Lance has broad experience in federal and state income tax services and consulting on behalf of individuals and privately held businesses. He also supports various clients in IRS and state audits, assists clients with their accounting and payroll needs, and family limited partnerships with trusts and individual owners. Lance’s clients have diverse needs with varying degrees of complexity. While his clients stem from many different industries, he has built a niche working closely with family-owned businesses and restaurants/hospitality entities.
Years of Experience
29
Education
Stephen F. Austin State University, Bachelor’s
Professional & Civic Leadership
Member of Finance Committee for Levine Academy
Professional Credentials
Certified Public Accountant (CPA)
Xero Certified Advisor
