Pugh CPAs

Our Team

Pugh CPAs is comprised of over 80 team members that work towards the fulfillment of our firm-wide mission: to enhance the well-being of our employees and the clients we serve.

Our staff is a diverse group of professionals with various backgrounds, experience, interests, and professional specialties to match each unique client. We choose to focus locally because we take great pride in serving the people in our community.

Our devotion to service not only fosters professional excellence, but also encourages personal growth in each staff member.

 

Senior Managers

Allison Braden Johnson | Senior Manager

Allison Braden Johnson, CPA, is a senior manager in the Audit, Accounting and Advisory Services Department. She has experience in accounting and auditing services related to a variety of businesses, including construction contractors, real estate developers, automobile dealerships, wholesalers, manufacturers and retirement plans. Her services include:

  • Financial and compliance audits
  • Review and compilation services
  • Agreed-upon procedures engagements

Allison is a member of the Tennessee Society of Certified Public Accountants.

Allison graduated with highest honors from East Tennessee State University in 1999 with a Bachelor of Business Administration degree with a major in accounting. She graduated from the University of Tennessee, Knoxville in 2000 with a Master of Accountancy degree with an audit concentration.

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Michael J. Heffner | Senior Manager

Michael J. Heffner, CPA (Mike) is a senior manager in the Tax Department providing tax services to a variety of businesses including financial institutions, construction contractors, real estate developers, and manufacturers. He also provides an assortment of tax services to individuals. He is active in the Knoxville Chapter of the Tennessee Society of Certified Public Accountants. His services include:

  • Preparation of corporate, partnership/LLC, individual, trust, and gift tax returns
  • Income tax planning for individuals and businesses
  • Tax projections and researching the tax consequences of various transactions

Mike graduated with honors from The University of Tennessee, Knoxville in 1984 with a Bachelor of Science degree in Business Administration with a major in accounting. In 1985 he graduated from The University of Tennessee with a Master of Accountancy with a tax concentration.

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Travis D. Lowe | Senior Manager

Travis D. Lowe, CPA, is a manager in the Audit, Accounting & Advisory Services Department. He has experience in auditing and accounting services related to a variety of industries, including financial institutions, broker dealers, governmental entities, government contractors, manufacturers, not-for-profits, and other industries.

His services include:

  • Financial and compliance audits
  • Review and compilation services
  • Agreed-upon procedures engagements

Travis is a member of the Tennessee Society of Certified Public Accountants.

He is a 2004 graduate of Tennessee Technological University with a Bachelor of Science degree in Business Administration, with a major in finance. In 2006, he graduated from Tennessee Technological University with a Master of Business Administration with a concentration in accounting.  Additionally, in 2008, he graduated from the Southeastern School of Banking of the Tennessee Bankers Association.

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Kristen P. Mikles | Senior Manager

Kristen P. Mikles, CPA is a manager in the Tax Department. She specializes in providing tax services to businesses and individuals and has various tax experience including financial institutions, rental real estate companies, and wholesalers. She also has extensive experience in multi-state and consolidated returns. Her services include:

  • Review and preparation of corporation, partnership/LLC, and individual income tax returns
  • Consultation with client personnel on accounting assistance matters
  • Research of the tax consequences of various transactions
  • Assistance with representation before the IRS and state taxing authorities

Kristi is a member of the Tennessee Society of Certified Public Accountants and in the past, has served on the Board of Directors of the Knoxville Chapter as

Director-at-Large and Vice President of Education.

Kristi graduated from the University of Tennessee, Knoxville in 1995 with a Bachelor of Science degree in Business Administration with a major in accounting. She also received her Master of Accountancy degree with a tax concentration in 1997 from The University of Tennessee, Knoxville.

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John F. Sutton | Senior Manager

John F. Sutton, CPA, is a manager in the Audit, Accounting and Advisory Services Department. He has over 25 years experience in auditing and accounting services related to a variety of industries, including construction contractors, credit unions, federal government contractors, utility districts, municipalities, school districts, bank trust companies, not-for-profit organizations, wholesalers, homeowners associations, and employee benefit plans.

His services include:

  • Financial and compliance audits
  • Review and compilation services
  • Strategic tax planning & preparation
  • Technical assistance for governmental clients to apply for the GFOA Certificate of Achievement for Excellence in Financial Reporting
  • Peer review services under the AICPA & TSCPA program, including internal inspection
  • Agreed-upon procedures engagements

John is a member of the American Institute for Certified Public Accountants as well as the Tennessee Society of Certified Public Accountants and has been appointed to the TSCPA Peer Review Committee.

He is a 1984 graduate of Middle Tennessee State University with a Bachelors of Business Administration with a major in accounting.

