Scott is a CPA and native of Dallas, Texas. He received a BS and MS degree in accounting at Oklahoma State University. After graduation, he worked at a mid-size CPA firm that allowed him to experience a wide range of industries and personal clients. This facilitated his ability to solve business and individual tax situations by using a diversity of resources.
In August 2009, he left the CPA firm to start his own practice. His previous experience gave him the expertise to take a comprehensive approach to small businesses and their owners. He has a passion for helping businesses reach their next goal, whether the goal is getting off the ground, or the goal is selling the business to reward the owners for their years of hard work. His passion remains the same when working with individuals on their tax and financial needs. He provides every tax savings due to every client while executing a framework for their financial health. Scott gives professionalism and energy to the industry, and he is able to facilitate any need that his client may have.
Maurice is a CPA with over 25 years of experience in tax and accounting. He began his career with Deloitte & Touche in Houston before venturing out to practice in Collin County for the past 20+ years. Maurice has extensive
Maurice currently resides in Allen, Texas with his wife Kristi, his two sons Grant and Grayson. He enjoys spending time at the beach or on Lake Texoma with his family and four dogs.
Aside from being a partner at L&H, Kyle is also the owner of Atlas Wealth Advisors where also provides clients with a comprehensive roadmap to meet their financial goals. He spends a considerable about of time on continuing education, attaining advanced designations from The Booth School of Business in Chicago and The Wharton School of Business in Pennsylvania. In addition to writing The Personal CFO, Kyle has been featured in the following:
He’s also been interviewed on Fox News & NBC. An endless passion for entrepreneurship and helping others understand finance guides Kyle’s days, but the reason behind it all centers around maintaining and creating the best possible world for his three favorite girls ever: his wife, Jennifer and his daughters, Olivia & Claire. When he’s not spending time with his family or working, Kyle spends a fair amount of time hunting for spicy salsa around town and reading.
Bryan has more than 30 years of experience in public practice assisting individuals, privately owned businesses and non-profit organizations with tax planning and preparation, accounting, auditing, and consulting. Bryan has expertise in a variety of industries including healthcare, technology, real estate, construction, trucking, and retail. Bryan is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.
Bryan graduated from Stephen F. Austin State University in 1980, receiving a bachelor's degree in business administration. Bryan received his CPA license in Texas in 1983 and earned "Top Ten" recognition for his outstanding test scores.
Bryan is a member of the Dallas Chapter of CPAs and the Richardson Chamber of Commerce. Bryan also holds his Series 6 License.
Bobbi is a CPA with extensive experience preparing state and federal income tax returns for individuals, partnerships, corporations, not for profit, benefit plans, estate, gift, and trust returns. She also handles state sales tax, payroll tax, and state business personal property reports. She has significant experience in oil and gas accounting with the preparation of federal and state tax returns.
Bobbi lived in Southern California and went to California State University at Fresno, where she graduated with a BS Anthropology, before moving to Dallas and obtaining an MS Business Admin from the University of Texas, Dallas.
She has three grown children that live in Boston, Chicago, and Plano. She loves to watch NHL and football. Her hobbies include reading, visiting museums, and traveling.
Chris grew up in Buhler, Kansas, and started her college education at the University of Oklahoma before graduating from Kansas State University with a Bachelor of Science in Business Administration. She is a CPA, licensed in Missouri and Texas.
Chris has been married to her husband Jeff for 25 years, they have two daughters, two Yorkie-Poos, one Australian Shepherd, and one horse. She's a sports enthusiast, either supporting her daughters at their cross country meets, track meets, and high school rodeos; watching the University of Kansas basketball games; or running.
After serving in the United States Air Force, Homer earned a BBA and a Masters of
Homer has 25 years tax experience in public and private accounting. He has extensive tax experience in business practice consulting, tax planning and compliance for both business and individual operations.
Homer is a CPA registered to practice in Texas, Oklahoma
Jeannie graduated Summa Cum Laude from the University of Houston in 1988 with a 4.0 GPA where she received the University’s coveted Accounting Excellence Award.
Included in Jeannie’s 28 years of public accounting experience is an in-depth knowledge of payroll and tax issues affecting individuals, privately-owned businesses & non-profit organizations. She has expertise in a variety of industries including healthcare, technology, construction, real estate, trucking, oil & gas, and retail. She has represented many taxpayers before the IRS and has successfully negotiated Offers in Compromise, Installment Agreements & Audit settlements to help people rebuild their lives.
