The Tax-Exempt Group

(817) 335-9258

Rebecca M. DaVee, CPA - With over 25 years of public accounting experience, Becky has served United Way agencies, mega-churches, television evangelists, international ministries, governmental units, cities and school districts. During the last 10 years she has served as an audit and tax partner for local CPA firms, located in Tulsa, Oklahoma and Fort Worth, Texas. While serving as a partner with Stanfield & O?Dell, P.C. and Rylander, Clay & Opitz, L.L.P., she created 2 industry blogs (www.theministryblog.com and www.missionaccountable.com), providing tax exempt organizations with industry knowledge for financial reporting and compliance. Her new blog, www.beckydavee.com continues to address the diverse issues facing tax-exempt organizations. She currently serves on the board of Day Resource Center and as the chairman for the non-profit committee of the FW Chapter of TSCPAs.  As a sole-proprietor she is licensed to practice in Texas and Oklahoma; is a member of the AICPA, TSCPA, OSCPA and the Rotary Club of FW and a frequent speaker and conference facilitator. Governance, best practices, compliance and mission strategies protecting exempt status are concentration areas for Becky. She can be reached at: DaVee CPA, P.O. Box 1826, Mansfield, TX  76063, by e-mail: becky@daveecpa.com or by (cell) (918) 857-5685.

J. Daniel Beirute, JD - For the past 14 years, Dan Beirute?s legal practice has focused on representation of churches, ministries, and charities in all 50 states.  Dan has assisted hundreds of churches and ministries across the United States in a variety of matters involving attaining and maintaining 501(c)(3) status, as well as general governance issues, contracts, trademarks, employment law issues, and real estate.  Dan has written numerous educational articles for national publications regarding legal issues of interest to churches and ministries.  He is a frequent speaker at non-profit seminars for pastors, lawyers, CPAs, and non-profit leaders.  For the past 10 years, Dan has also served as an adjunct professor at Oral Roberts University Graduate School of Business, where he teaches a Non-profit Legal Issues course for students in the Masters of Non-profit Management program.  Dan is a 1996 graduate of Harvard Law School. He can be reached at: The Law Office of Dan Beirute, 9175 S. Yale Ave., Suite 280A, Tulsa, OK, 74137, by e-mail: dan@uschurchlaw.com or by phone (918) 392-1956.

David DuBois, CPA - With over fifteen years of audit and consulting experience in both private and public accounting, David has served clients from a variety of backgrounds and sizes. These range from not-for-profit clients to for-profit clients and revenues of $500,000 per year to over $100 million per year. Serving as the lead auditor for these clients has allowed David to bring a perspective to his clients that allows them to understand the audit process and be better prepared. David has specialized in the role of trusted financial advisor for not for profit entities ranging from ministries to community service organizations to large universities.  Specific roles served include assisting clients with audit preparation and management, internal audit, cash management, forecasting, budgeting, and controllership/CFO.  Having walked in the shoes of his clients as their advocate, he knows his client?s concerns, needs and how to address them in an effective manner. David is an active member of the AICPA, the OSCPA, and the Tulsa Chapter of the OSCPA where he serves on the CPE committee.  He is an active member of the Broken Arrow Church of Christ, a founding member of the Abouttime Networking Group, and serves as treasurer of his homeowners association. David lives in Broken Arrow, OK and can be reached by e-mail: dmdubois@windstream.net or by phone (918) 408-6560.

Floyd J. Langley, CPA ? With over 5 years of public and private industry experience, Floyd has developed his audit practice with an emphasis in financial reporting for tax-exempt organizations (including religious organizations, mega churches and television evangelists). Prior to becoming an audit partner in the firm of Wingard, Ragsdale & Langley CPA?s, PLLC, Floyd served as an audit manager with Stanfield & O?Dell, P.C. in Tulsa, OK. Floyd?s experience also includes working with religious organizations, municipal and governmental entities, compliance with requirements with the Single Audit Act as defined by OMB Circular A-133 for recipients of governmental funding. Floyd holds a Bachelor of Business Administration (BBA) degree in Accounting from Northeastern State University in Broken Arrow, OK, is a Member of the AICPA, a member the OK Society of CPAs and Vice Chair of his local Rotary Club. Floyd can be reached at: via mail at Wingard, Ragsdale & Langley CPA?s, PLLC, 18 South Vann Street, Pryor, OK  74017, by e-mail: floydjlangley@sbcglobal.com or by phone (918) 825-6441.

