NextGen Tax Services
What we know
Employees over time
▲ 50% since 2024Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2024 | Form 5500 | 8 | $375K |
| 2025 | Form 5500 | 12 | $563K |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| NextGen Tax Services this business | — | — |
| OGDEN & SHOWALTER PLLC Tulsa · 3 employees | $746K | 0.0 mi |
| Guest Janet CPA Tulsa | $736K | 0.7 mi |
| Forensic & Valuation Resources, Pllc Tulsa | $736K | 0.8 mi |
| HINKLE & COMPANY, PC Tulsa · 20 employees | $4.9M | 0.8 mi |
| MORSE CONSULTING INC. Tulsa · 1 employees | $236K | 0.8 mi |
| RUMLEY BUSINESS SERVICES Tulsa · 4 employees | $644K | 1.0 mi |
The full calculation
| Revenue range | — – — |
| EBITDA range | — – — |
| Industry (NAICS) | Tax Preparation Services (541213) |
Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
People & advisors
“Cindy founded NextGen in 2017 after working in private practice for nearly 11 years, and has grown the firm from a solopreneur to a powerhouse team of women with a regional footprint.”
Leadership
- CMCindy McGhee, CPAManaging Director · Company website · source
- CAChristina Armstrong, MBAManager · Company website · source
- SPSedalia Parker, CPAManager · Company website · source
- JTJoy ToburenStrategic Partnership Lead · Company website · source
- TGTinisha GentlesRelationship Success Manager · Company website · source
Advisors
- BankingFirst Oklahoma BankPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| First Oklahoma Bank 7(a) 2022 | All 695 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
Public records
| Nov 2021 | 7(a) | $303K |
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About NextGen Tax Services
NextGen Tax Services is an accounting & tax company in Tulsa, Oklahoma, in business since 2017. It is owned by Jonathan McGhee. It is a location of NEXTGEN TAX SERVICES PLLC. It has about 12 employees.
Common questions
- Who owns NextGen Tax Services?
- NextGen Tax Services is owned by Jonathan McGhee, according to public sources such as the company's website or filings.
- How many employees does NextGen Tax Services have?
- About 12, from its 2025 retirement-plan filing.
- When was NextGen Tax Services founded?
- NextGen Tax Services has been in business since 2017.