LICENSED IN:
Texas
EDUCATION:
Abilene Christian University
Bachelors of Business Administration in Accounting
CERTIFICATIONS:
Certified Public Accountant (CPA)
EXPERIENCE
AREA OF FOCUS
AFFILIATIONS
Lee Ann joined LGT in 1987. She has more than 30 years of experience in public accounting. She has served as an audit partner on numerous engagements for the past eighteen years including private and publicly held clients. She also assists clients with unaudited financial statements (compilations and reviews) as well as financial analysis, and small business consultation, planning and taxation. She frequently gives presentations involving financial reporting matters and tax developments.
Construction
Manufacturing
Closely-Held Businesses
Wholesale Distribution
S-Corp Taxation
Not-For-Profit Entities
Partnership Taxation
Individual Taxation
Corporate Taxation
North Texas Chapter American Subcontractors Association (ASA)—Secretary/Treasurer
Dallas Chapter National Association of Women in Construction—Former Treasurer
TEXO—Member
American Institute of CPAs (AICPA)—Member
Texas Society of CPAs (TSCPA)—Member
National Association of Women Business Owners—Former Member
Women’s Finance Exchange, Inc.—Former Member
Dallas Chapter of CPAs—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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Financial Advisors
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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.
Dealer Services
Construction Services
Healthcare Group
Dental Practice
Not-for-Profit
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Real Estate
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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