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# Hannis T. Bourgeois

CPAs + BUSINESS ADVISORS

## Sitemaps

- [XML Sitemap](https://htbcpa.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [7 Major Gift Best Practices Every Nonprofit Should Implement](https://htbcpa.com/7-major-gift-best-practices-every-nonprofit-should-implement/) - Major gifts often drive the greatest nonprofit impact. Follow these best practices to manage them effectively and support long-term sustainability.
- [The Mid-Year Reset: How Dealers Can Protect Margin and Drive Growth This Summer](https://htbcpa.com/the-mid-year-reset-how-dealers-can-protect-margin-and-drive-growth-this-summer/) - Facing margin pressure? Optimize your sourcing strategy to help protect profits through the rest of 2026.
- [Is Your Business Ready for What's Next? The Case for Proactive Valuations](https://htbcpa.com/is-your-business-ready-for-whats-next-the-case-for-proactive-valuations/) - Most business owners' largest asset is their company. Discover its true value and identify opportunities to grow and protect it.
- [Why Internal Controls Fail: Common Deficiencies in Banking and How to Fix Them](https://htbcpa.com/why-internal-controls-fail-common-deficiencies-in-banking-and-how-to-fix-them/) - Internal control deficiencies can quickly become costly regulatory and financial issues. Learn how banks and credit unions can strengthen controls before small gaps grow.
- [Understanding Your Break-Even: A Critical Metric for Contractors](https://htbcpa.com/understanding-your-break-even-a-critical-metric-for-contractors/) - Do you know how much revenue your business needs to break even? Learn how this key metric helps contractors bid smarter and improve profitability.
- [HTB Named to Baton Rouge Business Report's 2026 Top 100 Private Companies List](https://htbcpa.com/htb-named-to-baton-rouge-business-report-2026-top-100-private-companies-list/) - Hannis T. Bourgeois has been named to the Baton Rouge Business Report's 2026 Top 100 Private Companies list, recognizing the firm's growth and commitment to client service.
- [Hannis T. Bourgeois, LLP Annual Report 2025](https://htbcpa.com/hannis-t-bourgeois-llp-annual-report-2025/) - HTB's 2025 Annual Report is now available.
- [Is Your Financial Plan Working the Way It Should?](https://htbcpa.com/is-your-financial-plan-working-the-way-it-should/) - A financial plan is only effective if it is both comprehensive and continually updated to reflect your evolving life and goals. Regular reviews and a holistic approach help ensure every part of your financial strategy is working together to support long-term success.
- [Is Your Job Costing Keeping Up? Mid-Year Check-In for Construction Companies](https://htbcpa.com/is-your-job-costing-keeping-up-mid-year-check-in-for-construction-companies/) - Mid-year is a key checkpoint for construction companies to evaluate whether job costing is delivering timely insight or simply reporting issues after the fact. Learn how a mid-year review can improve visibility and strengthen cost control for a more profitable second half.
- [Key Strategies for Protecting Business and Personal Financial Health](https://htbcpa.com/key-strategies-for-protecting-business-and-personal-financial-health/) - Business and personal finances are tightly linked, making resilience a dual responsibility for owners. Learn more about the steps you can take to safeguard both your enterprise and your long-term personal wealth.
- [The Hidden Drivers Behind a More Profitable Deal](https://htbcpa.com/the-hidden-drivers-behind-a-more-profitable-deal/) - Profitability at the dealership level is rarely the result of a single factor. Discover the disciplined processes, training strategies, and data-driven decisions that set high-performing dealerships apart.
- [Auto Retail Reimagined in 2040 | AutoTeam America](https://htbcpa.com/auto-retail-reimagined-in-2040-autoteam-america/) - HTB's 2025 Annual Report is now available.
- [How to Streamline Your Nonprofit's Year-End Financial Close Process](https://htbcpa.com/how-to-streamline-your-nonprofits-year-end-financial-close-process/) - Year-end close does not have to mean stress and long hours for nonprofit teams. Find out how the right planning and systems can help you streamline the process and stay on track.
- [Scaling Smarter: Building Financial Infrastructure That Supports Confident Growth](https://htbcpa.com/scaling-smarter-with-financial-infrastructure-that-supports-confident-growth/) - Explore how this client found success in working with our team to transform financial complexity into clarity and confident decision-making.
- [Five Payroll Areas Every Organization Should Review at Mid-Year](https://htbcpa.com/five-payroll-areas-every-organization-should-review-at-mid-year/) - Payroll is not just an administrative function. Explore how a proactive mid-year review can help organizations identify compliance risks, improve payroll accuracy, and avoid costly year-end surprises before they escalate.
- [HTB Recognized as an Accounting Today Gulf Coast Regional Leader](https://htbcpa.com/htb-recognized-as-an-accounting-today-gulf-coast-regional-leader/) - HTB is proud to be recognized by Accounting Today as a 2026 Gulf Coast Regional Leader, reflecting our continued growth and commitment to exceptional client service.
- [How to Read and Understand Your Financial Statements](https://htbcpa.com/how-to-read-and-understand-your-financial-statements/) - Financial statements don’t have to be overwhelming when you know what to look for. This guide breaks down a simple approach to help you read your numbers with clarity and make more informed business decisions.
- [Mid-Year Tax Planning: Why Waiting Could Cost You](https://htbcpa.com/mid-year-tax-planning-why-waiting-could-cost-you/) - Waiting until year-end to address your taxes can lead to missed opportunities and costly surprises. Learn how a mid-year review allows you to use current financial data to make strategic adjustments while there is still time to benefit.
- [Using a Tax Extension Strategically: What to Do Between Now and October 15](https://htbcpa.com/using-a-tax-extension-strategically-what-to-do-between-now-and-october-15/) - A tax extension gives you extra time, but only if you use it intentionally. The window before October 15 is ideal for adjusting payments, completing documentation, and planning ahead.
- [When Unequal Cash Creates Unequal Risk: Disproportionate Distributions in S-Corps](https://htbcpa.com/when-unequal-cash-creates-unequal-risk-disproportionate-distributions-in-s-corps/) - Disproportionate distributions in S corporations can trigger unintended tax consequences and even loss of S status. Learn where the risks arise and how strategic planning can preserve compliance while achieving unequal economic outcomes.
- [Taking Control of Your Tax Information with the IRS Online Account](https://htbcpa.com/taking-control-of-your-tax-information-with-the-irs-online-account/) - The IRS Individual Online Account gives taxpayers secure, year-round access to tax records, balances, payments, and official notices all in one place. Read on to discover how this powerful tool works and how it can make staying on top of your taxes easier than ever.
- [Due Diligence That Drives Value: How Independent Loan Reviews Strengthen Bank Acquisition Targets](https://htbcpa.com/due-diligence-that-drives-value-how-independent-loan-reviews-strengthen-bank-acquisition-targets/) - In bank acquisitions, loan portfolios represent the greatest opportunity—and the greatest risk. Learn how independent loan reviews uncover hidden credit and documentation issues to protect deal value.
- [The Hidden Value of Accounting: Beyond Tax Season and Compliance](https://htbcpa.com/the-hidden-value-of-accounting-beyond-tax-season-and-compliance/) - Most business owners view accounting as a necessary task reserved for tax season. In reality, accounting is a strategic tool that drives growth and supports smarter decisions. Discover how shifting from reactive compliance to proactive financial guidance can position your business for long-term success.
- [Investor Insight: Diversification at Work in Uncertain Markets](https://htbcpa.com/investor-insight-diversification-at-work-in-uncertain-markets/) - Uncertain markets can be unsettling, but they also highlight the strength of a diversified investment strategy. Learn more remaining disciplined and focused on long-term goals is key to staying on track.
- [April 2026 Construction Economic Report](https://htbcpa.com/april-2026-construction-economic-report/) - Explore the latest economic trends shaping the construction industry.
- [Did You Pay IRS Penalties During COVID? The Kwong Decision May Entitle You to a Refund](https://htbcpa.com/did-you-pay-irs-penalties-during-covid-the-kwong-decision-may-entitle-you-to-a-refund/) - A federal court decision in Kwong v. United States may allow taxpayers to recover IRS penalties paid during the COVID-19 pandemic. The ruling challenges how the IRS calculated deadlines between January 2020 and July 2023, potentially opening new refund opportunities for affected individuals and businesses.
- [HTB Consulting Partner Ferdie Genre Receives Livingston Parish Bob Easterly Award](https://htbcpa.com/htb-consulting-partner-ferdie-genre-receives-livingston-parish-bob-easterly-award/) - Ferdie P. Genre has been honored with the 2026 Bob Easterly Award for his decades‑long commitment to strengthening and supporting the Livingston Parish community.
- [Why Manual Accounting Is Costing Your Business More Than You Realize](https://htbcpa.com/why-manual-accounting-is-costing-your-business-more-than-you-realize/) - Manual accounting may appear cost-effective, but the hidden costs of wasted time, increased errors, and fraud vulnerability drain far more resources than most businesses realize. Explore how modern automated systems can give you real-time financial clarity, stronger cash flow, and a foundation that supports scalable growth.
