Accounting & Tax Service for Professional Service Providers

Services for Professional Services Companies

Audit & Attestation

  • Audit, Review and Compilation of Financial Statements
  • Employee Benefit Plan (401k) Audits

Tax Planning & Preparation

  • Federal/State Tax Planning and Compliance for Corporations and Partnerships
  • Entity Structure Analysis
  • Individual Tax Planning & Compliance
  • Gift & Estate Planning
  • State and Local Tax (SALT) 

Business Advisory

Forensic Accounting

  • Accounting Controversy Matters
  • Expert Testimony

How We Can Assist with Current Professional Services Accounting & Tax Issues

Acquisition & Divestiture

Aging baby boomers who are shareholders in professional services firms are more frequently contemplating A&D activities, which can be time consuming, expensive, and a distraction from serving your own clients.

How to prepare: From valuations to tax planning and operational improvement, Briggs & Veselka’s Acquisition & Divestiture professionals bring industry and transaction knowledge to mergers and acquisitions in professional services, either from a buyer or seller standpoint. For more information, contact Jason Sharp at

Cost Management for Internal Financial Functions

Billing, month-end closings, and reports for lenders can place burdens on your existing finance and accounting staff and impede the cash flow of your operations.

How to prepare: Briggs & Veselka’s Outsourced Accounting Services provides budget flexibility and control when you require interim support of full back office accounting functions. For more information, contact Kevin Stewart at

Accounting Controversy

When accounting firms are involved with lawsuits, they often require independent expert investigation and oftentimes, testimony of findings.

How to prepare: Our professionals have a unique combination of skills:  decades of peer review experience; SEC registrant experience; testifying experience; and a focus on the middle market.  This combination can be effective and credibility in firm defense work related to accounting lawsuits. For more information, contact Sheila Enriquez at

Employee Benefit Plan Compliance

The Department of Labor (DOL) requires many defined benefit plans to have an annual audit, which can be time consuming and costly, even for a plan with fewer than 1000 employees.

How to Prepare: Briggs & Veselka’s Employee Benefit Plan Audit group is in the top 1% of all accounting firms in terms of the number of plans audited; we are recognized as thought leaders in the area and offer reasonable rate structure uniquely suited for middle market professional services firms. For more information, contact Meresa Morgan at

Organizations We Serve

  • Law Firms and Their Partners
  • Medical Practices and Physicians
  • Engineering Companies
  • Architectural Firms and Their Partners
  • Title Companies
  • Employee Benefit Consulting Firms
  • Financial Planning Service Providers
  • Other CPA firms
  • Professional Service Recruiting Firms


Sheila Enriquez

Managing Partner, CPA, JD



Kevin Lovins

Tax Partner, CPA


Fast Facts

  • The firm serves a variety of professional organizations from AMLAW 100 firms to major medical practices in Texas with a variety of outsourced or co-sourced services
  • Especially attuned to the interaction between corporate and personal tax planning and compliance unique to most professional service firms
  • The fact we are hired by other accounting firms speaks to the integrity of our people and our work product
  • Our active peer review process within the accounting industry demonstrates a high level of knowledge and respect among our professional services peers
Find All Professional Services Professionals

