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Merger

ATA Expands into Indiana Through Combination with Vowells & Schaaf

Jackson, TN — [December 17, 2025] — ATA today announced a strategic combination with Vowells & Schaaf, LLP (V&S), a respected accounting and advisory firm serving clients across Evansville, IN and the surrounding region. The combination marks ATA’s entry into the Indiana market and reflects the firm’s continued expansion across the Midwest and South.  The firm will adopt the ATA name on January 1, 2026. 

The decision to combine is rooted in a strong strategic alignment between the two organizations. Both ATA and V&S are known for proactive, advisory-minded service, deep regional relationships, and a commitment to client success. ATA’s existing presence throughout Tennessee, Mississippi, and Kentucky, including its close proximity to Henderson and Owensboro, creates a natural extension into southern Indiana. Integrating Vowells & Schaaf’s long-standing Evansville footprint strengthens ATA’s regional position and enhances value for clients and team members alike. 

“From the outset, it was clear that our firms share the same values, the same vision for the future, and the same dedication to exceptional client service,” said John Whybrew, ATA’s Managing Partner. “This combination expands our collective capabilities while preserving the trusted relationships both firms have built over decades.” 

Clients of Vowells & Schaaf will continue working with their long-time advisors, now supported by ATA’s broader resources and expanded service offerings. Through the combination, clients will gain access to a range of new capabilities, including  Managed IT, HR Advisory, Cybersecurity, Automation & Integration Services, International Tax and Assurance. This expanded set of services positions the combined firm to support clients more holistically as they navigate increasingly complex business environments. 

For team members, the combination offers increased opportunities for growth within a larger, connected firm. V&S professionals will benefit from ATA’s established learning and development programs, leadership training initiatives, and expanded career pathways across its regional network. They will also integrate into ATA’s cultural framework, which is guided by the ATA Fundamentals, 25 core behaviors that shape how the firm communicates, collaborates, solves problems, and serves clients every day. 

“Joining ATA allows us to stay true to who we are while giving our clients and our team access to deeper resources, additional expertise, and a broader support system,” said Mark Aiton of Vowells and Schaaf. “It’s a natural fit and an exciting step forward for the future of our firm.” 

Vowells and Schaaf partners, Mark Aiton and Jason Stephens will join ATA as partners. 

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About ATA 

ATA delivers its professional services through ATA, PC and ATA Advisory, LLC, two entities united under the ATA brand. Established in 1940, ATA has grown into one of the region’s leading accounting and advisory firms, known for its expertise, client-centered approach, and strong community commitment. ATA Advisory, LLC provides tax, outsourced business solutions, and advisory services, including HR advisory, cybersecurity, managed IT, and automation and integration services, all designed to build value, drive growth, manage risk, and strengthen operations. ATA, PC delivers audit and attest services grounded in rigorous standards and deep industry knowledge. 

With more than 275 team members and 16 offices across Tennessee, Mississippi, Kentucky, and Indiana, ATA serves clients ranging from emerging businesses to established market leaders. The firm supports organizations in key industries including agriculture, financial institutions, healthcare, nonprofit, utilities, construction and real estate, government, manufacturing and distribution, and private equity. Guided by a commitment to service, integrity, and continuous improvement, ATA combines proven expertise with genuine care to help clients and communities thrive. 

About Vowells and Schaaf 

Vowells & Schaaf, LLP is a full-service accounting firm based in Evansville, Indiana, with four locations across the region. The firm provides tax, accounting, and business consulting services to individuals and businesses, offering practical guidance and personalized support rooted in professionalism, responsiveness, and quality. Vowells & Schaaf is a member of the Indiana CPA Society and a Certified Intuit ProAdvisor. 

 

Categories
Memphis, TN Merger News Press Releases TN

MERGER UNITES MEMPHIS ACCOUNTING FIRM WITH ATA CPAs + ADVISORS PLLC

ATA CPAs + Advisors PLLC

227 Oil Well Rd.

Jackson, TN 38305

FOR IMMEDIATE RELEASE

 

MERGER UNITES MEMPHIS ACCOUNTING FIRM WITH ATA CPAs + ADVISORS PLLC

Memphis, TN. — Regional accounting firm ATA CPAs + Advisors PLLC (ATA) is adding to its West Tennessee presence through a merger with Whitehorn Tankersley & Davis, PLLC (WTD), effective January 1, 2024.

The merger with WTD adds 18 professionals to the ATA team, including Partners Lee Hood and Jeff Hunter as well as Principal Steve Davis. With this merger, ATA will be comprised of 240 employees and 16 locations across four states.

“As a firm our primary focus remains on our clients and our people. We believe that expanding our presence in the Memphis area through the addition of WTD is in line with that focus. With this merger we are adding valuable team members who can help us further expand the opportunities to better serve clients of both firms,” said Managing Partner John Whybrew. “ATA has been built on the principle of always looking for ways to improve and evolve. We believe that expanding our presence in the growing Memphis market and Covington area are another step in that evolution.”

WTD’s 47 years of expertise ranges from tax preparation and accounting services to more in-depth services such as audits, financial statements, and financial planning. It is a premier firm for trust and estate tax reporting.

“We chose to combine practices with ATA because of our common emphasis on serving clients and our core values,” Partner Lee Hood expressed. “As we integrate with ATA, this merger will enhance our capacity to expand our team and strengthen our commitment to addressing clients’ needs. This empowers us to offer customized business strategies that benefit their personal and professional objectives.”

 

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About ATA CPAs + Advisors PLLC (ATA)

ATA is a long-term business advisor to its clients and provides other services that are not traditionally associated with accounting. The ATA Family of Firms consists of a team of experts that can benefit every area of your business. Adelsberger Marketing offers video, social media, and digital content for small businesses; ATAES is a comprehensive human resource management agency; ATA Secure provides cybersecurity services; ATA Technologies provides trustworthy IT solutions; Revolution Partners provides financial planning expertise; and Sodium Halogen focuses on growth through the design and development of marketing and digital products.

ATA has 16 office locations in Tennessee, Arkansas, Kentucky and Mississippi. Recognized as an IPA Top 150 regional accounting firm, it provides a wide array of accounting, auditing, tax and advisory services for clients ranging from small family-owned businesses to publicly traded companies and international corporations. ATA is also an alliance member of BDO USA LLP, a top five global accounting firm, which provides additional resources and expertise for clients.