- [Retirement Readiness in Any Economy: How to Know When You’re Truly Prepared](https://htbcpa.com/retirement-readiness-in-any-economy-how-to-know-when-youre-truly-prepared/) - There's no perfect time to retire, but with the right planning, you can feel prepared in any economy. Learn how to evaluate your readiness, manage timing risks, and build a retirement plan that lasts.
- [Five Steps to Protect Your Business from the USPS Postmark Policy Shift](https://htbcpa.com/five-steps-to-protect-your-business-from-the-usps-postmark-policy-shift/) - A quiet USPS policy change effective December 2025 has ended the long-standing “mailbox rule,” meaning a tax return mailed on April 15 could now receive an April 16 postmark—potentially triggering penalties. Learn how businesses can protect themselves from deadline-related risks in this new environment.
- [IRS Changes 501(c)(4) Filing Requirements: What Organizations Need to Know](https://htbcpa.com/irs-changes-501c4-filing-requirements-what-organizations-need-to-know/) - The IRS is changing how 501(c)(4) organizations file their initial notifications. Learn what is changing and what your organization needs to do to stay compliant.
- [Investor Insight: Avoiding Blink Moments in Volatile Markets](https://htbcpa.com/investor-insight-avoiding-blink-moments-in-volatile-markets/) - Market volatility can trigger emotional decision‑making. This insight explains why resisting “blink moments” is essential to protecting long‑term investment outcomes.
- [Construction Compensation Report | February 2026](https://htbcpa.com/construction-compensation-report-february-2026/) - The latest Construction Compensation Report offers a data‑driven look at how firms nationwide are structuring pay in a shifting market.
- [Bookkeeper, Controller, or CFO: Which Financial Role Does Your Growing Business Need?](https://htbcpa.com/bookkeeper-controller-or-cfo-which-financial-role-does-your-growing-business-need/) - As your business grows, so does the complexity of managing its finances. Knowing when you need a bookkeeper, a controller, or a CFO, and understanding the difference between them, can mean the difference between staying ahead of your growth and struggling to keep up with it.
- [New IRS Guidance Clarifies Rules for Permanent 100% Bonus Depreciation](https://htbcpa.com/new-irs-guidance-clarifies-rules-for-permanent-100-bonus-depreciation/) - The IRS recently issued new guidance clarifying how the permanent 100% bonus depreciation deduction will work moving forward. This allows businesses to fully deduct the cost of qualified property in the year it's placed in service, rather than depreciating it over several years.
- [Business Personal Property Reporting: What Every Louisiana Business Owner Needs to Know](https://htbcpa.com/business-personal-property-reporting-what-every-louisiana-business-owner-needs-to-know/) - The April 1 deadline for Louisiana business personal property reporting is approaching quickly, and missing it can result in costly overvaluations. Filing on time protects your business from avoidable tax increases.
- [What to Prepare for the 2026 Tax Season: A Complete Guide](https://htbcpa.com/what-to-prepare-for-the-2026-tax-season-a-complete-guide/) - For most people, tax season brings a quiet panic about what they might be forgetting and a last-minute rush to pull everything together before the deadline. But it doesn’t have to be that way. With just a little preparation, you can avoid surprises, minimize your tax bill, and make the entire process smoother for both you and your advisor.
- [IRS Mandates Electronic Tax Payments and Refunds](https://htbcpa.com/irs-mandates-electronic-tax-payments-and-refunds/) - Effective September 30, 2025, the IRS will require electronic submission for all federal tax payments and refunds, eliminating paper-based transactions.
- [HTB Elects New Associate Partners in 2026](https://htbcpa.com/htb-elects-new-associate-partners-in-2026/) - HTB is proud to announce the election of its newest Associate Partners.
- [Understanding the New Child-Focused “Trump Accounts”: What Parents Need to Know](https://htbcpa.com/understanding-the-new-child-focused-trump-accounts-what-parents-need-to-know/) - Trump Accounts are a new tax-advantaged retirement vehicle for children, created in 2025 and clarified by recent IRS guidance. Learn more about what families can expect, what’s still unknown, and how these accounts compare to options like Roth IRAs and 529 plans.
- [Hannis T. Bourgeois, LLP Awards $15,000 in Grants to Louisiana Nonprofits Through The 1924 Fund](https://htbcpa.com/hannis-t-bourgeois-llp-awards-15000-in-grants-to-louisiana-nonprofits-through-the-1924-fund/) - HTB awarded $15,000 in inaugural grants through The 1924 Fund, supporting nine Louisiana nonprofits dedicated to education, culture, and family wellness.
- [Understanding Audits and Their Importance](https://htbcpa.com/understanding-audits-and-their-importance/) - Discover how audits go beyond compliance to offer strategic insights that help businesses grow, improve operations, and build lasting credibility.
- [New IRS guidance offers tax break for lenders in agricultural lending market](https://htbcpa.com/new-irs-guidance-offers-tax-break-for-lenders-in-agricultural-lending-market/) - The IRS has released new temporary guidance under Section 139L, allowing eligible lenders to exclude 25% of interest income from certain agricultural and rural loans. Learn more about what qualifies and how this provision may impact your lending activities.
- [How to Fill Out the New Louisiana Combined Sales Tax Return](https://htbcpa.com/how-to-fill-out-the-new-louisiana-combined-sales-tax-return/) - Effective October 2025, all Louisiana jurisdictions must be filed monthly on the Louisiana Sales Tax Return. Learn more about the new combined return format and how to file.
- [How to Advise Clients on Tip and Overtime Tracking in QuickBooks](https://htbcpa.com/how-to-advise-clients-on-tip-and-overtime-tracking-in-quickbooks/)
- [Key Individual + Business Tax Deadlines for 2026](https://htbcpa.com/key-individual-business-tax-deadlines-for-2026/) - HTB strives to prepare our clients for deadlines and important dates regarding tax filing and other financial deadlines.
- [IRS Grants Employers Penalty Relief for 2025 Tip and Overtime Reporting](https://htbcpa.com/irs-grants-employers-penalty-relief-for-2025-tip-and-overtime-reporting/) - The IRS is offering penalty relief for 2025 as employers struggle to comply with new reporting requirements for tips and overtime pay under the OBBBA. While businesses won’t face penalties this year for failing to separately report qualified tips, overtime compensation, and occupation codes, this transition period is explicitly temporary—and smart employers will use it to prepare for full compliance in 2026.
- [2026 Tax Planning Guide: Inflation-Adjusted Provisions Explained](https://htbcpa.com/2026-tax-planning-guide-inflation-adjusted-provisions-explained/) - Explore the key inflation-adjusted tax updates for 2026 under the OBBBA. From higher standard deductions and revised tax brackets to expanded credits for adoption and childcare, these changes could impact your financial strategy. Learn how to prepare for the year ahead.
- [HTB Named to Accounting Today’s “Best Firms for Young Accountants” List](https://htbcpa.com/htb-named-to-accounting-todays-best-firms-for-young-accountants-list/) - For the third consecutive year, HTB has been named one of Accounting Today’s Best Firms for Young Accountants.
- [Happy Holidays from HTB!](https://htbcpa.com/happy-holidays-from-htb/)
- [HTB Governmental Newsletter | December 2025](https://htbcpa.com/htb-governmental-newsletter-december-2025/) - Stay informed on the latest legislative changes, audit requirements, and GASB updates impacting government entities.
- [HTB Chief Operating Officer Named to Baton Rouge Business Report's 2025 "Forty Under 40" List](https://htbcpa.com/htb-chief-operating-officer-named-to-baton-rouge-business-reports-2025-forty-under-40-list/) - HTB Chief Operating Officer Claire Harrell has been honored as one of Baton Rouge Business Report’s 2025 Forty Under 40, recognizing her leadership and impact on both our industry and community.
- [November 2025 Construction Economic Report](https://htbcpa.com/november-2025-construction-economic-report/) - Explore the latest economic trends shaping the construction industry.
- [What to Look for When Hiring or Changing Your Financial Advisor](https://htbcpa.com/what-to-look-for-when-hiring-or-changing-your-financial-advisor/) - Choosing the right financial advisor is one of the most important decisions you can make for your long-term financial well-being. This guide outlines the key qualities to look for—and the warning signs that it may be time for a change.
- [How the New 401(k) and IRA Limits Affect Your Retirement Planning Strategy](https://htbcpa.com/how-the-new-401k-and-ira-limits-affect-your-retirement-planning-strategy/) - Learn more about new retirement contribution limits taking effect in 2026, offering greater savings opportunities and added complexity for high earners.
- [Smart Year-End Tax Strategies for Businesses](https://htbcpa.com/smart-year-end-tax-strategies-for-businesses/) - Learn more about key year-end tax strategies for businesses, with guidance shaped by recent law changes and future planning opportunities.
- [Smart Year-End Tax Strategies for Individuals & Families](https://htbcpa.com/smart-year-end-tax-strategies-for-individuals-families/) - Learn more about key year-end tax strategies for individuals and families, with guidance on current laws and upcoming changes expected in 2026.
- [HTB Named to the New Orleans CityBusiness "Best Places to Work" List](https://htbcpa.com/htb-named-to-the-new-orleans-citybusiness-best-places-to-work-list/) - For the third consecutive year, HTB has been named a best place to work in New Orleans.
