LICENSED IN:
Texas
Alabama
EDUCATION:
University of Alabama at Birmingham
Bachelor of Science in Accounting
CERTIFICATIONS:
Certified Public Accountant (CPA)
EXPERIENCE
AREA OF FOCUS
AFFILIATIONS
Denise joined LGT in 1998. She serves as principal in Accounting and Consulting Services. Denise has over 35 years of experience in public accounting. Denise provides proactive tax planning and tax compliance services for individual, corporate and partnership clients. She also assists clients with computer software setup, training, payroll and sales tax return preparation, financial analysis, small business consultations and planning.
Healthcare
Corporations
S Corporation
Partnership
Individual
Taxation
Financial Reporting - Compilations and Reviews
Business Personal Property - Compliance and Protests
Payroll Taxes - Audits and Compliance Issues
QuickBooks Pro Advisor
American Institute of CPAs (AICPA)—Member
Texas Society of CPAs (TSCPA)—Member
Dallas Chapter of TSCPA—Member
Alabama Society of Certified Public Accountants—Member
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Part of being a most trusted advisor is taking the time to look at the big picture.
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Tackle Tax Planning Challenges Head On
Tax planning continues to be challenging for businesses. Several valuable tax breaks expired Dec. 31, 2014, and it’s looking more and more likely that we’ll have a repeat of last year, when Congress didn’t extend expired tax breaks until December, giving business little time to implement tax-saving steps accordingly. Read More
The Bipartisan Budget Act of 2015: New Partnership Audit Rules
The Bipartisan Budget Act of 2015 signed into law on November 2, 2015 has gathered a lot of attention lately for its purpose to help the U.S. government avert financial obligations by raising the discretionary spending limit. Read More
LGT is one of the largest professional accounting and advisory firms in the Dallas/Fort Worth metroplex area.
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Tips for Preventing Fraud in Your Organization
If your not-for-profit became a victim of fraud, it wouldn’t just hurt your organization’s bottom line — the infraction also could do devastating damage to your reputation. By implementing some simple controls, though, your organization can help protect itself from these risks. Read More
How to Communicate Financial Information to Patients
The wave of healthcare reform has led to a closer focus on the need for clear, consistent and transparent communication of patient financial information. Read More
8 Tips for Improving Work-Site Productivity
In an industry as labor-intensive as construction, few things can hurt a contractor’s profitability more than unproductive workers. Here are eight tips for improving productivity. Read More
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