Dallas CPA Firm

| Get Started Now | 972-421-1099

Bill Paying

accounting services

Personal bookkeeping including paying bills, transferring funds, and making deposits.

Retirement Planning

wealth management

Retirement counseling, 401K plans, distribution planning, and asset protection.

All Family Office Services

wealth management

Investment management, estate planning, philanthropic planning, and more.

Family Office Services in Dallas

L&H CPAs and Advisors partners with business owners, entrepreneurs, high net worth individuals, and successful families to safeguard wealth. When you work with us, we'll help you manage your money and stay on track to reach your financial goals. Our suite of family office services includes bill paying, exit strategies, estate and retirement planning, investment management, and philanthropic legacies. You can count on us to skillfully employ tax planning techniques to ensure that your assets are preserved and protected for the next generation. If you're one of our busier clients, we can even act as a personal CFO and track every dollar that travels to and from bank accounts and investments so you always know where you stand financially.

No matter what family office services you need, we firmly believe that the first step in managing your wealth is listening. We'll take the time to get to know you so we can design a plan that's custom-built to your meet your unique financial objectives and personal preferences. As your advisor, we'll bring clarity to your financial situation and will offer the sound advice to help you make the right decisions for your financial future. Call us today at 972-421-1099 to get started or request your free consultation online now.

Estate Services for Attorneys

L&H CPAs and Advisors is an indispensable estate planning resource for lawyers. We provide estate and trust support, estate tax planning, and fiduciary accounting services behind the scenes to protect your clients and keep them in compliance with current tax laws. Learn more

Meet Your Team

Get to know our experienced CPAs and financial professionals. Read full bios >>

Kyle Walters

CFP, CPWA, CIMA

Kyle Walters

Kyle began his career over a decade ago providing clients with a comprehensive roadmap to meet their financial goals. He spends a considerable about of time on continuing education, attaining advanced designations.

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Scott Henvey

CPA

Scott Henvey, CPA

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.

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Maurice

CPA

Maurice La Verdure Jr., CPA

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.

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