- [HTB Named to Accounting Today's 2025 Best Firms to Work For List](https://htbcpa.com/htb-named-to-accounting-todays-2025-best-firms-to-work-for-list/) - Hannis T. Bourgeois, LLP has claimed the #2 spot on Accounting Today's Best Firms to Work For list in the midsized category, highlighting a culture of excellence and growth.
- [HTB Honored as a 2025 Best Place to Work in Baton Rouge](https://htbcpa.com/htb-honored-as-a-2025-best-place-to-work-in-baton-rouge/) - HTB is honored to be recognized as a Greater Baton Rouge Best Place to Work for the tenth year in a row!
- [Year-End Reminder: Start Preparing for Your 2025 W-2s](https://htbcpa.com/year-end-reminder-start-preparing-for-your-2025-w-2s/) - Prepare for your 2025 W-2s with this quick year-end checklist covering required forms, deadlines, filing steps, and helpful payroll reminders.
- [Aligning Your Business Goals with the Right Entity Structure](https://htbcpa.com/aligning-your-business-goals-with-the-right-entity-structure/) - Choosing the right business entity isn’t a one-time decision—it should evolve with your goals. Regular reviews can help optimize tax strategies, reduce risk, and position your company for long-term success.
- [Your Guide to 1099 Filing: Requirements, Deadlines + Tips](https://htbcpa.com/1099-filing-requirements-deadlines/) - The 1099 filing deadline is February 2, 2026. Learn how you can start preparing now to avoid penalties.
- [HTB named a “Best Firms for Women” by Accounting Today](https://htbcpa.com/htb-named-a-best-firms-for-women-by-accounting-today/) - HTB named a “Best Firms for Women” by Accounting Today.
- [Louisiana Sales Tax Filing Frequency Changes Effective October 2025](https://htbcpa.com/louisiana-sales-tax-filing-changes-effective-october-2025/) - Effective October 2025, all Louisiana jurisdictions must be filed monthly on the Louisiana Sales Tax Return.
- [A Donor’s Guide to Maximizing Charitable Contributions Post-OBBBA](https://htbcpa.com/a-donors-guide-to-maximizing-charitable-contributions-post-obbba/) - Recent changes under the OBBBA present new opportunities for donors to enhance the impact of their charitable giving. Discover how these pivotal changes can influence donor strategies and support more tax-efficient philanthropy.
- [Critical Updates on Energy Credits](https://htbcpa.com/critical-updates-on-energy-credits/) - The OBBBA has reshaped the timeline for energy-related tax credits, with some already expired and others set to sunset soon. Staying informed and acting quickly can help taxpayers preserve access to these benefits.
- [2026 W-2 and W-4 Form Updates: What Employers and Taxpayers Need to Know](https://htbcpa.com/2026-w-2-and-w-4-form-updates-what-employers-and-taxpayers-need-to-know/)
- [Hannis T. Bourgeois Opens The 1924 Fund Grant Applications to Louisiana Nonprofits](https://htbcpa.com/hannis-t-bourgeois-opens-the-1924-fund-grant-applications-to-louisiana-nonprofits/) - The 1924 Fund is now open to nonprofits serving Louisiana communities that are making a difference in education, culture, and family wellness. Apply by September 30.
- [TechSoup: Bridging the Technology Gap for Nonprofits](https://htbcpa.com/techsoup-bridging-the-technology-gap-for-nonprofits/) - Learn how TechSoup helps nonprofits access discounted technology and how our team supports implementation from setup to optimization, ensuring your systems work for your mission.
- [The One Big Beautiful Bill's Impact on High-Net-Worth Tax Strategies](https://htbcpa.com/the-one-big-beautiful-bills-impact-on-high-net-worth-tax-strategies/) - Explore how OBBBA’s expanded deductions and higher exemption thresholds could reshape tax strategies for high-net-worth individuals now and in the future.
- [What the One Big Beautiful Bill Means for Your Business](https://htbcpa.com/what-the-one-big-beautiful-bill-means-for-your-business/) - Read more about how the OBBBA introduces major tax and spending changes that could impact businesses through through new tax breaks, expanded deductions, and investment incentives.
- [How the One Big Beautiful Bill Affects Individual Taxpayers](https://htbcpa.com/how-the-one-big-beautiful-bill-affects-individual-taxpayers/) - Read more about how the OBBBA introduces major tax and spending changes that could impact individual taxpayers through extended cuts and new deductions.
- [Tax Incentives for Growth in the One Big Beautiful Bill: QBI, QSBS, and R&D Expensing Explained](https://htbcpa.com/tax-incentives-for-growth-in-the-one-big-beautiful-bill/) - Learn how QBI, QSBS, and R&D expensing updates under the OBBBA can support smarter tax planning for businesses.
- [Education and Health Tax Benefits You Should Know About in the One Big Beautiful Bill](https://htbcpa.com/education-and-health-tax-benefits-you-should-know-about-in-the-one-big-beautiful-bill/) - Explore key education and health tax benefits included in the OBBBA and what they mean for your financial planning.
- [Tax Breaks for Tipped and Overtime Workers Under the One Big Beautiful Bill](https://htbcpa.com/tax-breaks-for-tipped-and-overtime-workers-under-the-one-big-beautiful-bill/) - The OBBBA brings targeted tax relief to service and hourly workers. Find out how new deductions for tips and overtime could lower your taxable income.
- [Mobile Workforce Guidelines for Contractors](https://htbcpa.com/mobile-workforce-guidelines-for-contractors/) - Construction mobility costs affect budgets and compliance. The methods you use and your compliance with the related regulations can impact the ultimate cost to your organization.
- [HTB Recognized Among Nation’s Top 200 Accounting Firms](https://htbcpa.com/htb-recognized-among-nations-top-200-accounting-firms/) - Hannis T. Bourgeois, LLP has once again been named one of the Top 200 Accounting Firms in the U.S. by INSIDE Public Accounting, recognizing the firm’s excellence and continued growth.
- [HTB Again Recognized Among Construction Executive’s Top 50 Construction Accounting Firms](https://htbcpa.com/htb-again-recognized-among-construction-executives-top-50-construction-accounting-firms/) - HTB’s leadership in construction accounting earns national recognition for the seventh year in a row.
- [Hannis T. Bourgeois Establishes The 1924 Fund to Mark 100 Years of Service and Commitment to Louisiana Communities](https://htbcpa.com/hannis-t-bourgeois-establishes-the-1924-fund-to-mark-100-years-of-service-and-commitment-to-louisiana-communities/)
- [July 2025 Construction Economic Report](https://htbcpa.com/july-2025-construction-economic-report/) - Explore the latest economic trends shaping the construction industry.
- [Strategic Growth Begins with Smarter Accounting Technology](https://htbcpa.com/strategic-growth-begins-with-smarter-accounting-technology/) - Technology is reshaping accounting, helping businesses move from manual processes to automated, insight-driven systems. Learn more about how our team can guide implementation and help you find the right-fit solution for your goals.
- [New Sales Tax Relief for Contractors on Public Projects in Louisiana](https://htbcpa.com/new-sales-tax-relief-for-contractors-on-public-projects-in-louisiana/) - A recent change in Louisiana law could reduce costs for contractors on public projects. Sales tax exemptions are now available for qualifying purchases. Find out how to claim yours.
- [Preparing Your 401k Plan for Filing and Audit Success](https://htbcpa.com/preparing-your-401k-plan-for-filing-and-audit-success/) - Form 5500 filing and audit readiness are essential for 401(k) plan compliance. Learn how to meet deadlines, avoid common pitfalls, and prepare your plan for a smooth audit process.
- [March 2025 Construction Economic Report](https://htbcpa.com/march-2025-construction-economic-report/) - In this issue of the Economic Newsletter, topics include analysis of the Real GPD, raw material prices/availability, the labor situation and labor costs, as well as potential tariff impacts.
- [Preparing for Year-End: Smart Financial Moves to Make Now](https://htbcpa.com/preparing-for-year-end-smart-financial-moves-to-make-now/) - As the end of the year approaches, now is the time to be intentional about your financial well-being. Discover the strategies you can implement now to safeguard your financial well-being before the new year begins.
- [HTB Launches Wealth Management Service Line](https://htbcpa.com/htb-launches-wealth-management-service-line-2025/) - To better support your financial journey, Hannis T. Bourgeois now offers comprehensive wealth management through HTB Wealth Advisors, LLC.
- [Summer 2025 Practice Management Advisor](https://htbcpa.com/summer-2025-practice-management-advisor/) - In this issue of the Practice Management Advisor, learn how small operational changes can lead to big financial gains—from better billing to fewer no-shows.
- [Spring 2025 Practice Management Advisor](https://htbcpa.com/healthcare-practice-management-advisor-spring-2025/) - In this issue of the Practice Management Advisor, learn how small operational changes can lead to big financial gains—from better billing to fewer no-shows.
- [HTB Launches Partnership with Restaurant365](https://htbcpa.com/htb-launches-partnership-with-restaurant365/) - HTB has partnered with Restaurant365 (R365). Discover how HTB and R365 can transform your restaurant’s future with this innovative approach.
- [Outsource Your Way to Financial Strategy and Growth](https://htbcpa.com/outsource-your-way-to-financial-strategy-and-growth/) - Discover how outsourced accounting can unlock smarter financial strategy, giving your team the clarity and capacity to focus on long-term growth.
- [Maximize Business Potential with Intuit Enterprise Suite](https://htbcpa.com/maximize-business-potential-with-intuit-enterprise-suite/) - Explore how Intuit Enterprise Suite can streamline operations and support your company's growth without the heavy lift of traditional ERP implementations.
- [UPDATED Corporate Transparency Act: Beneficial Ownership Information Reporting](https://htbcpa.com/reporting-boi/) - On Tuesday, February 18, 2025, the U.S. District Court for the Eastern District of Texas lifted the nationwide injunction in the Smith, et al. v. U.S. Department of The Treasury, et al. case and the beneficial ownership information reporting requirements under the Corporate Transparency Act are once again in effect for most reporting companies.
