A 2026 survey conducted by The Louisiana Times named Taylor & Willis CPAs And Advisors the winner for Best Customer Service for Accounting in Southeast Louisiana. The recognition reflects how the firm combines tax, accounting, assurance, consulting, and financial guidance with responsive communication and client-centered support. Taylor & Willis CPAs And Advisors being voted best for accounting customer service in 2026 also highlights a practice that has served individuals and businesses since 2008. The reasons behind the honor include accessible CPA guidance, customized financial services, year-round tax planning, deadline support, business advice, and relationships that often continue as clients’ needs change.
- Firm history dates to 2008
- Services include accounting, tax, assurance, and consulting
- Client relationships remain central to the firm’s stated approach
1. Responsive Client Communication
Accounting questions can become stressful when they involve a tax deadline, payroll issue, financing request, or unexpected notice, so access to an accountant matters. Taylor & Willis CPAs And Advisors states that responsiveness is one of the standards placed at the forefront of its work, while its website also emphasizes clear communication and accessibility. Quick answers can help clients determine which records are needed and what deserves attention first. That responsiveness gives people direction when financial questions cannot wait.
- Clients receive guidance on required records
- Communication can clarify approaching deadlines
- Advisors remain available for financial questions
2. Clear Financial Explanations
Financial statements, tax rules, and accounting terminology can be difficult to interpret for someone focused on running a household or company. Taylor & Willis CPAs And Advisors describes its role as helping clients understand financial information so they can make informed decisions rather than simply receiving numbers without context. The firm’s assurance services, for example, are presented as a way to give clients facts and analysis that support decision-making. Clear explanations make complicated information easier to act on.
- Financial findings are placed into practical context
- Clients can ask questions about unfamiliar accounting terms
- Reporting information can support business decisions
3. Personalized Accounting Support
An individual taxpayer, contractor, medical practice, retailer, and growing service business can require very different accounting assistance. Taylor & Willis CPAs And Advisors states that client priorities become its own, which supports a service approach based on the client’s circumstances instead of one fixed package. Accounting services can be customized by adding payroll, cash flow planning, CFO support, or other services as needs develop. That flexibility can keep clients from paying for work that does not fit their situation.
- Accounting packages can be adjusted by business need
- Payroll support can be added when required
- CFO services are available for deeper financial guidance
4. Year Round Tax Guidance
Tax planning can be more useful when it happens before filing season rather than after every financial decision has already been made. Taylor & Willis CPAs And Advisors provides tax planning and business tax services intended to help clients consider future obligations while there is still time to prepare. The Internal Revenue Service states that sole proprietors, partners, and S corporation shareholders generally may need estimated payments when they expect to owe $1,000 or more, while corporations generally face a $500 threshold. Planning ahead can reduce unpleasant cash surprises.
- Estimated tax needs can be reviewed during the year
- Income changes may alter projected tax payments
- Business decisions can carry future tax consequences
5. Business Owner Support
Business owners often need far more than a completed tax return because payroll, cash flow, bookkeeping, reporting, and financing decisions continue throughout the year. Taylor & Willis CPAs And Advisors offers accounting services, financial analysis, consulting, cash flow planning, and CFO support that can work alongside tax preparation. The IRS explains that good records help a business monitor progress, prepare financial statements, identify income sources, track deductible expenses, and support tax returns. Organized information gives an owner a clearer picture of what is happening inside the company.
- Accounting records can support management decisions
- Cash flow planning helps track available resources
- CFO assistance can supplement an existing leadership team
6. Experienced CPA Guidance
Taylor & Willis CPAs And Advisors was founded in 2008 when Roy Taylor and Kevin Willis combined backgrounds that approached accounting from different directions. Taylor had worked as a CFO and controller for closely held companies, while Willis brought public accounting experience involving tax, consulting, auditing, litigation support, and financial services. That mix can be useful when a client’s tax issue is connected to operations, reporting, ownership, or management decisions. Experience from both sides of the desk matters.
- Roy Taylor brings CFO and controller experience
- Kevin Willis has worked in public accounting since 1991
- Leadership experience includes tax, consulting, and financial analysis
7. Deadline Focused Service
Missed tax or payroll deadlines can create penalties and administrative headaches, so organized preparation is part of good accounting service. Taylor & Willis CPAs And Advisors helps clients understand which records must be gathered and when financial information is needed for upcoming work. The IRS notes that businesses with employment tax obligations should retain related records for at least four years, giving owners another reason to maintain an organized recordkeeping system. Deadlines become easier to manage when documents are already in order.
- Document preparation can begin before filing deadlines
- Employment tax records require extended retention
- Organized books reduce last-minute record searches
8. Practical Business Advice
Accounting numbers become more useful when someone can explain how they relate to cash flow, expenses, financing, competition, and future plans. Taylor & Willis CPAs And Advisors provides consulting services that examine company direction, products, management, financial health, and business risks rather than looking only at tax compliance. Its advisory work can help owners compare choices before committing money or changing operations. Good financial guidance should lead to better questions, not simply more spreadsheets.
