Jackson, Howard & Whatley

What Jackson, Howard & Whatley does

Jackson, Howard & Whatley is a private, for-profit professional services firm headquartered in Birmingham, Alabama, founded in 1978. The firm operates with a headcount of 11-50 employees and provides a suite of financial and compliance services to its clients, including tax management, consulting, financial services, accounting, audits, and retirement planning. The service portfolio indicates a full-service CPA practice positioned primarily for individuals and small-to-mid-sized businesses requiring recurring compliance, advisory, and wealth planning support.

The firm's business model is the standard professional services model for a regional CPA practice: fees are generated through billable hours and recurring engagements for tax preparation, audit work, advisory engagements, and retirement planning. Revenue mechanics rely on client retention, partner-led relationships, and the seasonality of tax and audit cycles. The firm has no disclosed technology platform, no proprietary product, and no app or API surface; its competitive position is built on localized client relationships, professional credentials, and continuity of service rather than technology differentiation.

The available source material is thin: the firm's primary online presence (jacksonthornton.com) was blocked behind a robot challenge screen, and no detailed information on management team, customer segments, pricing, partnerships, awards, or financials was obtainable. What is verifiable is the firm's longevity (45+ years in operation), Birmingham base, and six core service lines. What is not verifiable — and therefore cannot be asserted — includes ownership structure, revenue scale, client concentration, and any recent strategic activity.

Name

Jackson, Howard & Whatley

Website

https://jhwcpas.com

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

11–50 employees

Short description

Jackson, Howard & Whatley is a Birmingham, Alabama-based CPA firm founded in 1978 providing tax management, accounting, audit, consulting, financial services, and retirement planning to individual and small-business clients.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

akta.pro secondary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

Keywords

• Tax management services
• Accounting and auditing
• Retirement planning services
• Financial consulting
• CPA firm services

Headquarters

HQ city

Birmingham

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Core offering

Jackson, Howard & Whatley is a professional CPA firm founded in 1978 in Birmingham, Alabama, providing tax management, accounting, auditing, financial consulting, and retirement planning services. The firm operates with 11-50 employees serving local clients with traditional professional accounting and advisory offerings.

Product overview

No product information available in the source data. The source content consists only of a robot challenge/security verification screen page, which does not contain any information about the company's products or services.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Management Services
• Accounting and Auditing Services
• Retirement Planning Services
• Financial Consulting Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Direct peers

• Warren Averett: Top-30 U.S. accounting firm headquartered in Birmingham, AL providing tax, audit, advisory, and wealth management — a closely comparable multi-service regional competitor with a similar Birmingham anchor.
• Cherry Bekaert: Top-25 U.S. accounting and advisory firm with strong Southeast regional footprint, offering tax, audit, advisory, and wealth services — comparable in service breadth and SMB/mid-market orientation.
• Mauldin & Jenkins: Southeast U.S. regional CPA firm with Alabama presence offering tax, audit, and advisory services to closely-held businesses — comparable multi-office regional peer with similar client profile.
• Hancock Askew & Co. Southeast U.S. CPA and advisory firm with offices across Georgia, Florida, South Carolina, and Alabama — comparable regional peer serving similar mid-market business clients.
• Carr, Riggs & Ingram: Top-50 U.S. accounting firm with deep Southeast presence including Alabama, providing tax, audit, and advisory to SMBs — comparable regional multi-service peer with similar client base.
• Jackson Thornton: Large Birmingham, Alabama-based CPA and advisory firm offering tax, audit, accounting, and wealth advisory services — directly comparable regional competitor with overlapping multi-disciplinary offerings.
• Barfield, Murphy, Shank & Smith: Birmingham, Alabama CPA firm offering tax, audit, and advisory services to a similar mix of closely-held business and individual clients — direct local peer in the same service categories.
• BMSS (Bradley, Murphy, Savage & Associates): Birmingham-based CPA and advisory firm providing tax, audit, accounting, and consulting to businesses and individuals — comparable mid-sized local competitor in the same metro.
• Dent Moses Boyd & Bozworth: Birmingham, Alabama CPA firm providing accounting, tax, audit, and advisory to businesses and individuals — a directly comparable local competitor in the same metro and service mix.

Broad incumbents

• FORVIS (formerly Dixon Hughes Goodman): Top-10 U.S. accounting firm formed from the merger of DHG and BKD, with major presence across the Southeast — a larger incumbent that competes for the same mid-market clients in Alabama and adjacent states.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

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 Jackson, Howard & Whatley