- [HTB Named on the 2025 Accounting Today Top Firms: Gulf Coast Regional List](https://htbcpa.com/at-regional-leader-2025/) - Hannis T. Bourgeois named to the 2025 Accounting Today Top Firms: Gulf Coast Regional List
- [HTB Elects New Partners and Director in 2025](https://htbcpa.com/2025-leadership/) - HTB is proud to announce it has elected Daniel Darensbourg, CPA and Michelle D. Garbiras, CPA as Partners of the firm. In addition, Elizabeth A. Hampton, CPA has been elected Associate Partner, and Claire D. Harrell, SHRM-CP has been elected Director and Chief Operating Officer.
- [The standard business mileage rate has increased for 2025](https://htbcpa.com/the-standard-business-mileage-rate-has-increased-for-2025/) - Important news for businesses that rely on travel: the standard business mileage rate for 2025 has increased. Discover how this change affects your business’s bottom line in our recent article.
- [HTB Annual Report 2024](https://htbcpa.com/htb-annual-report-2024/) - Hannis T. Bourgeois's 2024 Annual Report is available.
- [LA Sales Tax Increase for Contractors](https://htbcpa.com/la-sales-tax-increase-for-contractors-2025/) - Recent changes to Louisiana sales tax laws may impact your business if you have construction contracts.
- [Managing liability as a 401(k) plan sponsor](https://htbcpa.com/managing-liability-as-a-401k-plan-sponsor/) - Are you calculating your 401(k) contributions correctly? Misunderstanding compensation definitions could lead to costly errors. Our latest article offers tips on avoiding such pitfalls.
- [HTB named to INSIDE Public Accounting Top 200 List](https://htbcpa.com/htb-names-to-inside-public-accounting-top-200-list/) - Hannis T. Bourgeois, LLP has been ranked on INSIDE Public Accounting's Top 500 list for the first time.
- [Leveraging Accounting Technology for Success in the Restaurant Business](https://htbcpa.com/leveraging-accounting-technology-for-success-in-the-restaurant-business/) - For restaurant owners, Sage Intacct’s cloud financials suite and outsourced accounting can revolutionize the way you manage your restaurant business. This article delves into the benefits of these tools, from real-time data visibility to improved cash flow management. Stay ahead of the curve by adopting these innovative approaches to accounting in your restaurant.
- [Louisiana Department of Revenue Notices - September 2024](https://htbcpa.com/louisiana-department-of-revenue-notices-september-2024/) - The LA Dept of Revenue is currently in the process of updating its system to reflect the Louisiana revised statute (RS 47:1678) pertaining to tax clearances, resale certificates, and certain procurement contracts. Learn more about what this means for you and how HTB can assist.
- [Educational Savings Plan](https://htbcpa.com/educational-savings-plan/) - Many challenges parents face are saving for the high cost of a college education. This article addresses some ways parents can start saving.
- [W-2 Preparation](https://htbcpa.com/w-2-preperation-2024/) - A friendly reminder to please begin gathering the information needed to prepare your 2024 W-2's
- [1099 Preparation](https://htbcpa.com/1099-preparation-2024/) - To prepare to file your 1099s, make sure to have any necessary W-9 forms.
- [HTB named a “Best Firms for Young Accountants” by Accounting Today](https://htbcpa.com/best-firms-for-young-accountants/) - HTB named a “Best Firms for Young Accountants” by Accounting Today
- [2024 Construction Tax Planning Opportunities](https://htbcpa.com/2024-construction-tax-planning-opportunities/) - Review the latest considerations for construction industry tax planning in 2024 and beyond.
- [2025 Deadlines](https://htbcpa.com/2025-deadlines/) - HTB strives to prepare our clients for deadlines and important dates regarding tax filing and other financial deadlines.
- [End of Year Reminder - Transmitter Control Code (TCC)](https://htbcpa.com/end-of-year-reminder-transmitter-control-code-tcc-2024/) - Are you planning to file your own 1099s for 2024? Learn about the IRS's two free e-filing options as well as applying for your transmitter control code and deadline dates.
- [August 2024 Construction Economic Report](https://htbcpa.com/august-2024-construction-economic-report/) - Hannis T. Bourgeois (HTB) works to bring you information on the construction industry that can assist you in making the best business decisions. In this issue of the Economic Newsletter, topics include analysis of the Real GPD, raw material prices/availability, the labor situation and labor costs, as well as manufacturing trends.
- [HTB expands into Alexandria, La.](https://htbcpa.com/growth-into-alexandria-2023/) - Hannis T. Bourgeois, LLP (“HTB”), Certified Public Accountants and Business Advisors located in Baton Rouge, New Orleans, Denham Springs and Hammond, announced the merger of Daenen Henderson & Company, CPAs (DHC) of Alexandria, Louisiana.
- [HTB is one of the Best Places to Work in Baton Rouge for nine straight years!](https://htbcpa.com/htb-best-places-to-work-2024/) - HTB is honored to be recognized as a Greater Baton Rouge Best Place to Work for the ninth year in a row!
- [What 100 Years Means to Me](https://htbcpa.com/centennial-testimonial/) - HTB employees reflect on what 100 years of serving Louisiana means to them.
- [HTB Elects New Partners and Director in 2024](https://htbcpa.com/2024-leadership/) - Hannis T. Bourgeois, LLP (“HTB”), Certified Public Accountants and Business Advisors is proud to announce it has elected Jenna E. Frederic, CPA, Alicia J. Knighton, CPA, and Chase M. Ruiz, CPA as Partners of the firm effective January 1, 2024. In addition, Evan B. Hull, CPA has been elected Associate Partner and Ashley E. Wellons, CPA has been elected Director, also effective January 1, 2024.
- [HTB named Top 50 Construction Accounting Firms in 2023](https://htbcpa.com/htb-named-top-50-construction-accounting-firms-in-2023/)
- [HTB Named "Best Place to Work" in New Orleans](https://htbcpa.com/htb-named-best-place-to-work-in-new-orleans/)
- [HTB named a “Best Firms to Work For” by Accounting Today](https://htbcpa.com/htb-named-a-best-firms-to-work-for-by-accounting-today/)
- [Checking in on your accounts payable processes](https://htbcpa.com/payable-process/) - Accounts payable is a critical area of concern for every business. However, as a back-office function, it doesn’t always get the attention it deserves. Once in place, accounts payable processes tend to get taken for granted. Following are some tips and best practices for improving your company’s approach.
- [Brett Summerville named to 2024 Money Maker class](https://htbcpa.com/brett-summerville-named-to-2024-money-maker-class/) - HTB is proud to announce Brett Summerville, CPA, Tax Senior Manager, has been named to New Orleans CityBusiness's 2024 class of Money Makers.
- [2024 Construction Economic Report](https://htbcpa.com/2024-construction-economic-report/) - Hannis T. Bourgeois (HTB) works to bring you information on the construction industry that can assist you in making the best business decisions. In this issue of the Economic Newsletter, topics include analysis of the Real GPD, raw material prices/availability, the labor situation and labor costs, as well as manufacturing trends.
- [Managing your Construction company’s worker’s comp cost](https://htbcpa.com/managing-your-construction-companys-workers-comp-cost/) - Managing your construction company's workers' comp cost can be a complex process, but with the right strategies and systems in place, it is absolutely possible to maintain control over these expenses.
- [HTB is again named a Top 50 Construction Accounting Firm](https://htbcpa.com/htb-is-again-named-a-top-50-construction-accounting-firm/) - HTB has been ranked for the sixth year as one of the nation's Top Accounting Firms.
- [Inflation Reduction Act: Clean Vehicle Credit](https://htbcpa.com/408-2/) - President Joe Biden has implemented a new bill that would allow consumers to receive credits up to $7,500 if they have purchased any sort of electric automobiles.
- [Did Your Business Buy the Wrong Software?](https://htbcpa.com/did-your-business-buy-the-wrong-software/) - Many businesses purchase shiny new software only to later regret it. Here are some ways to avoid buyer’s remorse.
- [Healthcare Practice Management Advisor – Spring 2024](https://htbcpa.com/healthcare-practice-management-advisor-spring-2024/) - In our Spring 2024 Healthcare Practice Advisory newsletter, we explore the potential of AI in healthcare, ensuring fair collection practices, balancing patient care with business strategy, and more.
- [The Inflation Reduction Act includes wide-ranging tax provisions](https://htbcpa.com/hello-world/) - The U.S. Senate and House of Representatives passed the Inflation Reduction Act (IRA). President Biden is expected to sign the bill into law.
- [2023 Deadlines](https://htbcpa.com/a-nice-post/) - HTB strives to prepare our clients for deadlines and important dates regarding tax filing and other financial deadlines.
- [State and Local Governmental Agencies Face Complex Challenges](https://htbcpa.com/state-and-local-governmental-agencies-face-complex-challenges/) - State and local governmental agencies face some of the most complex and wide-ranging challenges of any type of organization. Rather than customers, these organizations serve communities and constituents who need to feel confident about how tax dollars are managed, invested and spent.
- [Hannis T. Bourgeois Selects Director](https://htbcpa.com/entry-with-post-format-video/) - Hannis T. Bourgeois, LLP (HTB) is proud to announce it has elected R. John White, CPA as a Director of the firm effective January 1, 2023. The recently created role of Director recognizes a new path to leadership for those vital to the firm’s operations.