- Consulting can examine company direction
- Financial analysis can reveal operating patterns
- Planning can support financing and growth decisions
9. Long Term Client Relationships
Taylor & Willis CPAs And Advisors says the growth of its practice has come from maintaining and developing valued client relationships, a point that helps explain the customer service recognition. An accountant who has worked with the same client across several tax years may already understand prior filings, ownership changes, income history, and business goals. That familiarity can reduce repeated explanations while making unusual changes easier to spot. Continuity saves time.
- Client history can provide context for new decisions
- Recurring service reduces repeated onboarding
- Long relationships can support multi-year financial planning
10. Broad Accounting Services
Customers often prefer having related financial needs handled through one accounting firm instead of coordinating several separate providers. Taylor & Willis CPAs And Advisors lists accounting, tax, assurance, consulting, financial statement audits, business tax returns, and tax planning among its services. Small business accounting packages can also include payroll, cash flow planning, and CFO services, creating room for support to expand as a company grows. A wider service menu can make the client relationship easier to manage.
- Tax preparation and planning are both available
- Assurance and financial statement audit services are offered
- Business clients can combine accounting with advisory support
Professional CPA Credentials
Professional credentials give clients a way to evaluate the training behind the financial advice they receive. Taylor & Willis CPAs And Advisors lists active CPA licenses within its leadership team, along with Chartered Global Management Accountant credentials and memberships in organizations such as the American Institute of CPAs and Society of Louisiana CPAs. The firm also emphasizes ongoing professional education as part of maintaining its knowledge. Accounting rules do not stand still.
- Firm leadership includes licensed CPAs
- CGMA credentials add management accounting knowledge
- Professional memberships support continued involvement in the field
National Firm Experience
Taylor & Willis CPAs And Advisors also spent about two and a half years as part of a Top 20 accounting firm before its partners chose to de-merge and operate independently again. The company says that experience provided insight into serving clients within a much larger organization, while returning to Taylor & Willis allowed the team to continue the relationship-focused service model it had developed. Exposure to both environments gives the firm experience with larger accounting systems and smaller-firm accessibility. That combination supports its customer service approach.
- The practice gained experience inside a Top 20 accounting firm
- Partners later returned to independent ownership
- Clients benefit from regional service backed by broader firm experience
Taylor & Willis Customer Service Key Takeaways
Taylor & Willis CPAs And Advisors approaches accounting customer service as an ongoing relationship rather than a once-a-year tax transaction. Responsiveness, understandable explanations, customized accounting packages, year-round tax planning, deadline awareness, business consulting, and professional CPA credentials give clients several forms of support as their financial needs change. The firm’s history since 2008 and experience inside both independent and national accounting environments add depth to that service model. Those qualities help explain the 2026 Southeast Louisiana customer service recognition.
- Firm leadership combines corporate and public accounting experience
- Accounting services can be customized around client needs
- Tax guidance is available beyond filing season
- Business clients can receive cash flow and CFO support
- Responsiveness and client relationships remain stated firm priorities
Frequently Asked Questions
Who Founded Taylor And Willis?
Roy Taylor and Kevin Willis founded Taylor & Willis CPAs And Advisors in 2008. Their backgrounds combine corporate financial management and public accounting experience.
What Accounting Services Are Offered?
Taylor & Willis CPAs And Advisors 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 assistance.
Does The Firm Help Businesses?
Yes. Taylor & Willis CPAs And Advisors works with small and medium-sized businesses on accounting, taxes, financial analysis, consulting, reporting, and planning. Its team also provides CFO support when a business needs higher-level financial assistance.
Can Clients Get Tax Planning?
Yes. Taylor & Willis CPAs And Advisors lists tax planning among its primary services. Year-round planning can help clients account for income changes, estimated payments, and business decisions before filing time.
Why Do Clients Stay?
Long client relationships can develop when an accounting firm remains responsive, understands prior financial history, and offers services that continue to fit as needs change. Taylor & Willis CPAs And Advisors specifically credits valued client relationships as a major part of its growth.
Why Customer Service Stood Out
Accounting customer service is measured by more than whether a return is completed or a financial statement balances, because clients also need someone who responds to questions, explains unfamiliar numbers, watches deadlines, understands business goals, and remains available when financial circumstances change. Taylor & Willis CPAs And Advisors brings those pieces together through a firm founded in 2008, leadership with corporate and public accounting backgrounds, active CPA credentials, customizable accounting packages, tax planning, assurance work, consulting, and CFO support. Its time within a Top 20 accounting firm added experience with larger systems, while its independent structure preserves the relationship-based approach the company says has driven its growth. Taylor & Willis CPAs And Advisors being voted Best Customer Service for Accounting in Southeast Louisiana 2026 by The Louisiana Times reflects a service model where technical accounting work and personal financial guidance remain connected throughout the client relationship.