Kara Greuel, JD, CPA/CFF - The Allison Firm, PLLC, - With 15 years of public/private accounting experience, Kara?s background includes tax, financial accounting, audit preparation/execution, SEC reporting and compliance. As an attorney, her area of practice has a particular emphasis in estate litigation allegation of fraud and breach of trust by fiduciaries as well as: estate planning; elder law; guardianships and conservatorships; living wills; trusts; probate and estate administration; estate and gift taxation.  Her legal/tax experience provides significant insight to foundations/endowments and board of directors. She received a Bachelor of Business Administration degree in Finance in 1994 from Northeastern State University, a Bachelor of Business Administration degree in Accounting from Langston University in 1995 and a Juris Doctorate degree in 2009 from the University of Tulsa, College of Law.  Kara is a member of various professional organizations including the AICPA, OSCPA, ABA, OBA and currently serves as an officer of the Oklahoma Bar Association Estate Planning, Probate and Trust Section Board.  Kara formerly served on the board of directors for the Court Appointed Special Advocate program of Muskogee and Wagoner counties as well as serving as a volunteer court appointed special advocate on behalf of children for the program. Kara lives in Coweta, Oklahoma and can be reached by e-mail: karagreuel@gmail.com or by phone (918) 640-1391.

Greg Kubes, CPA/Financial Advisor ? Edward Jones - With over 12 years of professional experience, Greg serves his clients as a Financial Advisor with Edward Jones.  In addition to comprehensive financial planning and trust asset management, he serves many organizations with their retirement plans and other related investment/endowment needs. His career started as a CPA with KPMG, LLP, auditing financial statements and retirement benefit plans.  He then worked in Internal Audit, Sarbanes-Oxley compliance, and as Controller.  Greg holds a Bachelors and a Masters in Accounting from Texas Tech University.  He is a member of the TSCPA and is actively involved with the Fort Worth Chapter in leadership and on several committees.  He also serves on the Audit Committee of Catholic Charities Diocese of Fort Worth, and a committee for the Tarrant Area Food Bank. Greg lives and works in Fort Worth, and can be reached at Edward Jones, 4670 SW Loop 820, Fort Worth, TX, 76109, by email at greg.kubes@edwardjones.com or by phone at (817) 737-3100.

John Ratliff, Ashley Voss and Mandy Bankston, CPAs ? Ratliff & Associates P.C. - With over 30 years of professional experience, John is the founding member and President of Ratliff & Associates. The firm is dedicated to serving the specialized needs of religious organizations. They understand the critical relationships within churches and religious organizations and blending skills to deliver the highest quality of service. The firm?s philosophy includes highly trained/experienced professionals working directly with clients to bring immediate impact on their operations and financial reporting. John graduated from Baylor University with a BBA and North Texas State University with a MBA.  He is licensed to practice accounting in multiple states.  His early training was with Arthur Andersen & Co. serving nine years.  John began building an audit, accounting and consulting practice in 1995 with a concentration on churches and religious organizations.  He is an active member of the AICPA, the Texas Society of CPAs and the FW Chapter.  He is a frequent speaker at conferences and CPE on non-profit accounting and auditing. John can be reached via mail at Ratliff & Associates, P.C., 3030 Matlock Rd, Suite 201, Arlington, TX 76015, by phone (817) 795-5046 or by e-mail at jratliff@ratliffcpas.com.