## Pages

- [Hannis T. Bourgeois, CPA](https://htbcpa.com/) - Hannis T. Bourgeois - Hannis T. Bourgeois provides expert personalized accounting, tax, assurance, and consulting services.
- [Services](https://htbcpa.com/service/) - HTB is a trustworthy, solutions-driven business advisor with nearly 100 years of valuable experience and insight.
- [YoPreaux](https://htbcpa.com/yopreaux/)
- [Careers](https://htbcpa.com/careers/) - Hannis T. Bourgeois a dynamic organization committed to the development of not only our clients but also our team members.
- [Careers 2026 update DRAFT](https://htbcpa.com/careers-2026-update-draft/) - Hannis T. Bourgeois a dynamic organization committed to the development of not only our clients but also our team members.
- [Industries](https://htbcpa.com/industries/)
- [Professionals](https://htbcpa.com/professionals/) - Hannis T. Bourgeois is built on relationships that enable clients grow, compete and thrive.
- [About Us](https://htbcpa.com/about/) - Personalized accounting, tax, assurance, and consulting services.
- [Client Center](https://htbcpa.com/client-center/)
- [CFO Workshop 2025 Registration](https://htbcpa.com/cfo-workshop-2025-registration/)
- [1924 Fund - OLD](https://htbcpa.com/1924-fund-old/) - Personalized accounting, tax, assurance, and consulting services.
- [1924 Fund](https://htbcpa.com/1924-fund/) - Personalized accounting, tax, assurance, and consulting services.
- [Contact](https://htbcpa.com/contact/)
- [Insights](https://htbcpa.com/resources/) - Hannis T. Bourgeois is your trusted advisor working to keep you ahead of the curve.
- [Allinial Global](https://htbcpa.com/allinial-global/)
- [Women’s Initiative Network](https://htbcpa.com/womens-initiative-network/)
- [OPENINGS](https://htbcpa.com/openings/)
- [Baton Rouge](https://htbcpa.com/baton-rouge/)
- [HTB Celebrates 100 Years](https://htbcpa.com/htb-celebrates-100-years/)
- [Our History](https://htbcpa.com/our-history/)
- [New Orleans](https://htbcpa.com/new-orleans/)
- [Safesend Returns FAQs](https://htbcpa.com/safesend-returns-faqs/)
- [Denham Springs](https://htbcpa.com/denham-springs/)
- [Alexandria](https://htbcpa.com/alexandria/)
- [Privacy Policy](https://htbcpa.com/privacy-policy/)
- [Mid-Busy Season Party 2024](https://htbcpa.com/mid-busy-season-party-2024/)
- [HTB Holiday Message 2023](https://htbcpa.com/htb-holiday-message-2023/) - Happy Holidays from HTB!
- [Hammond](https://htbcpa.com/hammond/)

