Meet Our Team

 

Terry McCullough, CPA, Managing Partner

Terry L. McCullough, CPA, AIF® | Managing Partner

Terry has more than 40 years of accounting experience, with an emphasis in taxation. He specializes in business management, tax advising, cashflow planning, financial projections, and small and medium-sized business successions. Terry has experience in providing tax services to transportation, banking, wholesale and retail distribution, service businesses, construction and land development, and a variety of others.

Terry received a Bachelor of Science Degree in Accounting from Missouri State University. He has previously worked in the Assemblies of God accounting department, and he was a partner in a regional accounting firm in Springfield, Missouri before establishing his own CPA firm.

Terry established McCullough and Associates, LLC in 1992. He is a member of the Missouri Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He has been a board member of both the Greene County Heart Association and the Greene County Estate Planning Council.

When away from the office, Terry enjoys golfing, fishing, being at the lake, and spending time with his family and friends.

Email Terry at TerryM@mca-cpa.net.


Jim Lewis

James M. Lewis, CPA, PFS, CFP®

Jim has more than 34 year of accounting experience, with an emphasis in tax preparation and tax planning for businesses and individuals.  He specializes in business management, tax advising, cashflow planning, financial projections, and small and medium-sized business successions. Jim has experience in providing tax services to a variety of industries including, but not limited to, auto dealerships, transportation, banking, wholesale and retail distribution, service businesses, construction and land development.

Jim received his Bachelor’s Degree in Accounting from Missouri State University.  Prior to joining McCullough and Associates, LLC in 2017, Jim served as the managing shareholder for a large regional accounting firm in Springfield, Missouri.  Realizing how much he missed taking care of his clients personally, helping them with their taxes, and working towards their financial goals, Jim joined McCullough & Associates, where we greatly value personal, hands-on relationships with our clients… something that Jim realized he had missed that comes with being at a smaller firm.

Jim is a member of the Missouri Society of Certified Public Accountants and the American Institute of Certified Public Accountants.  He is also a member of the Financial Planning Association.  Jim currently serves as a board member for Cents of Pride and Lost & Found Grief Center.  He is a former board member of the Springfield Business Development Corporation and a former board member (past president) of Ozarks Food Harvest. 

In his spare time Jim enjoys spending time at the lake with his family, working out, and cheering for the St. Louis Cardinals and St. Louis Blues.

Email Jim at JimL@mca-cpa.net.


Diane R. Smith, CPA

Diane R. Smith, CPA

Diane is a Certified Public Accountant with 19 years of experience in taxes and accounting. She specializes in business management, tax advising, cashflow planning, financial projections, payroll adminsitration, and small and medium-sized business successions. Diane has experience in providing tax services to transportation, banking, wholesale and retail distribution, service businesses, construction and land development, and a variety of others. 

She received a Bachelor's Degree in Accounting from Missouri State University, and has been with McCullough & Associates, LLC since 1999. Diane is also the firm's staff manager.

Diane is a member of the Missouri Society of Certified Public Accountants and the American Institute of Certified Public Accountants. In her free time, Diane enjoys spending time with her husband and children.

Email Diane at DianeS@mca-cpa.net.


Sandra K. Ipock, CPA, CFE

Sandra K. Ipock, CPA, CFE

Sandra is a Certified Public Accountant as well as a Certified Fraud Examiner with 29 years of experience. Her expertise spans many areas of taxation, and she has provided expert witness assistance to attorneys and the U.S. Government. She has also utilized her skills as a Certified Fraud Examiner in a range of fraudulent situations. Sandra has been with McCullough & Associates, LLC since 1998.

Sandra attended University of Missouri- Columbia, where she received a Master’s Degree in Accounting and a Bachelor’s Degree in Political Science. Sandra has served on the Missouri Society Estate Planning Committee and presented accounting topics to several various organizations. She is a member of the Missouri Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Association of Certified Fraud Examiners. In her free time, Sandra enjoys cooking.

Email Sandra at SandyI@mca-cpa.net.


Tracey L. McCullough

Tracey L. McCullough

 

Tracey is the firm administrator at McCullough and Associates, LLC.  In addition to her role as firm administrator, Tracey also has over 30 years of experience in bookkeeping and payroll administration working hands-on with many of our clients over the years.  She has been with McCullough and Associates, LLC since its inception in 1992.

In her free time, Tracey enjoys working out, traveling, and spending time with her family.

Email Tracey at TraceyM@mca-cpa.net.


Meagan Carlton

Meagan R. Carlton, CPA

Meagan joined McCullough and Associates, LLC in 2013. She is a is a Certified Public Accountant and received her Bachelor’s Degree in Accounting from Missouri State University in 2014. Meagan specializes in providing bookkeeping and payroll administration services as well as tax preparation.  

In her spare time, Meagan and her husband enjoy outdoor activities, especially fishing and hunting, and spending time with their families and friends.

Email Meagan at MeaganC@mca-cpa.net.


Taylor Triplett

S. Taylor Triplett, CPA

Taylor joined McCullough and Associates, LLC in 2013.  He is a is a Certified Public Accountant and received his Bachelor’s Degree in Accounting from Missouri State University in 2013. Taylor specializes in tax preparation and accounting services for individuals as well as businesses and trusts.  

Outside of the office, Taylor enjoys spending time with his family and friends and doing CrossFit.

Email Taylor at TaylorT@mca-cpa.net.


photo coming soon

Taylor D. (Slatten) Triplett

Taylor joined McCullough and Associates, LLC in 2013.  She specializes in bookkeeping and payroll administration services as well as tax preparation. She graduated from Missouri State Univeristy with a Bachelor’s Degree in Accounting and a Master's Degree in Business Administration. 

When not at the office, she can be found spending time with family and friends, and doing CrossFit.

Email Taylor at TaylorS@mca-cpa.net

Have you had special medical equipment installed in your home?

Amounts paid for special equipment installed in the home or for improvements may be included in medical expenses, if their main purpose is medical care for the taxpayer, the spouse, or a dependent.

The cost of permanent improvements that increase the value of the property may be partly included as a medical expense. The cost of the improvement is reduced by the increase in the value of the property. The difference is a medical expense. If the value of the property is not increased by the improvement, the entire cost is included as a medical expense.


Association of Certified Fraud Examiners - CFE
Member of AICPA - National professional association for CPAs
Missouri Society of Certified Public Accountants