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Justin Irick | Senior Manager

Justin’s primary focus is on helping individuals and business owners reduce their tax burden through planning, consulting and compliance.  He has extensive experience in industries such as real estate, legal, manufacturing, service providers and wholesalers.  Justin has worked with a range of clients from large consolidated, multi-state companies to entrepreneurs just starting their business.

Justin’s services include preparation of corporate, partnership/LLC and individual returns, tax planning, projections, consulting, tax credits, bookkeeping assistance, tax law research, nexus and apportionment issues.

Justin attended the University of Tennessee where he earned a Bachelor of Business Administration (Accounting) and a Master of Accountancy degree.  He holds membership in the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants.

Justin and his family reside in the Karns community.  When he’s not at work, you can find him enjoying time with his wife and two children, attending local sporting events and enjoying a good book.

 

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Daniel Greer | Senior Manager

Daniel Greer, CPA, is a senior manager in the Tax Department. He has experience in serving a variety of individuals and businesses, including real estate companies, convenience stores, wholesalers, manufacturers, and service companies. He also has experience with multi-state taxation. His services include:

  • Preparation and review of business and individual income tax returns
  • Tax law research
  • Federal and State Tax Audit Representation
  • Business Acquisition and Sale planning
  • Tax Planning and Projections

Daniel is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants where he serves on the tax liaison committee. He graduated with highest honors from Olivet Nazarene University in 2006 with Bachelor degrees in Accounting and History.  In 2007, he graduated from the University of Tennessee with a Master of Accountancy degree with taxation concentration.


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Ric Spradlin | Senior IT Auditor

Ric is a Senior IT Auditor in the Audit, Accounting and Advisory Services Department. He was previously employed with the FDIC and with two community banks in information technology. He has extensive experience in management of bank operations, compliance, identity theft protection, intrusion protection and detection systems, investigations, and bank secrecy.

Ric has been directly involved with the use of multiple operating systems and has served as the system administrator of multiple networks/domains.

While with the FDIC, he performed the Information Technology Risk Management Program examination on over 40 banks and data centers. Policies evaluated during the examinations include: Information Security Policy, Internal and External Audit Programs and Policies, Privacy Policy, Internal Controls, IT Risk Assessment, Vendor Management and Business Continuity and Disaster Recovery Plan.

Ric attended Tennessee Technological University and is a graduate of  TBA Tennessee School of Banking and FDIC Information Technology Examiners Training.

Contact Ric by email:  rspradlin@pughcpas.com

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Michael Harvey | Senior Manager Business Valuation

Michael has over 17 years of experience in accounting, finance and consulting.  He is a Senior Manager and the practice leader for the business valuation and litigation support division for Pugh CPAs.

Michael has valued hundreds of businesses and related intangible assets for a wide spectrum of industries and includes services for gift and estate tax planning, economic damages, lost profits, mergers and acquisitions, buy/sell agreements, and marital dissolutions.  Additionally, he has completed many fair market value opinions on various physician/hospital relationships, professional services contracts and administrative service agreements.

He graduated from North Carolina State University with a Bachelor of Science in Accounting and earned his Masters of Business Administration from the University of Tennessee.

Certifications and Accreditations

  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • Certified in Financial Forensics (CFF)
  • Certified Fraud Examiner (CFE)
  • Chartered Global Management Accountant (CGMA)

Professional Association Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • Tennessee Society of CPAs (TSCPA)
  • Association of Certified Fraud Examiners (ACFE)
  • Knoxville Estate Planning Council (KEPC)

Contact Michael by email:  mharvey@pughcpas.com

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Managers

 

 Carol C. Faircloth | Manager

Carol C. Faircloth, CPA, is a manager in the Tax Department. She specializes in providing tax services to individuals and businesses. Her experience is with a variety of businesses, including construction contractors, real estate developers, and retailers. She also has experience with both multi-state and consolidated returns.

Her services include:

  • Preparation and review of individual, corporate, partnership/LLC, trust and gift tax returns
  • Preparation of compiled financial statements
  • Consultation with clients on accounting assistance matters and accounting software
  • Research on tax consequences of various transactions
  • Tax projections

Carol is a graduate of the University of Illinois and a member of the American Institute of Certified Public Accountants as well as the Tennessee Society of Certified Public Accountants. She has been a CPA in East Tennessee since 1986.

