Joe Lavis
Tax Senior Manager

Joe Lavis works with clients on business and individual tax compliance and consulting with a concentration on partnership and corporate returns. He is mainly focused on the energy industry with clients in the upstream, midstream and oilfield services working with private equity-backedfamily-owned and public companies. Joe’s experience also includes IPO filings for Master Limited Partnerships in the energy industry as well as serving clients in the retail/distributionreal estatemanufacturing, and technology industries.

Professional Certifications

  • Certified Public Accountant (CPA)

Professional Organizations

  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (TXCPA)
  • Dallas Chapter of the Council of Petroleum Accountants Society (COPAS) – Programs Chair


  • B.B.A in Accounting, Baylor University