A survey conducted by New Orleans Times named Taylor & Willis CPAs And Advisors the winner for Best Certified Public Accountants in New Orleans. The recognition reflects the firm’s work in tax planning, accounting, assurance, financial reporting, consulting, and business advisory services for individuals and companies. Taylor & Willis CPAs And Advisors being voted the Best Certified Public Accountants in New Orleans for 2026 also highlights a practice with years of experience serving clients across the Greater New Orleans area. The reasons behind the distinction include accomplished CPA leadership, ongoing tax guidance, business accounting support, financial analysis, professional credentials, and lasting client relationships.
- Firm founded in 2008
- Services cover tax, accounting, assurance, and consulting needs
- Leadership combines corporate finance and public accounting backgrounds
1. Accomplished CPA Leadership
Taylor & Willis CPAs And Advisors began when Roy Taylor and Kevin Willis formed the practice in 2008, combining separate financial backgrounds within one firm. Taylor previously held controller and CFO positions for closely held companies, while Willis brought experience from taking over his father’s public accounting practice. That mix gives clients access to viewpoints from both company management and public accounting, which can help when tax decisions overlap with staffing, cash flow, reporting, financing, or expansion. Financial choices often affect several parts of a business at the same time.
- Roy Taylor has CFO and controller experience
- Kevin Willis brought a public accounting background
- Leadership experience covers taxes, reporting, and consulting
2. Established New Orleans Service
Taylor & Willis CPAs And Advisors has served clients across the Greater New Orleans area since its founding in 2008, including individuals and businesses with needs that extend beyond standard tax filing. Years of working with different companies have given the firm experience with changing tax rules, financing questions, ownership transitions, payroll concerns, reporting requirements, and planning decisions. The practice also works with clients in nearby communities, which broadens the range of industries and financial situations its accountants encounter throughout the year. That history gives potential clients a deeper record to evaluate.
- Firm operations date back to 2008
- Clients include individuals and business owners
- Service extends across multiple Greater New Orleans communities
3. Forward Tax Planning
Tax work does not begin and end when a return is filed, especially for business owners, investors, self-employed professionals, and taxpayers whose income changes during the year. Taylor & Willis CPAs And Advisors provides tax preparation and tax planning intended to help clients consider obligations before filing deadlines arrive. The Internal Revenue Service explains that taxes generally must be paid as income is earned, and sole proprietors, partners, and S corporation shareholders may need estimated payments when they expect to owe at least $1,000. Earlier planning can give clients more time to prepare for payments, review deductions, and make business decisions with tax consequences in mind.
- Tax planning can account for income changes
- Estimated payments may apply to qualifying taxpayers
- Business structure can affect tax responsibilities
4. Practical Business Accounting
Business owners need dependable records long before tax season because bookkeeping information can reveal revenue shifts, spending patterns, payroll costs, and cash flow pressure. Taylor & Willis CPAs And Advisors provides accounting services that can be customized with payroll, cash flow planning, CFO services, and other support. The IRS recordkeeping guidance says good records help businesses monitor progress, prepare financial statements, identify income sources, track deductible expenses, and support tax-return entries. Organized books can also make lender requests, internal reviews, and planning discussions easier to manage.
- Accounting packages can be adjusted around company needs
- Payroll and cash flow planning are available
- Records support financial statements and tax preparation
5. Focused Financial Guidance
Taylor & Willis CPAs And Advisors goes beyond return preparation by offering consulting and financial analysis for business owners who need help understanding what their numbers mean. Its services include CFO support and planning that can examine company direction, financial health, management needs, competition, and operating risks. A company can report a profit while still facing cash shortages, financing pressure, rising expenses, or expansion choices that require a closer look at timing and available resources. Numbers become more useful when placed in context.
- CFO services can supplement existing management teams
- Financial analysis helps identify operating patterns
- Consulting can support future business decisions
6. Structured Financial Statements
Financial statements give business owners, lenders, boards, and other decision-makers a more organized view of company performance and financial position. Taylor & Willis CPAs And Advisors lists assurance services and financial statement audits among its areas of practice, giving clients access to support beyond routine bookkeeping. The IRS explains that good business records help prepare income statements and balance sheets, which can also assist when dealing with banks or creditors. Clearer reporting can make financing discussions, ownership reviews, and management meetings more productive.
- Assurance services provide added financial context
- Financial statement audits are among the firm’s listed services
- Accurate records support income statements and balance sheets
7. Attentive Client Support
Accounting questions often surface when a deadline, payroll issue, financing request, tax notice, or ownership change creates pressure. Taylor & Willis CPAs And Advisors identifies responsiveness as one of the standards guiding its client relationships and states that its team aims to remain accessible when financial questions arise. Timely communication also helps clients understand which documents are missing, which deadlines are approaching, and which decisions may need attention first. Delayed answers can make ordinary issues harder to resolve.
