” said Malloy.
Doug Mann, CPA – Partner, Tax Services
Doug Mann came to JTaylor in 2019, bringing expertise in tax planning and compliance services for closely held businesses in a variety of industries, including real estate, healthcare, manufacturing, high-net-worth individuals, and non-profit organizations. He has a passion for finding solutions to complex tax issues. “Doug is diligent in finding the best solutions for our clients,” said Schumacher. “He is also an integral part of our tax leadership team, taking the lead in providing training for our staff. We are thrilled to see him take this next step in his career.”
JTaylor’s skilled team solves complicated issues in an uncomplicated manner, enabling the firm to grow, diversify and develop a formidable reputation for its integrity and superior strategic guidance for 25years. Today, JTaylorserves complex clients in a variety of industries, in Texas and nationwide, providing accounting, assurance, consulting, and tax compliance and advisory services. For more information about JTaylor, visit www.jtaylor.com.