Recognizing a taxpayer’s responsibility to pay the minimum legal tax necessary but no more, Rick Baumeister’s clients know he considers it his firm’s responsibility to assure absolute efficiency in this regard. How? Through effective strategies, a thorough understanding of industry sectors, in-depth knowledge of state and federal regulations, and by staying close to client business …

Allyson B. Baumeister, a dynamic and dedicated professional, joined Sanford, Baumeister & Frazier, LLP in 2000 as an officer and shareholder. Allyson works tirelessly for businesses of all sizes, maintaining a primary focus on business tax and consulting. She provides her clients with creative resolutions for technical business tax issues and clearly interprets proposed and …

After building a successful CPA practice in Dallas, Donna Hugly merged her firm with Sanford, Baumeister & Frazier, LLP in December 2010 and joined the firm as a partner. Donna’s entrepreneurial background and tireless dedication to both her clients and the profession have allowed her to work with a wide range of clients and given …

Brian Jenke launched his successful career in auditing and advising organizations and companies in 1984 and aligned his skills with SB&F’s leadership in May 1989. Throughout this time, Mr. Jenke has preserved his principal emphasis in the areas of closely-held businesses, non-profit organizations, buying cooperatives, financial institutions, manufacturing, and employee benefit plans. At SB&F, Brian …

Partner Susan S. Roberts enhances SB&F’s corporate leadership through her extensive knowledge and experience providing customized solutions for manufacturing enterprises and professional athletes. With a unique ability to assess important aspects of external and internal financial reporting needs—and to gauge their impact on efficiencies and productivity—Susan’s agile interaction and absolute attention to detail are invaluable. …

As a principal for Sanford, Baumeister & Frazier, LLP, Kate Robinson, CPA, CPP, takes an active role with the firm’s leadership team, joining them to guide the firm, pursue business development, and achieve and exceed client service goals. Kate manages and reviews tax and accounting engagements and leads SB&F’s Business Solutions Services Group, a consultancy …

Carla Petty joined Sanford, Baumeister & Frazier in 2001 and manages Pension Services for the firm. She provides pension consulting and ongoing administration of qualified ERISA plans for clients. Ms. Petty works with other professionals in the ERISA plan market, such as brokers and investment consultants, to deliver a unique and individualized product to each …

As senior tax manager at Sanford, Baumeister & Frazier LLP, Michaela Cromar manages income tax engagements for businesses and individual clients.  Integral to the success of SB&F’s Not-for-Profit industry niche, she brings extensive knowledge from her seventeen years of experience in tax consulting. Ms. Cromar was the Sproles Woodard supervisor focusing on nonprofit organizations, trusts, …

Karen Abernathy is a Senior Audit and Tax Manager.

Carroll Boardway is a Senior Audit Manager.

Megan Terrell is a Senior Audit Accountant.

Candace Blair is a Senior Tax Accountant focusing on the Construction industry.

Kathy Lightfoot is a Senior Tax Accountant.

Lisha Russo is a Tax Accountant.

Jim Rogers is a former partner of SB&F and now serves as Of Counsel.

Debbie Tubbs, CPA, is a Tax Accountant.

Carole Borg is the Firm Administrator for both the Downtown Fort Worth and North Dallas offices.

Estee Rinehart serves as the Director of Marketing for SB&F.

Cara Hugly is the North Dallas Office Coordinator.

Ashley Shedden is the Director of Client Relations and the Executive Assistant for firm partners.

Beth Stokes is part of the Business Solutions Services Team at SB&F.

Judy Rackley is part of the Business Solutions Services team.

Nikki Spitzer is part of the Business Solutions Services team at SB&F.

Kim Danek is a Tax Associate.

Will Fuller is a Tax Associate.

Alex is an Audit Associate.

Allison Wright is a Pension Services Consultant.

Melinda Blue is a Pension Services Consultant.

Paige Treweek serves as an Administrative Intern.

Sarah Brace serves as an Administrative Intern.

Kristy Benton serves as a Tax Intern.

Kay Grace serves as an administrative intern.