Business Details
50+ Years
experience
Trusted Accounting and Advisory Services in Baton Rouge
Since 1924, Hannis T Bourgeois has established itself as a trusted CPA firm dedicated to delivering personalized accounting, tax, assurance, and consulting services. With a legacy of integrity and expertise spanning over a century, we combine collective knowledge and experience to address the unique challenges of corporations, private businesses, government entities, nonprofits, and individuals. Our team of 150 professionals operates across five Louisiana offices, prioritizing client success through transparency, innovation, and tailored financial guidance.We foster long-term client relationships by maintaining accessibility, ethical practices, and a commitment to navigating evolving business landscapes. Our affiliation with Allinial Global expands our capacity to provide globally informed solutions while preserving our local focus. Through awards like the 2025 Best Place to Work recognition, we demonstrate our dedication to both client satisfaction and employee development, ensuring we remain a leader in the accounting industry.
Services
Audit + Assurance
Business Valuations
Tax Planning
Wealth Management
Mergers + Acquisitions
Outsourced Accounting
Trust + Estate Planning
Litigation Advisory
Employee Benefit Plan Audits
Details
- Year established: 1924
Highlights and features
- We offer over 100 years of combined experience in accounting and advisory services.
- Our team holds specialized certifications including CPA, CFF, and CVA designations.
- We provide industry-specific expertise for automotive, financial institutions, and nonprofits.
- Our Allinial Global affiliation ensures access to global resources and best practices.
- We prioritize transparent communication and client-focused financial strategies.
Services
Audit + Assurance
Our audit and assurance services provide reliable financial reporting through transparent processes and regulatory compliance. We conduct thorough reviews of financial statements, internal controls, and operational procedures to ensure accuracy and trustworthiness. Clients benefit from actionable insights that enhance decision-making and mitigate risks while maintaining adherence to industry standards.
Business Valuations
We deliver precise business valuations for mergers, acquisitions, and legal matters using industry-recognized methodologies. Our analysts assess financial performance, market conditions, and asset values to determine fair business worth. This service supports strategic decisions while meeting requirements for tax, litigation, or transactional purposes.
Tax Planning
Our tax planning minimizes liabilities through customized strategies aligned with evolving regulations. We assist individuals and businesses with compliance, deductions, and structuring to optimize financial outcomes. Services include multistate tax planning, gift tax guidance, and representation during audits.
Wealth Management
We offer comprehensive wealth management focusing on investment strategies, estate planning, and retirement solutions. As fiduciaries, we prioritize client goals through independent advice without third-party commissions, ensuring aligned interests and long-term financial security.
Mergers + Acquisitions
We guide clients through the M&A lifecycle, including valuation, due diligence, and integration planning. Our expertise identifies risks and opportunities to maximize transaction value while ensuring smooth transitions and strategic alignment with business objectives.
People
Jill K. Kindler
CPA/CFF, CVA, JD
Jill Kindler combines legal expertise with accounting credentials to lead complex litigation and valuation cases. With decades of experience, she specializes in forensic accounting, business disputes, and estate planning, providing clients with strategic financial-legal solutions.
Ronald L. Gagnet
CPA, CVA, CFF
Ronald Gagnet oversees business valuations and advisory services, leveraging certifications in valuation and forensic accounting. His work focuses on quantifying economic damages and resolving disputes, offering clients data-driven insights for litigation and transactional matters.
Douglas J. Nelson
CPA
Douglas Nelson leads audit and assurance engagements, emphasizing regulatory compliance and financial transparency. His expertise ensures clients receive accurate reporting and risk mitigation strategies tailored to their industry-specific needs.
Uvonne G. Brewer
CPA
Uvonne Brewer specializes in employee benefit plan audits, ensuring compliance with ERISA and IRS regulations. Her work helps clients maintain plan integrity while addressing operational errors and optimizing retirement benefit structures.
Shannon E. Wascom
CPA
Shannon Wascom manages tax planning and compliance services, focusing on individual and corporate clients. Her strategies minimize liabilities through efficient structuring and adherence to federal and state tax laws.
Questions
What services does Hannis T. Bourgeois offer?
We provide accounting, audit, tax planning, business valuations, wealth management, and consulting services for businesses and individuals.
Which industries do you specialize in?
We serve automotive dealerships, financial institutions, government entities, nonprofits, professional services, and small businesses.
Are your accountants certified?
Our team includes CPAs, Certified Valuation Analysts, and specialists with industry-specific credentials.
How do you handle multi-state tax planning?
We analyze state-specific regulations to develop strategies minimizing tax burdens while ensuring compliance across jurisdictions.
Can you assist with business succession planning?
Yes, we guide owners through transition strategies, including valuation, succession roadmaps, and tax-efficient transfers.