Ashley Voss, CPA, earned a bachelor?s degree in Accounting from Abilene Christian University and has been a CPA for over 6 years. Ashley started his auditing career with Ernst & Young, LLP in Fort Worth, Texas and joined the firm in July 2008.  Mandy Bankston, CPA, earned a BBA in Accounting from the University of Texas, Arlington in 1992 joining the firm?s November 2007. Mandy brings over 17 years? experience in audit and accounting to the firm, including over 3 working with nonprofit organizations. Her diverse background includes experience in internal audit, public accounting, Sarbanes Oxley compliance, recruiting and controllership.

Walt Hatter and David Eason, CPAs ? Hatter and Associates, LLP  With more than 20 years of public accounting experience Walt is founder and managing partner of Hatter & Associates, LLP. The firm provides service to a broad spectrum of industries including non-profits, real estate, healthcare and closely-held businesses. Walt is a Baylor Bear but can be spotted wearing purple to support TCU. He is Chairman of the Board of the Alliance for Children, active in his church and other community organizations. Walt is an active member of the AICPA, the Texas Society of CPAS and the FW Chapter. Walt can be reached via mail at Hatter and Associates, LLP, 1300 South University Drive, Suite 620, Fort Worth, TX, 76107, by phone (817) 335-9258 or by e-mail at walt@hattercpa.com.

David Eason, CPA recently joined Hatter & Associates bringing more than 25 years of international and regional public accounting experience to the firm. David specializes in nonprofit and tax-exempt organizations, manufacturing, wholesale distribution, employee benefit plans, and closely-held businesses. He is a UT alumnus, an active member of his church, and involved in a number of community organizations including the YMCA. David is an active member of the AICPA, the Texas Society of CPAs and the FW Chapter.  David can be reached via mail at Hatter and Associates, LLP, 1300 South University Drive, Suite 620, Fort Worth, TX, 76107, by phone (817) 335-9258 or by e-mail at deason@hattercpa.com.

Dale Brooks (CPA) and Dale Hart (NPO Consultant) ? Jefferson Harmon & Associates, P.C. ? With over 20+ years of professional services, Jefferson Harmon and Associates, P.C., helps organizations plan and execute today's financial environment.  Beginning with goals, specific needs and circumstances, the firm helps minimize pitfalls and maximize opportunities. Dale Brooks' experience includes 16 years in church and nonprofit management, preceded by 15 years of public accounting, corporate leadership, and entrepreneurial start-up.  He has completed a study program at Southwestern Baptist Theological Seminary in church business administration, and is also a graduate of the Stagen Leadership Institute in Dallas. Dale serves on the board of Let?s Start Talking and the advisory board for Impossible Possibilities. Dale can be reached via mail at Jefferson Harmon & Associates, P.C., 840 Thousand Oaks Dr., Hurst, TX  76054, by phone (817) 355-9292 or by e-mail at dale@partnersforbusiness.com.

Dale Hart brings twenty years of experience working with non-profit organizations to Jefferson Harmon. Dale has served as Executive Vice-President of Christ's Haven for Children and Vice-President of Dallas Christian School, as well as Executive Director for Open Arms Home, Teen Lifeline, and the Keller ISD Education Foundation. Dale currently serves on the Board of Directors for Teen Lifeline and on advisory boards for The Mercy Foundation and Impossible Possibilities. Dale can be reached via mail at Jefferson Harmon & Associates, P.C., 840 Thousand Oaks Dr., Hurst, TX  76054, by phone (817) 355-9292 or by e-mail at dhart@partnersforbusiness.com.

Our Tax-Exempt (T-E) group has extensive experience in compliance, governance and mission preservation.  Preserving, protecting and advancing the organization?s mission are the responsibility of those charged with governance. Daily operations are executed by the CEO/President/Executive Director and senior management. Many T-E organizations have been faced with stagnant levels of donations, compared with increased demand for program services. Regulators (including the IRS and grantors) continue to focus on tax-exempt organizations, making reporting requirements complex and cumbersome.  Organizations cannot afford to lose their tax exemption, therefore they must protect and sustain their mission.