Business Details
50+ Years
experience
Trusted Accounting & Advisory Services in Dallas & Houston
Since 1950, Lane Gorman Trubitt has served as a trusted accounting and advisory firm dedicated to the middle market. Our team combines decades of experience with a client-first philosophy, offering tailored accounting, audit, tax, and consulting services to individuals and organizations across diverse industries. We prioritize understanding each client's unique operational intricacies to deliver customized solutions that drive growth and long-term success.Recognized for our award-winning culture and community engagement, we maintain affiliations with global networks like PrimeGlobal to provide comprehensive expertise. Our commitment to innovation, integrity, and professional excellence has earned us recognition as one of the largest accounting firms in the Dallas/Fort Worth and Houston metro areas, with a track record of serving over 2,700 clients and contributing to local nonprofit initiatives.
Services
Assurance Services
Financial Advisory
International Tax
Tax Services
Construction/Real Estate
Dealer Services
Dental Practice
Healthcare
Not-for-Profit
State & Local Tax
Details
- Year established: 1950
Highlights and features
- We offer 70+ years of experience serving middle-market businesses across diverse industries.
- Our PrimeGlobal network provides access to global expertise while maintaining local service delivery.
- Award-winning culture recognized by INSIDE Public Accounting and AccountingToday.
- Specialized teams focus on construction, healthcare, dental practices, and nonprofit sectors.
- Client-centric approach combines personalized service with innovative, holistic solutions.
Associations and certifications
- American Institute of Certified Public Accountants
- Public Company Accounting Oversight Board
- PrimeGlobal
Services
Assurance Services
Our assurance services provide comprehensive audits, internal control reviews, and regulatory compliance support. We specialize in SEC filings, IPO readiness, and employee benefit plan audits. Our AICPA-affiliated team delivers tailored solutions for public companies and private enterprises, ensuring financial transparency and regulatory adherence through PCAOB-registered processes.
Tax Services
We offer strategic tax planning, business succession, and multi-state tax compliance solutions. Our services include merger/acquisition tax support, transfer pricing, and representation before tax authorities. With expertise in federal, state, and local tax matters, we help clients minimize liabilities while maintaining compliance across complex regulatory environments.
International Tax
Our international tax team provides cross-border compliance and advisory services. We assist with foreign entity structuring, withholding tax optimization, and global supply chain tax strategies. Through PrimeGlobal partnerships, we offer coordinated support for audits and tax filings in over 100 countries, serving clients expanding into international markets.
State & Local Tax
We specialize in state and local tax compliance, nexus studies, and sales tax optimization. Our services include property tax appeals, voluntary disclosure agreements, and multi-state tax credit identification. With expertise in Texas and national markets, we help businesses minimize tax exposure while maintaining compliance across jurisdictions.
Estate Planning
Our estate planning services focus on minimizing tax burdens through customized trusts, gifting strategies, and business succession plans. We help clients structure comprehensive wealth transfer solutions while addressing charitable giving and family provision needs. Our team provides employer-sponsored estate planning benefits for corporate clients.
People
Kevin Warneke
Accounting & Consulting Services Lead Partner
Kevin Warneke leads LGT's accounting and consulting services with over 20 years of experience in financial reporting and business advisory. He specializes in serving venture capital-backed companies and provides strategic guidance for growth-oriented businesses.
Sara Godecke
Assurance Services Lead Partner
Sara Godecke directs LGT's assurance practice with expertise in public company audits and regulatory compliance. She oversees SEC filings and complex attestation engagements for clients in various industries, maintaining AICPA center memberships.
David Hill
Estate, Gift & Trust Lead Partner
David Hill specializes in estate and trust taxation with extensive experience in wealth transfer strategies. He leads LGT's comprehensive estate planning practice, helping individuals and corporations structure effective succession plans.
Matt Peck
International Tax Lead Partner
Matt Peck leads international tax services with expertise in cross-border transactions. He coordinates global tax compliance through PrimeGlobal partnerships, advising clients on foreign operations and multi-jurisdictional tax strategies.
Jon Wellington
SALT Principal
Jon Wellington specializes in state and local tax matters with legal expertise in tax controversy resolution. He advises clients on nexus studies, sales tax compliance, and multi-state tax optimization strategies for businesses of all sizes.
Questions
What accounting services do you offer for middle-market businesses?
We provide audit, tax, and consulting services tailored to middle-market companies, including financial reporting, regulatory compliance, and strategic advisory.
How do you handle multi-state tax compliance?
Our SALT specialists conduct nexus studies, optimize sales tax treatment, and help minimize state income tax liabilities through strategic planning.
Can you assist with international tax matters?
Yes, through our PrimeGlobal network, we offer coordinated international tax compliance, cross-border structuring, and global supply chain tax strategies.
What industries do you specialize in?
We focus on construction, healthcare, dental practices, nonprofits, and dealer services with industry-specific expertise and tailored solutions.
Do you offer estate planning services for businesses?
Yes, we provide corporate-sponsored estate planning programs to help businesses attract talent through customized employee benefits packages.
How do you ensure quality in audit services?
Our AICPA-affiliated team follows PCAOB-registered processes and participates in quality control centers for employee benefit plan audits.
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Reviews (1)
Scot C.
Aug 14, 2012
Report
Horrible, Big CPA firm with no customer service. If your a public traded company they care. Small business? They only care for your money. Tired of paying 10k a year and having the information still be wrong.
