Dallas CPA Firm

| Get Started Now | 972-421-1099

Who We Serve

L&H CPAs and Advisors is comprised of CPAs and wealth management professionals with the experience, background, and expertise to understand the key issues that impact your personal financial success. We offer sound guidance and family office services including bill paying, personal CFO services, retirement planning, investment management, and much more. Our clients include:

Entrepreneurs and Executives

We provide business owners, executives, and professionals with a comprehensive package of family office services to meet their unique needs including exit strategies, retirement planning, and estate planning.

Women in Transition

Women going through a divorce or experiencing changes that impact finances benefit from working with us on investment management, tax planning, and other financial services designed to protect wealth.

Successful Families

High net worth families have lots of assets to manage and we can help. We offer bill paying and personal bookkeeping to assist with daily financial needs and can show you how to start a family legacy of philanthropic planning.

Doctors and Medical Professionals

Doctors and medical professionals tend to have a lot of complexity in their personal finances. When one firm is working with you to manage your wealth its much easier to track investments and prepare for the future with succession and retirement planning.


Attorneys

We give attorneys and lawyers a hand with the tax and financial side of estate planning including estate tax return preparation and fiduciary accounting for trustees.

Contact us now at 972-421-1099 to learn more or request a free initial consultation through our website.