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Lannette Hixson | Manager

Lannette Hixson, CPA, CFE, MBA is a manager in the Audit, Accounting and Advisory Service Department. Lannette specializes in governmental, not for profit and financial institutions accounting and auditing. Additionally, Lannette has Public Company Accounting Oversight Board auditing, financial reporting and compliance experience for the manufacturing industry. Services include:

  • Financial and compliance audits
  • Review and compilation services
  • Agreed-upon procedure engagements

Lannette is a member of the Tennessee Society of Certified Public Accountants, American Institute of Certified Public Accountants and the Association of Certified Fraud Examiners.

Lannette graduated with her Bachelor of Business Administration Degree with a concentration in accounting from East Tennessee State University in 1998. She later graduated with her Masters of Business Administration from East Tennessee State University in 2010.

Lannette has served her community through positions such as Chairman of Keep Greene Beautiful and Board of Director for the Exchange Club of Greeneville. Lannette was awarded Exchangite of the Year award in 2007 and graduated from the Greene County Partnership Leadership Program in 2008.


Michelle Huffman | Manager

Michelle R. Huffman, CPA is a manager in the Audit, Accounting and Advisory Services Department. She has served clients in auditing and accounting services related to a variety of industries, including local governments, employee benefit plans, not for profit organizations and other small businesses. She is a member of the firm’s employee benefit plan practice.

Michelle’s experience also includes information systems analysis and internal control evaluation for small to medium size entities.

Her services include:

  • Financial and compliance audits
  • Review and compilation engagements
  • Agreed-upon procedure engagements

Michelle graduated from the University of South Florida with a Bachelor of Science in Business Administration with a major in accounting. She is a member of the American Institute of Certified Public Accountants as well as the Tennessee Society of Certified Public Accountants.

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Keith O’Connor | Manager

Keith O’Connor, CPA is a manager in the Audit, Accounting and Advisory Services Department. He has served clients in auditing and accounting services related to a variety of industries, including financial institutions, construction contractors, real estate developers, manufacturers, local governments, and not for profit organizations. Some of his services include:

  • Financial and compliance audits
  • Review and compilation engagements
  • Agreed-upon procedure engagements

Keith graduated from the University of Tennessee with a Bachelor of Science in Business Administration with a major in accounting in 2008. He is a member of the American Institute of Certified Public Accountants as well as the Tennessee Society of Certified Public Accountants.

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W. Aaron O’Dell | Manager

W. Aaron O’Dell, CPA is a manager in the Audit, Accounting and Advisory Services Department. He has served clients in auditing and accounting services related to a variety of industries, including employee benefit plans, manufacturers, churches, wholesalers and other small businesses. He is a member of the firm’s employee benefit plan practice.

His services include:

  • Financial and compliance audits
  • Review and compilation engagements
  • Agreed-upon procedure engagements
  • SOC engagements

Aaron graduated from Tennessee Tech University with a Bachelor of Science in Business with a major in accounting in 2007. He also completed his Masters in Business Administration with an emphasis in Accounting from Tennessee Tech University in 2012. He is a member of the Tennessee Society of Certified Public Accountants, Young Professionals Knoxville, TNAchieves Mentorship Program as well as the Chamber of Commerce Business Ambassador Program.

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Jacob Pratt | Manager

Jacob Pratt, CPA, is a manager in the Tax Department. He has experience in providing tax services to individuals and businesses, including real estate companies, wholesalers, restaurants and non-profit organizations. Jacob also has experience with multi-state and consolidated tax returns. His services include:

  • Preparation of corporate, partnership/LLC, and individual tax returns
  • Income tax planning and projections for individuals and businesses
  • Tax law research

Jacob is a 2008 graduate of the University of Tennessee with a Bachelor of Science degree in Business Administration, with a major in accounting. In 2009, he graduated from the University of Tennessee with Master of Accountancy degree with a concentration in taxation. He is a member of the American Institute of Certified Public Accountants as well as the Tennessee Society of Certified Public Accountants.

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Kelly  A. Tucker | Manager

Kelly A. Tucker, CPA, is a manager in the Tax Department.  She specializes in providing tax services to individuals and businesses.  Her experience is with a variety of businesses, including real estate companies, wholesalers, manufacturers and non-profit organizations.  Kelly also has extensive experience with multi-state and consolidated tax returns.

Her services include:

  • Preparation and review of corporate, partnership and individual income tax returns
  • Preparation of compiled financial statements
  • Consultation with clients on accounting assistance matters
  • Researching tax consequences of various transactions
  • Tax projections
  • Kelly is a member of the Tennessee Society of CPAs.

Kelly is originally from Canada and attended college Union College in Barbourville, Kentucky on a golf scholarship.  She graduated in 2002, with a Bachelor of Science in Business Administration, with a major in Accounting.  Additionally, she earned her Masters Degree in Business Administration in 2003 from Tennessee Technological University.

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