## Teams

- [Lee Oubre](https://htbcpa.com/team/lee-a-oubre/) - Lee Oubre is a senior manager in the firm’s Baton Rouge office. He focuses his practice on serving clients in the construction and real estate, not-for-profit, and professional services industries. Lee specializes in the taxation of multi-state contracts and tax accruals for C corporations. Experience: 10 Years with Hannis T. Bourgeois Education: B.S. Accounting—Louisiana State
- [Valerie D. Rousseau](https://htbcpa.com/team/valerie-d-rousseau/) - Valerie Rousseau is a tax senior manager in the firm’s New Orleans office. She provides tax consulting, compliance, and preparation services to a diverse client base. Valerie focuses on helping clients navigate the day-to-day operations of their accounting systems and has extensive experience serving corporations, not-for-profit organizations, and individuals. Experience: 19 Years in Public Accounting
- [Luke Yoes](https://htbcpa.com/team/luke-g-yoes/) - Luke Yoes is a senior manager in the firm’s audit + assurance practice. He focuses on serving clients in the construction and real estate and governmental industries, with specialized experience performing audits of governmental entities. Experience: 9 Years with Hannis T. Bourgeois 9 Years in Public Accounting Education: B.S. Accounting—Southeastern Louisiana University Professional & Civic
- [John L. Gerry](https://htbcpa.com/team/john-l-gerry/) - John Gerry is a senior manager in the firm’s tax department. He focuses his practice on providing tax compliance, planning, and consulting services to auto dealerships, multi-state construction companies, small businesses, and individuals. Experience: 23 Years with Hannis T. Bourgeois Education: B.A. Mathematics—University of Mississippi Professional & Civic Involvements: American Institute of Certified Public Accountants
- [Grant Bourgeois](https://htbcpa.com/team/grant-bourgeois/) - Grant Bourgeois is an audit + assurance senior manager in the firm’s New Orleans office. He specializes in serving construction and commercial clients, managing assurance engagements and delivering client-focused solutions. Experience: 7 Years with Hannis T. Bourgeois 7 Years in Public Accounting Education: B.S. Accounting—Louisiana State University Professional & Civic Involvements: American Institute of Certified
- [Gary Brenner](https://htbcpa.com/team/gary-w-brenner/) - Gary Brenner is an assurance senior manager in the firm’s New Orleans office. He provides audit and assurance services to construction industry clients and works closely with management teams to address accounting and reporting needs. Experience: 9 Years with Hannis T. Bourgeois 9 Years in Public Accounting Education: B.S. Accounting—Louisiana State University M.S. Accounting—Louisiana State
- [Destiny A. Ponder](https://htbcpa.com/team/destiny-a-ponder/) - Destiny Ponder is a tax senior manager in the firm’s Hammond office. She specializes in providing tax planning and compliance services to individuals, partnerships, S corporations, and small businesses. Experience: 10 Years in Public Accounting 10 Years with Hannis T. Bourgeois Education: B.S. Accounting—Southeastern Louisiana University Professional & Civic Involvements: American Institute of Certified Public
- [Cherie Smith](https://htbcpa.com/team/cherie-smith/) - Cherie Smith is a senior manager in the firm's audit and assurance practice, specializing in working with construction and not-for-profit organizations. Cherie has over twenty years of experience leading teams and assisting with new audit standards, quality control, and efficiency improvements. Experience: 2 Years with Hannis T. Bourgeois 24 Years in Public Accounting Education: B.S.
- [Ann Langlois](https://htbcpa.com/team/ann-langlois/) - Ann Langlois is a senior manager in the firm’s Baton Rouge office. She specializes in providing assurance services to financial institutions and employee benefit plans. Experience: 33 Years in Public Accounting 18 Years with Hannis T. Bourgeois Education: B.S. Accounting—Louisiana State University Professional & Civic Involvements: American Institute of Certified Public Accountants (AICPA) Society of
- [Christine S. Hurtado](https://htbcpa.com/team/christine-hurtado/) - Christine Hurtado is a senior manager in the firm’s New Orleans office. She focuses her practice on serving not-for-profit organizations and financial institutions, providing audit and assurance services. Christine also works with employee benefit plan clients and has experience with financial and compliance audits, agreed-upon procedures, budgeting, and grant assistance. Experience: 8 Years with Hannis
- [Meagan P. Salinas](https://htbcpa.com/team/meagan-p-salinas/) - Meagan Salinas is a tax associate partner located in the firm's Baton Rouge office. She provides tax planning, compliance, and business consulting services to help clients maximize profitability and achieve their goals. Meagan serves a diverse client base, including construction companies, automotive dealerships, small businesses, and individuals, and has experience with multi-state tax reporting requirements.
- [Shelby N. King](https://htbcpa.com/team/shelby-n-king/) - Shelby King is an associate partner in the firm's Alexandria office. She focuses her practice on overseeing client tax planning, preparation, and compliance. Shelby also provides attest and consulting services to a diverse client base, including companies in the construction industry. Experience: 12 Years in Public Accounting 2 Years with Hannis T. Bourgeois Education: B.A.
- [Elizabeth A. Hampton](https://htbcpa.com/team/elizabeth-a-hampton/) - Elizabeth “Liz” Hampton is an associate partner in the firm's tax department. Located in our Hammond office, she concentrates her practice on serving small businesses, real estate, and construction companies. Liz specializes in tax planning strategies and provides business consulting services to support her clients’ growth and success. Experience: 13 Years with Hannis T. Bourgeois
- [Brannin P. Leglue](https://htbcpa.com/team/brannin-p-leglue/) - Brannin Leglue is an associate partner in the firm’s Alexandria office. She specializes in overseeing client tax planning, preparation, and compliance. In addition, Brannin provides attest and consulting services to a diverse client base, with a focus on the construction industry. Experience: 13 Years in Public Accounting 3 Years with Hannis T. Bourgeois Education: B.S.
- [Samantha R. Laramore](https://htbcpa.com/team/samantha-laramore/) - Samantha “Sam” Laramore is an associate partner in the firm's Client Advisory + Accounting Services department. Based in Baton Rouge, she specializes in technology recommendations and implementations related to client accounting systems. She provides clients with in-depth assistance regarding accounting platform setup, migration, training, and ongoing support as businesses evolve. Sam also supports clients with
- [Michelle Archambault](https://htbcpa.com/team/michelle-m-archambault/) - Michelle Archambault is an associate partner in the firm’s New Orleans office. She focuses her practice on providing income tax planning and compliance services to closely held businesses and high-net-worth individuals.She has extensive experience serving individuals, partnerships, corporations, trusts, and estates. Michelle works closely with business owners to address financial, strategic, and tax planning needs
- [Hunter J. Chaney](https://htbcpa.com/team/hunter-j-chaney-cpa-mba/) - Hunter Chaney is an associate partner located in the firm's Baton Rouge office. He provides tax compliance, planning, and consulting services to a diverse client base, including multi-state construction companies, auto dealerships, small businesses, and individuals. Experience: 9 Years with Hannis T. Bourgeois 9 Years in Public Accounting Education: B.S. Accounting—Southeastern Louisiana University MBA—Southeastern Louisiana
- [Evan B. Hull](https://htbcpa.com/team/evan-b-hull/) - Evan Hull is an associate partner in the firm's audit + assurance practice. Based in our Baton Rouge office, he specializes in working with construction companies and employee benefit plan clients, providing accounting, assurance, and advisory services. Experience: 14 Years with Hannis T. Bourgeois Education: B.S. Accounting—Louisiana State University M.S. Accounting—Louisiana State University Professional &
- [Daniel Darensbourg](https://htbcpa.com/team/daniel-darensbourg/) - Daniel Darensbourg is a partner in the audit and assurance practice. Based in the Baton Rouge office, Daniel serves clients in a variety of industries with a focus on non-profit organizations and construction. He is committed to understanding the businesses of the clients he serves and staying current on issues and challenges that impact them.
- [Jill K. Kindler](https://htbcpa.com/team/jill-k-kindler/) - Jill Kindler is a partner in the firm’s Baton Rouge office and leads its consulting services practice. Her work centers on business valuation, estate and trust matters, litigation support, and wealth management. She works closely with clients on transactions, disputes, and succession planning, offering guidance on estate and gift strategies as well as long-term wealth
- [Gregory H. Brenan II](https://htbcpa.com/team/gregory-h-brenan-ii/) - Greg Brenan is an audit partner in the New Orleans and Hammond offices of HTB. Greg provides assurance and business consulting services to a broad range of clients. He focuses on working with financial institutions and companies of all sizes in the construction industry. Through his membership and participation in the construction trade association, he
- [Maggie Madden](https://htbcpa.com/team/maggie-madden/) - Maggie Madden is a manager in our Tax department in our Hammond office. She works closely with small business clients, providing tax services and guidance tailored to their unique needs. Maggie supports clients through compliance, planning, and day‑to‑day tax matters to help them navigate their obligations with confidence. Experience: 4 Years with Hannis T. Bourgeois
- [Amy N. Varnado](https://htbcpa.com/team/amy-n-varnado/) - Amy Varnado is a Client Accounting & Advisory Services Partner focused on serving small businesses and their owners. She provides tax and consulting services to clients across a wide range of industries, from single-owner companies to large organizations. Amy is responsible for the development and day-to-day management of the firm’s outsourced and advisory services. She
- [Mukti M. Patel](https://htbcpa.com/team/mukti-m-patel/) - Mukti Patel has spent the past 21 years becoming one of her client’s most trusted business advisors. Clients rely on Mukti’s expertise for a variety of different services including, comprehensive tax planning, tax compliance, and business consulting. Her practice has an emphasis on construction and small businesses. Through her membership and participation in construction trade associations,
- [Jeff M. Latino](https://htbcpa.com/team/jeff-m-latino/) - Jeff Latino is an assurance partner with more than 30 years of public accounting experience. He provides a full range of assurance and advisory services to HTB’s financial services, not-for-profit, construction, and small business clients. Jeff also serves as the firm's Quality Control partner over assurance engagement. Experience: 35 years with Hannis T. Bourgeois Education:
- [Amy C. Huck](https://htbcpa.com/team/amy-c-huck/) - Amy Huck is a partner in our Baton Rouge office and has 18 years of experience supplying tax compliance, planning, and consulting services to the firm’s diverse client base. She focuses her practice on income tax planning and complex multi-state tax issues. She collaborates with each client and their accounting team to ensure proper integration
- [Derek W. Foret](https://htbcpa.com/team/derek-w-foret/) - Derek Foret is a partner and leader of the Audit and Assurance department at Hannis T. Bourgeois (HTB), based in HTB’s Baton Rouge office. Derek brings extensive experience serving both public and private companies, including work with capital markets on public offerings and acquisitions. He has extensive expertise in complex accounting issues, including revenue recognition,
- [Jacquelyn S. Daenen](https://htbcpa.com/team/jacquelyn-s-daenen/) - Jacquelyn "Jackie" Daenen is a partner in our tax department. Based in our Alexandria office, she focuses her practice on construction and manufacturing clients providing tax compliance, planning, and consulting services. She also advises on federal estate and gift taxation as well as well as succession planning for families and business owners. Experience: 2 Years
