Pattillo, Brown & Hill

What Pattillo, Brown & Hill does

Pattillo, Brown & Hill, L.L.P. is a privately held, full-service Certified Public Accounting and business consulting firm founded in 1923 and headquartered in Waco, Texas. The firm operates across five offices in Waco, Temple, Hillsboro, and Houston, Texas, plus Albuquerque, New Mexico, employing over 130 professionals serving government entities, financial institutions, mid-market private companies, not-for-profit organizations, healthcare providers, and individual clients.

The firm's service portfolio spans six core practice areas: Taxation Services (planning, preparation, IRS representation, estate and gift planning), Accounting and Business Consulting (bookkeeping, payroll, financial reporting), Corporate Audit and Business Valuations, Financial Institution Services (ACH audits, Bank Secrecy Act audits, call reports, regulatory compliance), Government Assurance, Consulting and Advisory (financial statement audits, single audits, GASB technical support for 150+ government entities), and Employee Benefits Administration through a dedicated PB&H Benefits Platform sub-brand. The firm is tied for #2 among 104 Texas school district audit firms as of 2022 and is a member of the AICPA Governmental Audit Quality Center and AICPA National Peer Review Committee.

The business model is engagement-based professional services billing using hourly or fixed-fee structures across tax, audit, advisory, and compliance engagements, with no publicly disclosed pricing. Go-to-market is partner-led direct sales supported by referral-based growth from the firm's 100-year regional reputation. Technology infrastructure relies on standard off-the-shelf platforms (QuickBooks, CCH ProSystem fx Engagement, CCH ShareSafe, Employee Navigator, Swizznet) with no proprietary technology products. The firm is owned by its partners, has no parent company or venture backing, and has not disclosed any M&A, funding, or ownership changes.

Name

Pattillo, Brown & Hill

Legal name

Pattillo, Brown & Hill, L.L.P.

Website

https://pbhcpa.com

Company type

Private

Founded year

1923

Operating status

Operating

Headcount range

101–250 employees

Short description

Pattillo, Brown & Hill is a Texas-based CPA and business consulting firm founded in 1923, employing 130+ professionals across five offices in Texas and New Mexico. It serves government entities, financial institutions, mid-market companies, nonprofits, and individuals with tax, audit, advisory, and government assurance services.

Ownership category

akta.pro rank

Product category

Certified Public Accounting & Business Consulting

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Certified public accounting
• Tax planning services
• Audit and attestation
• Government assurance services
• Business consulting

Headquarters

HQ city

Waco

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. Professional Services Billing: Fee-based professional services including tax preparation, audit engagements, business consulting, and advisory services. Revenue generated through hourly billing or fixed-fee engagements for accounting, tax planning, governmental auditing, and financial institution services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Pattillo, Brown & Hill, L.L.P. is a full-service Certified Public Accounting and business consulting firm organized across six core practice areas: Taxation Services, Accounting and Business Consulting, Corporate Audit, Business Valuations, Financial Institution Services, and Government Assurance, Consulting & Advisory. The firm delivers tax planning and preparation, audit and attestation, regulatory compliance, governmental auditing, employee benefits administration, and business valuation services to clients across Texas and New Mexico, including government entities, financial institutions, corporations, not-for-profits, and individuals.

Product overview

Pattillo, Brown & Hill is a full-service Certified Public Accounting firm offering a comprehensive suite of professional services organized across six core practice areas: Taxation Services, Accounting and Business Consulting, Corporate Audit, Business Valuations, Financial Institution Services, and Government Assurance Consulting & Advisory. The firm also offers Employee Benefits Services through its dedicated PB&H Benefits platform. Services are delivered across offices in Waco, Temple, Hillsboro, and Houston, Texas, and Albuquerque, New Mexico, serving clients ranging from sole proprietors to large organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Taxation Services Comprehensive tax planning and preparation services including personal and corporate tax return preparation, tax planning, IRS representation, state and local tax planning, estate and gift planning, and retirement planning for businesses, individuals, and entities.
• Accounting and Business Consulting Bookkeeping, financial reporting, payroll processing, sales tax reporting, and business consulting services that enable business owners to maintain accurate financial records and focus on operations.
• Corporate Audit Audit and attestation services for private companies, not-for-profit organizations, and employee benefit plans, including financial statement audits and compliance audits under AICPA standards.
• Business Valuations Customized business valuation services including estate or gift tax valuations, transaction valuations, and retirement planning valuations for businesses and business owners.
• Financial Institution Services Specialized audit and consulting services for financial institutions including ACH audits, Bank Secrecy Act audits, director's examinations, call reports, and regulatory compliance audits.
• Government Assurance, Consulting & Advisory Audit and consulting services for government entities including state agencies, cities, counties, school districts, and regional planning commissions, featuring financial statement audits, single audits, and GASB standards training.
• PB&H Benefits Platform Dedicated benefits management platform for employee health insurance, retirement plans, and cafeteria benefit administration, offered through a separate sub-brand.

