Rick Baumeister has been catalyzing client business growth and profits since 1984. His work with businesses and their owners confidently resolves technical tax planning and compliance issues. His exceptional insight sustains his prominent position as a sounding board for senior management regarding proposed purchases, sales, and other business transactions. And his sound responses to questions …

Allyson B. Baumeister, a dynamic and dedicated professional, joined Sanford, Baumeister & Frazier, LLP in 2000 as partner. 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 existing business tax …

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 Sanford, Baumeister & Frazier’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. …

Partner Susan S. Roberts enhances SB&F’s corporate leadership through her extensive knowledge and experience providing customized solutions for manufacturing enterprises and serial entrepreneurs.  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.  …

Carla Petty joined Sanford, Baumeister & Frazier, LLP, 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 attorneys, brokers, investment counselors, and other professionals in the ERISA Plan market 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. Formerly, Ms. Cromar was the Sproles Woodard supervisor focusing on nonprofit organizations, …

Karen Abernathy is a Senior Audit Manager.

Carroll Boardway is a Senior Audit Manager.

As an Audit Manager for Sanford, Baumeister & Frazier, LLP, Megan Terrell, CPA, takes an active role in the firm’s audit practice while continually providing clients with the highest level of service. Active in the project management of audit engagements, Megan builds and nurtures strong working relationships with clients.   As a member of the firm’s growth …

Kathy Lightfoot is a Senior Tax Accountant and  graduated from University of Texas at Arlington with an MS in Accounting in 2002.  She became a CPA in 2005.  Kathy has worked for SB&F since 2002 and prior to that worked for a CPA in Colleyville while attending The University of Texas at Arlington.  Prior to returning to college, I was …

Currently a tax manager for Sanford, Baumeister & Frazier, LLP, Candace Blair, CPA, has been with SB&F since 2010 when she joined the firm as a Senior Tax Accountant.  With over nine years of public accounting tax experience, Candace serves as SB&F’S State and Local Tax (SALT) practice leader consulting with clients who have multi-state activities.  …

As a Senior Tax Accountant for Sanford, Baumeister & Frazier, LLP, Kim Danek, CPA, has been with SB&F since 2007 when she began as an administrative intern.  After completing her degree, she was promoted to Tax Associate.  She received her CPA certification on February in 2012 and was promoted to Senior Tax Accountant shortly thereafter. …

Jim Rogers currently serves as Of Counsel for Sanford, Baumeister & Frazier, LLP.   After he earned his BBA from Texas Tech University in 1973, he worked Brantley, Spillar & Frazier, CPAs until 1980 when he opened his own private practice.  In 1984, Mr. Rogers joined forces with Leonard Brantley and Curtis Frazier to form Brantley, …

Lisha Russo is a Tax Accountant who received her Masters degree in Accounting from the University of North Texas.  Growing up in a military family, Lisha has lived all over the United States and now resides in Plano, TX, where she and her husband share their home with three dogs.  She enjoys being the mother of …

As an accountant for Sanford, Baumeister & Frazier, LLP, Debbie Tubbs, CPA, takes an active role within the firm’s Business Solutions Services Group, a consultancy service for small and emerging businesses.  With over 10 years of accounting experience, Debbie contributes extensive accounting industry knowledge to her clients. Beginning her career as an Audit Staff 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.  Originally from Tyler, TX, she received her Bachelor of Science degree form Texas Women’s University with certification in Physical Therapy and worked in the industry for over 16 years.  After joining the firm in 2008, she has been instrumental in the North Dallas office operations while also …

Ashley Shedden is the Director of Client Relations and the Executive Assistant for firm partners. She has been with SB&F since 2010.  Before that, Ashley sold auto insurance and still holds her Property and Casualty License.  She is the mother of two small boys and the stepmother of two teenage boys.  She loves to cook, read …

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

Judy Rackley is part of the Business Solutions Services team and been with the firm 19 years. She was born in Virginia moving to Texas at age 5, so she considers herself a Texan. She graduated from Texas Tech University with a Bachelor of Science degree. In her younger years, she was involved in making crafts.  Judy now enjoys …

Nikki Spitzer is part of the Business Solutions Services team at SB&F.  With over 13 years experience, she excels in preperation of financial statement, reconciliation of broker statements and general bookkeeping.  She also prepares federal and state payroll returns and counsults clients with QuickBooks.  Nikki lives in Frisco with her husband enjoying boating, wakeboarding and traveling.

Since joining the SB&F team, Karen Wagner has focused on the firm’s Business Solutions Services Group, a consultancy service for small and emerging businesses.  With over 20 years of financial record keeping experience, Karen utilizes her extensive financial knowledge to better assist her clients. Beginning her career as a Client Administrator and Team Leader with …

Alex is an Audit Associate and was born and raised in Arlington, TX.  He is a graduate of  Texas Tech University with a BBA in Accounting and currently working on his masters of Science in Accounting at the University of Texas at Arlington. While at Texas Tech, Alex was a member of Sigma Chi fraternity and the …

Josh is a Tax Associate.

Andy is a Tax Associate.  He was born and raised in Leesville, Louisiana and attended school at Northwestern State University in Natchitoches, Louisiana. After earning his undergraduate degree, he moved to Denver, Colorado, where he received his Master of Taxation from University of Denver. He worked for a year at a tax preparation company before …

Rosa ia a Tax Associate and grew up in The Colony.  She graduated from Texas Christian University with a BBA in Accounting and is currently working on her master of Science in Tax at the University of Texas at Arlington expecting to graduate in May of 2013. She was a member of the social business …

Jung is a Tax Associate and is originally from Seoul, Korea. She moved to Arizona in 2004 and then to Texas in 2005. She received her master’s degree in Taxation from the University of Texas at Arlington while completing an internship with a Fort Worth Oil and Gas company. Jung loves to travel and watching …

Kay Grace serves as a Tax Associate.

Allison Wright is a Pension Services Consultant.

Melinda Blue is a Pension Services Consultant.

Shahid is an Administrative Intern.

Adam is an Administrative Intern.

Eddie is an Administrative Intern.

Austin serves as an Administrative Intern.