    Adam DimmickAudit Partner and Department Chair, CPA, CGMAadimmick@bvccpa.com713-353-1954 EDUCATION B.S. from the University of Redlands in Redlands, California CERTIFICATIONS Certified ...
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    Angie Armstrong Tax Director, CPA 713-353-1987 EDUCATION Kansas State University B.A. in Accounting Magna Cum Laude University of Houston ...
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    Bob McDonaldTax Partner, CPA 713-353-1905 EDUCATIONB.B.A. in Accounting from the University of HoustonCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESConstructionEnergyHealthcareManufacturing & DistributionProfessional ...
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    Brian Jordan Tax Director, CPA, CFE 713-353-1980 EDUCATIONUniversity of AlabamaB.S.B.A.University of Houston - Clear LakeM.B.A.CERTIFICATIONSCertified Public Accountant – TexasCertified ...
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    Crystal Gates Tax Partner, CPA 713-353-1955 EDUCATIONUniversity of ColoradoBSBA in AccountingUniversity of DenverMasters of TaxationCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESConstructionHigh Net ...
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    David Phelps Business Advisory Partner, CPA 713-353-1941 EDUCATIONB.S. in Accounting from the University of HoustonCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESAgricultureConstructionEnergyFinancial ...
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    Debra Seefeld Audit Partner, CPA, CFE 832-246-7565 EDUCATIONB.B.A in Accounting from Sam Houston State UniversityGraduated Magna Cum LaudeCERTIFICATIONSCertified Public Accountant ...
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    Dennis Baonguis Audit Director, CPA 713-353-1966 EDUCATIONUniversity of Santo TomasBachelor of Science in AccountancyCERTIFICATIONSCertified PublicAccountant – TexasINDUSTRIESConstructionHealthcareManufacturing & DistributionProfessional ...
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    Edward Fowler Forensic, Valuation & Litigation Support Partner, CFA, ASA, MAFFedward.fowler@bvccpa.com512-476-8866 CERTIFICATIONSAccredited Senior Appraiser – Business ValuationChartered Financial AnalystMaster Analyst ...
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    Forest Xu Tax Partner, CPA 713-366-8529 EDUCATIONMiami University of OhioMaster in AccountancyCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESAgricultureEnergyFinancial InstitutionsHealthcareManufacturing & DistributionProfessional ...
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    Hal D. Miller Tax Partner, CPA 512-480-8182 EDUCATIONB.B.A. in Accounting from Abilene Christian University in Abilene, TexasCERTIFICATIONSCertified Public Accountant ...
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    Hernie Antonio Audit Director, CPA 713-366-8530 EDUCATIONUniversity of the East, Manila, PhillippinesCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESConstructionEnergyFinancial InstitutionsManufacturing & DistributionProfessional ...
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    Jason Sanders Tax Department Chair, CPA 713-667-9147 EDUCATION B.S in Accounting from Nicholls State University in Thibodaux, Louisiana CERTIFICATIONS Certified ...
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    Jason_SharpTax Partner, CPA JD LLMjsharp@bvccpa.com713-366-8562 EDUCATION B.B.A. in Accounting from the University of Houston Juris Doctorate from South Texas College ...
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    Jeff Mealer State & Local Tax Manager, CPA, JD 713-366-8511 EDUCATIONJD from Texas Tech UniversityMBA in Accounting from Texas ...
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    Joe Alcorta Audit Director, CPAjalcorta@bvccpa.com713-353-1978 EDUCATIONUniversity of HoustonB.S. in AccountingCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESEnergyManufacturing & DistributionProfessional ServicesReal EstateSERVICESPrivate Company Audit ...
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    John Cooney State & Local Tax Partner, CPA 713-353-1903 EDUCATIONB.B.A. in Accounting from Texas Tech UniversityCERTIFICATIONSCertified Public Accountant – ...
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    John Flatowicz Audit Partner, CPA 713-353-1910 EDUCATIONUniversity of NebraskaB.S. in AccountingThe University of TexasMaster in Professional AccountingCERTIFICATIONSCertified PublicAccountant – ...
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    Julia Suchman Tax Director, CPA 832-463-4089 EDUCATIONTexas A&M UniversityB.B.A. in AccountingCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESProfessional ServicesReal EstateSERVICESCorporate Tax Planning ...
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    Kevin Lovins Tax Partner, CPA 713-353-1914 EDUCATIONB.B.A. in Accounting from the University of TexasArlington, TexasCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESHealthcareManufacturing ...
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    Larry Dodson Audit Partner, CPA 512-480-8182 EDUCATIONB.B.A. in Accounting from Hardin-Simmons University in Abilene, TexasCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESConstructionFinancial ...
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    Lynell Lilly Tax Partner, CPA 713-353-1999 EDUCATIONB.S. in Accounting from Houston Baptist UniversityCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESAgricultureEnergyHealthcareManufacturing & DistributionNon-ProfitProfessional ...
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    Marilyn Fowler Tax Director, CPA 713-353-1908 EDUCATIONUniversity of HoustonM.S. in AccountancyCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESEnergyFinancial InstitutionsHealthcareManufacturing & DistributionProfessional ServicesSERVICESCorporate ...
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    Meresa Morgan ERISA Practice & Audit Partner, CPA 713-353-1921 EDUCATIONB.S.B.A. in Accounting from Auburn UniversityCERTIFICATIONSCertified Public Accountant – TexasINDUSTRIESConstructionEnergyManufacturing ...
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    Rick Westerfield Tax Partner, CPA 832-463-4116 EDUCATION Baylor University CERTIFICATIONS Certified Public Accountant – Texas INDUSTRIES Agriculture Energy Financial ...
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    Sam Oldroyd Tax Principal, CPA 832-463-4087 EDUCATION B.B.A in Accounting from University of Houston CERTIFICATIONS Certified Public Accountant – Texas ...
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    R. Scott Robertson Tax Partner, CPA 713-353-1947 EDUCATIONMount Allison UniversityBachelor of Commerce in AccountingCanisius CollegeMasters in ScienceCERTIFICATIONSCertified Public Accountant – ...
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    Sheila Enriquez Managing Shareholder 713-667-9147 EDUCATIONB.S. in Public Accounting, summa cum laude, from Mercy CollegeM.B.A. at Long Island University, ...
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    Virginia Platts Tax Director, CPA, JD, LLM 713-667-9147 ext. 1959 EDUCATION Purdue University B.S. in General Management Accounting Finance ...
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    Xin Xin Tax Partner, CPA 713-366-8501 EDUCATIONTexas A&M UniversityBeijing Medical UniversityCERTIFICATIONSCertified Public Accountant – TexasCertified Financial PlannerINDUSTRIESEnergyHealthcareManufacturing & DistributionProfessional ...
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