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Lane Gorman Trubitt, LLP
Aimee
J. Glass
Director of Marketing and Client Development
214.461.1402
aglass@lgt-cpa.com
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Celebrating
55 years, Lane Gorman Trubitt is one of the largest certified
public accounting firms in the Dallas/Fort Worth Metroplex. Dedicated
to serving the middle market, the Firm represents a broad range
of clients including women-owned businesses.
LGT
offers the following traditional and specialized accounting services
to clients in a variety of industries:
Accounting
& Consulting
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Accounts
payable outsourcing
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Agreed
upon procedures engagements
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Bookkeeping,
reconciliations and write-up services
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Budgeting
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Business
entity analysis and structuring
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Buy/sell
agreements
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Compliance
returns including business and personal income tax, franchise,
payroll, sales tax returns, property tax renditions, etc.
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Fringe
benefit wage reporting
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Growth
strategies
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On-site
“controller” or “accountant” outsourcing
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Payroll
reports including W-2s and 1099s
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Peachtree/QuickBooks
set-up, training and consultations
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Personal record keeping,
bookkeeping and bill paying
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Preparation of compiled or
reviewed financial statements
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Preparation of personal financial
statements
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Agreed upon procedures engagements
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Attest and attest-related
services
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Accounting and general business
advice
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Due diligence services
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Initial public offerings
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Internal control reviews
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Audited financial statements
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Regulatory and agency audits
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Securities and Exchange Commission
filings
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Health & welfare benefit
plan audits Retirement Planning Services
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Establishing 401(k) plans
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Establishing 403(b) plans
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Third Party Administration
(TPA)
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Compliance
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Profit sharing plans
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Age weighted plans
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Cross tested plans
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Cafeteria plans
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Dependent care reimbursement
plans
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Medical expense reimbursement
plans
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Retirement plan & payroll
integration
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Investment policy statements
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Business succession planning
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Corporate reorganizations
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Income, gift and estate tax
planning
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Mergers and acquisitions
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Multi-state taxation issues
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Preparation of federal and
state tax returns
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Proactive tax planning
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Representation before taxing
authorities
Advisors Edge Mortgage
Texas
Creative Financial Staffing
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Temporary & project staffing
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Temp-to-hire staffing
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Direct hire, contingent search
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Executive, retained search
interviewing
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Technical skills evaluation
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Criminal background checks
LGT Financial Advisors,
LLC
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Wealth strategies
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Financial planning
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Investment management
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Asset protection strategies
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Business consulting
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Business succession strategies
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Buy/sell strategies
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Employee benefit plan implementation
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Estate and gift planning
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Insurance strategies
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Retirement services
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