Quantifiable outcome

• Ranked tied for #2 among 104 accounting firms auditing school districts in Texas as of 2022
• +1 more outcomes

Named customers9 records

Segments5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• Government Finance Officers Association (GFOA)coreStrategic or Co-development PartnerStrategic alliance supporting development and delivery of government audit and consulting services. GFOA provides resources and standards guidance for government financial management.
• Government Finance Officers Association of Texas (GFOAT)coreStrategic or Co-development PartnerState-level strategic alliance for government finance officers, supporting government audit practice in Texas.
• Texas Association of School Business Officials (TASBO)coreStrategic or Co-development PartnerStrategic alliance supporting school district financial management and audit services, aligned with firm's #2 ranking in Texas school district auditing.
• Texas Association of Regional CouncilsminorStrategic or Co-development PartnerPartnership supporting regional council audit and consulting needs across Texas.
• Texas Association of County AuditorsminorStrategic or Co-development PartnerAlliance supporting county-level government auditing and financial management requirements.
• American Institute of Certified Public Accountants (AICPA)coreStrategic or Co-development PartnerFirm is member of AICPA National Peer Review Committee and AICPA Governmental Audit Quality Center, demonstrating quality standards compliance and access to professional resources.
• Texas Society of Certified Public AccountantscoreStrategic or Co-development PartnerState-level CPA professional organization membership supporting professional standards and networking.
• Texas Bankers AssociationcoreStrategic or Co-development PartnerProfessional affiliation supporting financial institution audit and consulting services in Texas banking sector.
• Independent Bankers Association of TexascoreStrategic or Co-development PartnerProfessional affiliation for independent bank audit services in Texas.
• Texas A&M Commercial Banking ProgramminorStrategic or Co-development PartnerProfessional affiliation supporting financial institution training and professional development.

Scale indicators5 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Whitley Penn: Texas-based full-service CPA and advisory firm of comparable size, offering audit, tax, and consulting services across similar Southwest geographies with similar mid-market positioning.
• Weaver (Weaver and Tidwell): Large Texas-based CPA firm with comparable practice mix including governmental audit, financial institution services, and energy industry specialization, directly competing in the same regional mid-market segment.
• Lane Gorman Trubitt: Texas-based regional CPA firm offering audit, tax, and advisory services with similar mid-market focus and comparable size, competing for similar client profiles in the Southwest.
• TravisWolff: Texas-based CPA and advisory firm serving closely comparable mid-market clients with similar service offerings in audit, tax, and business consulting across the Southwest.
• Eide Bailly: Top-25 U.S. CPA firm with significant Texas presence, comparable multi-office regional structure, and similar governmental and financial institution audit practices.
• Wipfli: Top-20 U.S. regional CPA firm with comparable practice mix and similar size range, competing in governmental audit, financial institutions, and middle-market advisory segments.
• Plante Moran: Large U.S. regional CPA firm with similar partnership model, comparable size, and overlapping practice areas including governmental audit and financial institution services.

Broad incumbents

• Forvis (formerly BKD / Dixon Hughes Goodman): Larger national CPA and advisory firm with Texas offices, broader geographic reach and wider service portfolio, competing for many of the same mid-market and government engagements.
• BDO USA: Major national accounting firm with Texas presence offering audit, tax, and advisory services, competing for larger mid-market and government clients with broader scale and global resources.
• RSM US: Mid-tier national CPA firm with strong Texas presence serving middle-market clients with similar audit, tax, and consulting services, competing for clients at the upper end of PB&H's range.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/pbhcpa
• LinkedInlinkedin.com/company/pattillo-brown-&-hill-l.l.p
• Instagraminstagram.com/pbh_llp
• Xx.com/pbhcpa

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pattillo, Brown & Hill