-
Rick Baumeister, CPA
Managing Partner
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 …
Rick Baumeister, CPA
Managing Partner
817.877.5000 x 303
-
Allyson B. Baumeister, CPA
Partner
allyson.baumeister@sbf-cpa.com
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 …
Allyson B. Baumeister, CPA
Partner
817.877.5000×322
-
Donna J. Hugly, CPA
Partner in charge of North Dallas office
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 …
Donna J. Hugly, CPA
Partner in charge of North Dallas office
972.385.3180
-
Brian Jenke, CPA
Partner
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 …
Brian Jenke, CPA
Partner
817.877.5000×330
-
Susan S. Roberts, CPA
Partner
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. …
Susan S. Roberts, CPA
Partner
817.877.5000×331
-
Kate Robinson, CPA
Principal
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 …
Kate Robinson, CPA
Principal
817.877.5000×322
-
Carla Petty
Director of Pension Services
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 …
Carla Petty
Director of Pension Services
817.877.5000×321
-
Michaela Cromar, CPA
Senior Tax Manager
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, …
Michaela Cromar, CPA
Senior Tax Manager
817.877.5000×316
-
Karen Abernathy, CPA
Senior Audit/Tax Manager
Karen Abernathy is a Senior Audit and Tax Manager.
Karen Abernathy, CPA
Senior Audit/Tax Manager
817.877.5000×327
-
Carroll Boardway, CPA
Senior Audit Manager
Carroll Boardway is a Senior Audit Manager.
Carroll Boardway, CPA
Senior Audit Manager
817.877.5000×315
-
Megan Terrell, CPA
Senior Audit Accountant
Megan Terrell is a Senior Audit Accountant.
Megan Terrell, CPA
Senior Audit Accountant
817.877.5000×320
-
Candace Blair, CPA
Senior Tax Accountant
Candace Blair is a Senior Tax Accountant focusing on the Construction industry.
Candace Blair, CPA
Senior Tax Accountant
817.877.5000×313
-
Kathy Lightfoot, CPA
Senior Tax Accountant
Kathy Lightfoot is a Senior Tax Accountant.
Kathy Lightfoot, CPA
Senior Tax Accountant
817.877.5000×332
-
Lisha Jenkins Russo, CPA
927.385.3180
-
Jim Rogers, CPA
Of Counsel
Jim Rogers is a former partner of SB&F and now serves as Of Counsel.
Jim Rogers, CPA
Of Counsel
817.877.5000×312
-
Debbie Tubbs, CPA
Tax Accountant
Debbie Tubbs, CPA, is a Tax Accountant.
Debbie Tubbs, CPA
Tax Accountant
817-877-5000
-
Carole Borg
Firm Administrator
Carole Borg is the Firm Administrator for both the Downtown Fort Worth and North Dallas offices.
Carole Borg
Firm Administrator
817.877.5000×311
-
Estee Rinehart
Director of Marketing
Estee Rinehart serves as the Director of Marketing for SB&F.
Estee Rinehart
Director of Marketing
817.877.5000×317
-
Cara Hugly
North Dallas Office Coordinator
Cara Hugly is the North Dallas Office Coordinator.
Cara Hugly
North Dallas Office Coordinator
927.385.3180
-
Ashley Shedden
Director of Client Relations/ Executive Assistant
Ashley Shedden is the Director of Client Relations and the Executive Assistant for firm partners.
Ashley Shedden
Director of Client Relations/ Executive Assistant
817.877.5000×301
-
Beth Stokes
Business Solutions Services
Beth Stokes is part of the Business Solutions Services Team at SB&F.
Beth Stokes
Business Solutions Services
817.877.5000×324
-
Judy Rackley
Business Solutions Services
Judy Rackley is part of the Business Solutions Services team.
Judy Rackley
Business Solutions Services
817.877.5000×319
-
Nikki Spitzer
Business Solutions Services
Nikki Spitzer is part of the Business Solutions Services team at SB&F.
Nikki Spitzer
Business Solutions Services
927.385.3180
-
Kim Danek
Tax Associate
817.877.5000×329
-
Will Fuller
Tax Associate
817.877.5000×326
-
Alex Imhoff
Audit Associate
817.877.5000
-
Allison Wright
Pension Services Consultant
Allison Wright is a Pension Services Consultant.
Allison Wright
Pension Services Consultant
817.877.5000×333
-
Melinda Blue
Pension Services Consultant
Melinda Blue is a Pension Services Consultant.
Melinda Blue
Pension Services Consultant
817.877.5000×333
-
Paige Treweek
Administrative Intern
Paige Treweek serves as an Administrative Intern.
Paige Treweek
Administrative Intern
817.877.5000
-
Sarah Brace
Administrative Intern
Sarah Brace serves as an Administrative Intern.
Sarah Brace
Administrative Intern
817.877.5000
-
Kristy Benton
Tax Intern
Kristy Benton serves as a Tax Intern.
Kristy Benton
Tax Intern
817-877-5000
-
Kay Grace
Administrative Intern
Kay Grace serves as an administrative intern.
Kay Grace
Administrative Intern
817-877-5000