- [Kyle K. Cook](https://htbcpa.com/team/kyle-k-cook/) - Kyle Cook is a partner in our Baton Rouge office. He provides assurance and consulting services to companies in the construction, employee benefit plan and small business industries. He assists clients with implementing best practices in percentage of completion accounting, job cost allocations, and industry benchmarking analyses. Kyle monitors business processes to ensure his client’s
- [Ashley E. Wellons](https://htbcpa.com/team/ashley-e-wellons/) - Ashley Wellons is a director in our Baton Rouge office and oversees the assurance operations for the firm. She focuses on researching and implementing innovative technology, scheduling, and maximizing the efficiency of internal processes and procedures to better serve HTB clients in our assurance practice. In addition, Ashley helps lead the strategic direction and growth
- [Claire D. Harrell](https://htbcpa.com/team/claire-d-harrell/) - Claire Harrell serves as a director and the chief operating officer of the firm. She is responsible for the day-to-day firm operations and works closely with the Managing Partner to formulate management goals and implement strategic plan items for HTB. She oversees the operations department, including HR, IT, Marketing, and Accounting, and manages the administrative
- [Cole H. Arseneault](https://htbcpa.com/team/cole-h-arseneault/) - Based in our Baton Rouge office, Cole Arseneault serves as a manager in our audit + assurance department. Cole specializes in supporting construction and commercial entities, providing audit and advisory services tailored to their operational and financial needs. Experience: 6 Years with Hannis T. Bourgeois Education: B.S. Accounting—Louisiana State University Professional & Civic Involvements: American
- [Ciara Holland](https://htbcpa.com/team/ciara-holland/) - Ciara Holland serves as a tax manager in our Hammond office, working primarily with construction and small business clients. Specializing in income tax, she is passionate about assisting construction companies and other businesses as they manage compliance requirements and project upcoming tax responsibilities. Experience: 3 Years with Hannis T. Bourgeois 6 Years in Public Accounting
- [Lauren Prosperie](https://htbcpa.com/team/lauren-prosperie/) - Lauren Prosperie is a manager in our Audit + Assurance department located in our Hammond office. She works closely with clients in the construction and financial institution industries, helping them navigate complex financial reporting requirements. With a strong focus on auditing procedures, Lauren helps support reliable and effective audit processes. Experience: 6 Years with Hannis
- [Phillip L. Schmidt](https://htbcpa.com/team/phillip-l-schmidt/) - Phillip Schmidt is a senior manager in our Baton Rouge office, providing strategic guidance and oversight within our tax department. He specializes in serving clients in the auto dealership, manufacturing and distribution, and professional services industries. Experience: 8 Years in Public Accounting 1 Year with Hannis T. Bourgeois Education: B.S. Accountancy—University of Mississippi M.S. Taxation—University
- [Jay Montalbano](https://htbcpa.com/team/jay-montalbano/) - Jay Montalbano serves as managing partner of the firm. As managing partner, Jay oversees all business, financial and operational aspects of the firm’s offices in Baton Rouge, Denham Springs, Hammond, New Orleans, and Alexandria. Jay also concentrates on accounting, assurance, consulting, and growth needs of companies in the construction industry. Through active participation in trade
- [Chase M. Ruiz](https://htbcpa.com/team/chase-m-ruiz/) - Chase M. Ruiz is a tax partner based in HTB’s Denham Springs office. He specializes in corporate and individual taxation, primarily servicing the Construction and Small Business industries. He draws on his diverse client base and experience to help develop comprehensive tax strategies for clients while ensuring current tax compliance. Chase takes pride in helping
- [Glen M. LaBorde](https://htbcpa.com/team/glen-m-laborde/) - Glen LaBorde is an assurance partner and leads HTB’s Auto Dealership practice. Glen prides himself on serving as a trusted advisor to dealerships and owners. He uses his in-depth knowledge of the dealership industry to provide assurance services and advice on operational issues. Glen started his career with a Big Four accounting firm before joining
- [Monica L. Zumo](https://htbcpa.com/team/monica-l-zumo/)
- [Debra M. Whitt](https://htbcpa.com/team/debra-m-whitt/)
- [R. David Wascom](https://htbcpa.com/team/r-david-wascom/)
- [Celeste D. Viator](https://htbcpa.com/team/celeste-d-viator/)
- [Douglas J. Nelson](https://htbcpa.com/team/douglas-j-nelson/)
- [Laura E. Monroe](https://htbcpa.com/team/laura-e-monroe/)
- [Stephen M. Huggins](https://htbcpa.com/team/stephen-m-huggins/)
- [Boyle Henderson](https://htbcpa.com/team/boyle-henderson/)
- [Bruce Harrell](https://htbcpa.com/team/bruce-harrell/)
- [Roy Chenevert](https://htbcpa.com/team/roy-chenevert/)
- [Randy Bonnecaze](https://htbcpa.com/team/randy-j-bonnecaze/)
- [Jenna E. Frederic](https://htbcpa.com/team/jenna-e-frederic/) - Jenna Frederic is a partner in our business assurance practice. Based in our Baton Rouge office, she works closely with clients to provide accounting, assurance, and advisory services across a wide range of industries with a focus on employee benefit plans, construction, and small businesses. Experience: 19 Years with Hannis T. Bourgeois Education: B.S. Accounting—Louisiana
- [Jordan Bloom](https://htbcpa.com/team/jordan-bloom/) - Jordan Bloom is a Manager in our Client Accounting and Advisory Services (CAAS) department. Located in HTB’s New Orleans office, Jordan provides controller and CFO level accounting and advisory services to his clients across various industries. His responsibilities include but are not limited to general ledger reviews, financial statement preparation, period-close tasks, Key Performance Indicator
- [Debbie I. Moran](https://htbcpa.com/team/debbie-i-moran/) - Debbie Moran is a partner in the firm’s New Orleans office providing entrepreneurial clients with tax and consulting services. She concentrates her practice in the areas of individual and business tax planning, S corporation, partnership and individual tax return preparation, estate planning, gift tax returns and preparation of returns for tax exempt organizations. Debbie guides
- [Angela M. Blount](https://htbcpa.com/team/angela-m-blount/) - Angela Blount is a partner who supplies tax compliance, planning and consulting services to the firm’s diverse client base. Based in our Hammond office, she focuses her practice on auto dealerships, multi-state construction contractors and individuals. Angie is an active member of Auto Team America, a national group of accounting and consulting firms serving automotive
- [Shannon E. Wascom](https://htbcpa.com/team/shannon-e-wascom/) - Shannon Wascom is a partner and leads the tax department at HTB. He has over 20 years of experience providing comprehensive tax planning and compliance services to businesses and individuals. Clients depend on Shannon’s expertise with a range of issues, including complex tax matters, forensic accounting, litigation support, and advisory services. His experience also includes
- [Ronald L. Gagnet](https://htbcpa.com/team/ronald-l-gagnet/) - Ronald Gagnet is a partner with HTB and has been for more than 30 years. He founded and serves as the leader of the firm’s Litigation Advisory department. He focuses his practice on litigation support, fraud and forensic accounting, shareholder disputes, and damage calculations. Ronnie has extensive experience in financial analysis, mergers and acquisitions, business
- [Lexie Bogan](https://htbcpa.com/team/alexis-bogan/) - Lexie Bogan is a manager within our CAAS services. Located in our Baton Rouge office, she assists clients with all aspects of their business and daily operations, from initial setup and process implementation to technology conversions and recurring bookkeeping. Lexie provides solutions for miscellaneous questions and problems, conducts financial statement reviews and analyses, and reviews
- [Alicia J. Knighton](https://htbcpa.com/team/alicia-j-knighton/) - Alicia Knighton is a partner in the tax department of our Baton Rouge office. Alicia provides tax compliance, planning, and consulting services to the firm’s diverse client base. She focuses her practice on corporate taxation with an emphasis on construction contractors and multi-state tax issues. Experience: 11 Years with Hannis T. Bourgeois 13 Years in
- [David J. Bourg](https://htbcpa.com/team/david-j-bourg/) - David Bourg is a tax partner serving closely held businesses and their owners across a wide range of industries, including community banking, construction, retail, real estate, and professional services. David’s work with our clients includes tax-efficient planning for business capital transactions and family wealth transfers, as well as representation before federal and state taxing authorities.
- [Uvonne G. Brewer](https://htbcpa.com/team/uvonne-g-brewer/) - Uvonne Brewer is a partner in our audit and assurance department. Based in our Baton Rouge office, Uvonne leads the firm’s Employee Benefit Plans practice. She has extensive experience auditing and consulting with defined contribution plans and defined benefit plans, including 401(K) plans and employee stock ownership plans (ESOPs). Uvonne also performs audits of companies
- [Thomas "Trey" H. Sanders, III](https://htbcpa.com/team/thomas-trey-h-sanders-iii/) - Trey Sanders is a partner of HTB and leads the firm’s governmental industry services. He focuses his practice on providing audit and consulting services to state and local governments and not-for-profit clients including municipalities, parishes, school districts, mortgage authorities, clerks of courts, special districts, and public utilities across south Louisiana. With over 20 years of
- [​​Michelle D. Garbiras](https://htbcpa.com/team/michelle-d-garbiras/) - Michelle Garbiras is a partner focused on helping clients with tax preparation, planning and consulting for small businesses, non-profits, and individuals. Michelle also works on various consulting engagements related to business operations. Before joining HTB, she was the CFO for a non-profit, which gave her invaluable experience and knowledge in the not-for-profit industry. Michelle has
- [John Michael Schmidt](https://htbcpa.com/team/john-michael-schmidt/) - John Michael Schmidt is a manager within our audit services. Located in our Baton Rouge office, he specializes in helping construction companies and not-for-profit organizations ensure they are reporting accurate and complete financial information to their owners, lenders, board members, and donors. Experience: 4 Years with Hannis T. Bourgeois 3 Years in Nonprofit Industry Accounting
- [Erin Oteri](https://htbcpa.com/team/erin-oteri/) - Erin Oteri is a manager within our CAAS services. Located in our Baton Rouge office, she specializes in CFO For Hire work. She provides consulting and advisory services for construction and real estate companies and small business entities, assisting with compilations, financial analysis, and cash management techniques. Erin also assists clients with recommendations and implementations
- [Sheryl G. Young](https://htbcpa.com/team/sheryl-g-young/) - Sheryl Young is a partner in our audit department who has more than 35 years of experience in public accounting and now serves as the firm’s financial institutions practice leader. She focuses on managing and supervising the audit, tax, and consulting services for financial institutions, insurance companies, and other small business clients. Sheryl’s experience includes
- [R. John White, Jr](https://htbcpa.com/team/r-john-white-jr/) - John White is a director in our Baton Rouge office and oversees tax operations for the firm. He works with clients to assist in comprehensive tax planning, strategic consulting, and advisory services with a focus on tax minimization. Experience: 25 Years with Hannis T. Bourgeois Education: B.S. Accounting—Louisiana State University Professional & Civic Involvements: American

