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LICENSED IN:
Texas
EDUCATION:
University of Houston-Downtown
Bachelor of Science in Accounting
CERTIFICATIONS:
Certified Public Accountant (CPA)
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EXPERIENCE
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AREA OF FOCUS
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AFFILIATIONS
Michelle is a licensed CPA in the state of Texas with more than 20 years of experience providing tax and accounting services to a broad spectrum of businesses and industries, executives, family partnerships, and high net worth individuals. Michelle served similar roles at a reputable mid‐size public accounting firm in Houston prior to joining LGT. She serves both domestic and international clients providing accounting services, tax planning, compliance for Federal and multiple jurisdictions, consulting services to clients including real estate, construction, manufacturing, wholesale/retail & distribution, health care, professional service firms, oil & gas service companies, investment companies, and high net worth individuals. Michelle also specializes in international tax planning, compliance, and accounting services for in‐bound investments of closely‐held U.S. entities owned by foreign parents. She also supervises and trains our current tax staff, along with working with her client to research and strategize any additional tax issues.
Construction
Energy
Health Care
High Net Worth
International Tax for In‐Bound Investments
Manufacturing & Distribution
Oil & Gas Services
Professional Service Firms
Real Estate
Wholesale & Retail
American Institute of CPAs (AICPA) — Member
Texas Society of CPAs (TSCPA) — Member
Houston Chapter of TSCPA — Member
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EXPERIENCE
Michelle is a licensed CPA in the state of Texas with more than 20 years of experience providing tax and accounting services to a broad spectrum of businesses and industries, executives, family partnerships, and high net worth individuals. Michelle served similar roles at a reputable mid‐size public accounting firm in Houston prior to joining LGT. She serves both domestic and international clients providing accounting services, tax planning, compliance for Federal and multiple jurisdictions, consulting services to clients including real estate, construction, manufacturing, wholesale/retail & distribution, health care, professional service firms, oil & gas service companies, investment companies, and high net worth individuals. Michelle also specializes in international tax planning, compliance, and accounting services for in‐bound investments of closely‐held U.S. entities owned by foreign parents. She also supervises and trains our current tax staff, along with working with her client to research and strategize any additional tax issues.
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AREA OF FOCUS
Construction
Energy
Health Care
High Net Worth
International Tax for In‐Bound Investments
Manufacturing & Distribution
Oil & Gas Services
Professional Service Firms
Real Estate
Wholesale & Retail
-
AFFILIATIONS
American Institute of CPAs (AICPA) — Member
Texas Society of CPAs (TSCPA) — Member
Houston Chapter of TSCPA — Member
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PRESENTATIONS
Annual tax symposium
Lunch and Learn for Outsourced Accounting Services
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PRESENTATIONS
Annual tax symposium
Lunch and Learn for Outsourced Accounting Services