Jeannie is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. She has extensive expertise in QuickBooks, is a QuickBooks Pro Advisor & is QuickBooks Online Certified.
Brandi was born and raised in Texas. She graduated from Texas Tech University with a BBA in Accounting and a Master of Science in Accounting with a Tax emphasis.
She's married, with two kids and a sweet dog named Millie. She spends her free time volunteering at her kids’ school as the PTA Treasurer, going to my kids sporting events and dance performances and loves to read when she has the time.
Greg earned his undergraduate degree in Business Administration and his Masters of Science in Accounting from Trinity University in San Antonio. Since 2007, Greg has managed tax compliance for high-net-worth individuals and closely held businesses in several large public accounting firms and provided financial planning services for ultra-high-net-worth families at a large multi-family office. Greg enjoys traveling and spending time outdoors hiking, camping, golfing and fishing. He is an avid sports fan who follows the Texas Rangers and the Dallas Mavericks. Greg lives in East Dallas with his wife, Amanda and young son, Theodore.
Jennifer graduated from Baylor University in 2003 with a bachelor’s degree in business administration with a concentration in Finance. Before joining L&H CPAs, her previous experience included twelve years of public accounting in the Dallas Metroplex.
Jennifer has in-depth knowledge of payroll and tax issues affecting individuals, privately-owned businesses, and non-profit organizations. She has expertise in a variety of industries including healthcare, construction, real estate, trucking, oil & gas, and retail. Specifically, she has experience with:
Jennifer has extensive expertise in QuickBooks, is a QuickBooks Pro Advisor & is QuickBooks Online Certified.
Lori grew up in California, studied abroad after high school for one year before ending up in Oklahoma City for 8 years where she graduated from OK City University with a B.S. in accounting. She's called Dallas home since 1990.
She's happily married with four grown children, one grandson, and a 6-year oGoldendoodledle named Ruby. Lori gives back to her community by volunteering at Jewish Family Service and at Temple Emanu- El. She loves to play tennis, practice yoga and play mahjong and poker in her spare time.
Although Jim wasn't born in Texas, as the saying goes, "he got here as fast as he could!" Jim graduated from the University of Texas at Austin but has called Dallas home since 1999.
Jim and his husband, Jeff, are ardent supporters of the East Lake Pet Orphanage where they found their dog, Iris. Most weekends you’ll find them walking Iris around Uptown, or hanging out on a dog-friendly patio enjoying good food with friends.
Paulina works closely with the managing directors, executive committee and staff to direct, manage, and oversee business strategy and firm-level projects that impact excellent client experience. Paulina earned her Bachelor of Science and Master of Science degrees in Personal Financial Planning from Texas Tech University. Prior to joining Atlas Wealth Advisors, Paulina worked in operations for two financial planning firms in the DFW area and gained recruiting experience from a national financial planning recruiting firm.
Paulina was born and raised in El Paso. She relocated to Dallas in 2014 to be with her husband, Stephen. Together they have a son, Noah, and two furry companions, Monster and Maverick. Paulina is an interior design hobbyist, coffee enthusiast, and enjoys authentic Mexican food.
Nasha grew up in St. Paul, MN, where she obtained both LIC Cosmetology and AAS Cosmetology Business certifications.
She's passionate about music, styling hair, writing poetry, cooking, and thrifting. Her hobbies include travel, shopping, trying new restaurants, going to plays, catching live music, and spending time with family.
Lately, she's been spending time attending social and local events getting to know Dallas, having recently moved here.
Tessa has a passion for providing exceptional customer service, which she delivers to our clients and our team with a big smile every day – even during tax season! What’s equally remarkable about Tessa is that she’s a technology whiz too, juggling multiple platforms and software tools with ease. Her experience as an IT Administrator and Operations Assistant, along with studies in Business Administration, has helped us navigate the ever-changing technologies necessary to help run a productive firm.
Tessa calls St. Paul her home with her husband and precious Chihuahua mixed breed, Mini-B. She enjoys the peacefulness of the country, cooking, and crocheting in her spare time.
10000 North Central Expressway
Dallas, TX 75231