## Portfolio Items

- [Outsourced Accounting Services](https://htbcpa.com/services/outsourced-accounting-services/)
- [Consulting Services](https://htbcpa.com/services/consulting-services/)
- [Not-for-Profit Organizations](https://htbcpa.com/services/not-for-profit/)
- [Wealth Management](https://htbcpa.com/services/wealth-management/)
- [Trust + Estate Planning Services](https://htbcpa.com/services/trust-estate-planning-services/)
- [Tax Planning + Preparation](https://htbcpa.com/services/tax/)
- [Mergers + Acquisitions](https://htbcpa.com/services/mergers-acquisitions/)
- [Employee Benefit Plan Audits](https://htbcpa.com/services/employee-benefit-plan-audits/)
- [Audit + Assurance](https://htbcpa.com/services/audit-assurance/)
- [Food + Beverage](https://htbcpa.com/services/food-beverage/)
- [Small Business](https://htbcpa.com/services/small-business/)
- [Professional Services](https://htbcpa.com/services/professional-services/)
- [Governmental](https://htbcpa.com/services/governmental/)
- [Manufacturing + Distribution](https://htbcpa.com/services/manufacturing-distribution/)
- [Financial Institutions](https://htbcpa.com/services/financial-institutions-banks/)
- [Auto Dealerships](https://htbcpa.com/services/auto-dealer/) - HTB is well-equipped to provide invaluable guidance to implement best-practice strategies that drive success across all industries.
- [Construction + Real Estate](https://htbcpa.com/services/construction-real-estate/) - Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.
- [Advisory](https://htbcpa.com/services/advisory/) - Lorem ipsum dolor sit amet, consectetuer anis dis parturient montes, nascetur ridiculus mus.
- [Litigation Advisory](https://htbcpa.com/services/litigation-advisory/)
- [Historic Tax Credit Services](https://htbcpa.com/services/historic-tax-credit-services/)
- [Business Valuations](https://htbcpa.com/services/business-valuations/)
- [Tax Planning + Preparation II](https://htbcpa.com/services/tax-planning-preparation-ii/)
- [Tax](https://htbcpa.com/services/tax-2/)
- [Angela M. Blount, CPA](https://htbcpa.com/services/angela-m-blount-cpa/)
- [Randy J. Bonnecaze](https://htbcpa.com/services/randy-j-bonnecaze/)
- [Gregory H. Brenan II](https://htbcpa.com/services/gregory-h-brenan-ii/)
- [David J. Bourg](https://htbcpa.com/services/1777/)

## Categories

- [Insights](https://htbcpa.com/category/insights/) - Insights
- [Featured Article](https://htbcpa.com/category/featured-article/)
- [Firm News](https://htbcpa.com/category/firm-news/)
- [Topics](https://htbcpa.com/category/topics/)
- [Centennial Celebration](https://htbcpa.com/category/centennial-celebration/)
- [1924 Fund](https://htbcpa.com/category/1924-fund/)
- [OBBBA](https://htbcpa.com/category/topics/obbba/)
- [Year-End Tax Planning](https://htbcpa.com/category/topics/year-end-tax-planning/)
- [Gated Content](https://htbcpa.com/category/gated-content/)
- [Client Success Stories](https://htbcpa.com/category/topics/client-success-stories/)

## Tags

- [Governmental](https://htbcpa.com/tag/governmental/)
- [Tax Prep & Planning](https://htbcpa.com/tag/tax-prep-planning/)
- [Outsourced Accounting](https://htbcpa.com/tag/outsourced-accounting/) - According to the results of a recent survey, one of the primary ways that many companies are committing costly foibles is buying the wrong software.
- [OBBBA](https://htbcpa.com/tag/obbba/)
- [Construction](https://htbcpa.com/tag/construction/)

## Groups

- [Partners](https://htbcpa.com/gs-team-group/partners/)
- [Senior Managers](https://htbcpa.com/gs-team-group/senior-managers/)
- [Associate Partners](https://htbcpa.com/gs-team-group/associate-partners/)
- [Directors](https://htbcpa.com/gs-team-group/directors/)
- [Consulting Partners](https://htbcpa.com/gs-team-group/consulting-partners/)
- [Managers](https://htbcpa.com/gs-team-group/managers/)

## Location

- [Baton Rouge](https://htbcpa.com/gs-team-location/baton-rouge/)
- [Denham Springs](https://htbcpa.com/gs-team-location/denham-springs/)
- [Hammond](https://htbcpa.com/gs-team-location/hammond/)
- [New Orleans](https://htbcpa.com/gs-team-location/new-orleans/)
- [Alexandria](https://htbcpa.com/gs-team-location/alexandria/)

## Industries

- [Auto Dealerships](https://htbcpa.com/gs-team-specialty/automotive/)
- [Construction & Real Estate](https://htbcpa.com/gs-team-specialty/construction-real-estate/)
- [Financial Institutions](https://htbcpa.com/gs-team-specialty/financial-institutions-banks/)
- [Food + Beverage](https://htbcpa.com/gs-team-specialty/food-beverage/)
- [Governmental](https://htbcpa.com/gs-team-specialty/governmental/)
- [Manufacturing and Distribution](https://htbcpa.com/gs-team-specialty/manufacturing-distribution/)
- [Not-for-Profit Organizations](https://htbcpa.com/gs-team-specialty/non-profit/)
- [Small Business](https://htbcpa.com/gs-team-specialty/small-business/)
- [Professional Services](https://htbcpa.com/gs-team-specialty/professional-services/)
- [Healthcare](https://htbcpa.com/gs-team-specialty/healthcare/)
- [Employee Benefit Plans](https://htbcpa.com/gs-team-specialty/employee-benefit-plans/)

## Portfolio Categories

- [Services](https://htbcpa.com/services/services/)
- [Tax](https://htbcpa.com/services/tax/)
- [Industries](https://htbcpa.com/services/industries/)
- [Automotive Dealerships](https://htbcpa.com/services/automotive/)
- [Construction & Real Estate](https://htbcpa.com/services/construction-real-estate/)
- [Food & Beverage](https://htbcpa.com/services/food-beverage/)
- [Governmental](https://htbcpa.com/services/governmental/)
- [Manufacturing & Distribution](https://htbcpa.com/services/manufacturing-distribution/)
- [Not-For-Profit Organizations](https://htbcpa.com/services/not-for-profit/)
- [Small Business](https://htbcpa.com/services/small-business/)
- [Professional Services](https://htbcpa.com/services/professional-services/)
- [Business Valuation](https://htbcpa.com/services/business-valuation/)
- [Employee Benefit Plan Audits](https://htbcpa.com/services/employee-benefit-plan-audits/)
- [Mergers & Acquisitions](https://htbcpa.com/services/mergers-acquisitions/)
- [Outsourced Accounting Services](https://htbcpa.com/services/outsourced-accounting-services/)
- [Trust + Estate Planning Services](https://htbcpa.com/services/trust-estate-planning-services/)
- [Professionals](https://htbcpa.com/services/professionals/)
- [Automotive](https://htbcpa.com/services/automotive-professionals/)
- [Construction & Real Estate](https://htbcpa.com/services/construction-real-estate-professionals/)
- [Small Business](https://htbcpa.com/services/small-business-professionals/)
- [Financial Institutions & Banks](https://htbcpa.com/services/financial-institutions-banks-professionals/)
- [Tax](https://htbcpa.com/services/tax-professionals/)
- [New Orleans](https://htbcpa.com/services/new-orleans/)
- [Hammond](https://htbcpa.com/services/hammond/)
- [Baton Rouge](https://htbcpa.com/services/baton-rouge/)
- [Location](https://htbcpa.com/services/location/)
- [Wealth Management](https://htbcpa.com/services/wealth-management/)