Individual & Family Tax Services


Individual, Estate & Gift Tax
  • Business Succession Planning
  • Community Property Divisions
  • Divorce Settlement Tax Analysis
  • Eldercare Planning
  • Estate & Gift Tax Planning
  • Expert Witness Reports
  • Family Gift Planning
  • Income Tax Projections
    • Individuals
    • Estates & Trusts
  • Tax and Financial Planning
    • Retirement Planning
    • Education Savings
    • Charitable Giving Strategies
    • Insurance Needs Evaluation
  • Tax Return Preparation (Federal & State)
    • Corporations (C Corp and S Corp)
    • Partnerships and LLCs
    • Individuals
    • Estates & Trusts
    • Gifts
    • Private Foundations
  • Tax Controversy

Fast Facts

  • One of the largest fiduciary (trust) income tax practices in the city
  • Specially trained professionals with professional designations such as Certified Exit Planning Advisors and Certified Fraud Examiners
  • Professionals with experience including Big 4 accounting firms, industry, and IRS
  • Our niche approach and the depth of our knowledge in individual, trust, estate and gift taxes distinguish us from other CPA firms in the state
  • Team members have years of experience in helping clients to focus on their financial dreams, set realistic goals, and select the strategies that are appropriate to each client’s situation
  • Briggs & Veselka partners with professionals in other service areas to provide our clients with a powerful advisory team
  • Compliance services include income tax returns for you, family members, your trusts and business entities; gift tax returns to report wealth transfers during your lifetime

Steve Awalt

Tax Partner, CPA


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Bob McDonald

Tax Partner, CPA

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Kevin Lovins

Tax Partner, CPA


Find All Individual Tax Professionals

    Angie Armstrong Tax Director, CPA 713-353-1987 EDUCATION ...
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    Beverly Hensley Tax Partner, CPA 979-543-1040 EDUCATION
    Brian Jordan Tax Director, CPA, CFE
    713-353-1980 ...
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    Crystal Gates Tax Partner, CPA 713-353-1955 ...
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    Edward Fowler Forensic, Valuation & Litigation Support Partner, CFA, ASA, ...
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    Forest Xu Tax Partner, CPA 713-366-8529 EDUCATION
    Hal D. Miller Tax Partner, CPA
    512-480-8182 ...
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    Julia Suchman Tax Director, CPA 832-463-4089 ...
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    Kevin Lovins Tax Partner, CPA
    713-353-1914 ...
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    Lynell Lilly Tax Partner, CPA 713-353-1999 ...
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    Marilyn Fowler Tax Director, CPA 713-353-1908 ...
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    Michelle Mullen Tax Partner, CPA
    713-366-8560 EDUCATION
    Rick Westerfield Tax Partner, CPA 832-463-4116 ...
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    Sam Oldroyd Tax Principal, CPA 832-463-4087 EDUCATION ...
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    R. Scott Robertson Tax Partner, CPA
    713-353-1947 ...
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    Virginia Platts Tax Director, CPA, JD, LLM 713-667-9147 ext ...
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