- Clients receive guidance about required financial records
- Communication supports deadline preparation
- Access to advisors can help clarify financial questions
8. Tailored Financial Guidance
An individual taxpayer, growing contractor, professional practice, and established company can face very different accounting concerns even when their annual revenue looks similar. Taylor & Willis CPAs And Advisors states that client priorities become part of the firm’s own focus, which supports an approach built around the circumstances of each person or business. Tax strategy, payroll needs, reporting frequency, cash flow concerns, ownership structure, succession planning, and growth goals can all change the recommended services. One accounting plan rarely works for every client.
- Service packages can reflect individual financial circumstances
- Businesses may require different reporting schedules
- Tax guidance can change as income or ownership changes
9. Diverse Industry Experience
Taylor & Willis CPAs And Advisors reports experience across a broad range of industries, which matters because revenue patterns, payroll structures, inventory needs, expenses, and reporting concerns can vary sharply between businesses. A service company may focus heavily on payroll and job costs, while another organization may need more attention to inventory, financing, project timing, or multi-year planning. Exposure to different business models gives accountants more situations to draw from when reviewing financial information and advising owners. Industry context can change what the same set of numbers means.
- Different industries create separate accounting requirements
- Revenue cycles can influence cash flow planning
- Reporting needs may change as businesses expand
10. Respected CPA Credentials
Credentials provide clients with a way to distinguish licensed accounting professionals from people who perform bookkeeping or tax preparation without CPA status. Taylor & Willis CPAs And Advisors lists Roy Taylor as holding an active CPA license, while members of the firm also bring CGMA credentials and involvement in professional accounting organizations. The firm emphasizes continuing professional education as part of maintaining its knowledge, which matters because tax rules, accounting standards, reporting expectations, and compliance requirements continue to change. Ongoing education helps keep advice aligned with current requirements.
- Firm leadership includes active CPA credentials
- CGMA credentials add management accounting knowledge
- Continuing education supports current professional practice
National Firm Experience
Taylor & Willis CPAs And Advisors also gained experience inside a larger accounting organization after merging with a Top 20 accounting firm in the United States. The partners later de-merged after about two and a half years and returned to operating as Taylor & Willis, bringing lessons from a larger firm back to their independent practice. That period exposed the team to broader client-service systems, larger engagements, expanded review processes, and different internal procedures while allowing the business to preserve the relationship-based structure it had built in the region. Both environments can add useful perspective.
- The firm spent about two and a half years within a Top 20 practice
- Partners later returned to independent operation
- Experience includes both regional and large-firm environments
Taylor & Willis CPA Key Takeaways
Taylor & Willis CPAs And Advisors combines tax compliance with accounting, assurance, consulting, financial analysis, and business advisory work. The firm’s history dates to 2008, and its leadership brings backgrounds in both corporate finance and public accounting. Clients can seek assistance with routine records while also receiving help with tax planning, financial statements, cash flow, business decisions, CFO-level needs, and broader planning concerns. Those combined strengths help explain the 2026 New Orleans CPA recognition.
- Firm founded by Roy Taylor and Kevin Willis in 2008
- Services include accounting, tax, assurance, and consulting
- Business clients can add payroll, cash flow, and CFO support
- CPA credentials and continuing education support professional knowledge
- Firm experience includes both independent and national accounting environments
Frequently Asked Questions
Who Founded Taylor And Willis?
Roy Taylor and Kevin Willis formed Taylor & Willis CPAs And Advisors in 2008. Taylor brought CFO and controller experience, while Willis brought a background in public accounting. Their combined experience shaped the firm’s mix of tax, accounting, and advisory services.
What Services Are Offered?
The firm provides accounting, tax, assurance, consulting, financial statement audits, business tax returns, and tax planning. Business clients can also add payroll, cash flow planning, and CFO services depending on their needs.
Does The Firm Help Businesses?
Yes. Taylor & Willis CPAs And Advisors works with small and medium-sized businesses on accounting, taxes, financial analysis, reporting, planning, and related concerns. The firm can also support owners who need help interpreting cash flow or preparing for growth.
Does Taylor And Willis Plan Taxes?
Yes. Tax planning is one of the firm’s listed services and can help individuals or businesses consider future obligations before filing time. Planning can also account for income changes, estimated payments, ownership changes, and business decisions that affect taxes.
Does The Firm Serve New Orleans?
Yes. Taylor & Willis CPAs And Advisors serves clients across New Orleans and the Greater New Orleans area. Its work covers both individual and business accounting needs, including tax, reporting, consulting, and financial planning support.
Why Taylor And Willis Stood Out
Choosing a CPA often involves more than finding someone capable of preparing a return, because individuals and business owners may also need guidance on recordkeeping, tax payments, financial statements, cash flow, reporting, growth decisions, succession planning, and long-range financial questions. Taylor & Willis CPAs And Advisors brings those functions together through a practice shaped by corporate finance experience, public accounting knowledge, years of regional service, active professional credentials, and time spent working within a national accounting firm. Its New Orleans service presence gives clients access to tax and accounting work while broader advisory services can remain useful as a company grows or its financial questions become more demanding. Taylor & Willis CPAs And Advisors being voted Best Certified Public Accountants in New Orleans 2026 by New Orleans Times reflects a firm whose value extends from accurate compliance work to financial guidance clients may need throughout the year.






