Leadership

Joe Lavis has significant experience advising clients on tax and advisory matters with a focus on partnerships, corporations, and high net-worth individuals. He primarily works with private equity portfolio companies and middle market entities in the energy, real estate, manufacturing, distribution & retail, and professional services industries.

Joe’s experience includes assisting public and private companies with the preparation and review of their annual tax returns and estimated payments, mergers and acquisitions, partnership targeted allocation considerations & calculations, start-up accounting, and other general tax consulting and accounting projects.

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

Education

  • B.B.A in Accounting, Baylor University