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L&H CPAs and Advisors

Full company profile

uuid000h5yo

Namestring
L&H CPAs and Advisors
Legal namestring
L&H CPAs and Advisors
Websiteurl
lhcpafirm.com
Company typeenum
Private
Founded yearint
2017
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersDallas, United States
HQ citystring
Dallas
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
accounting services, tax preparation, business advisory, wealth management, family office services
Industry1 code
1FSAEAAAL
CodeFSAEAAALPrimaryYes
NAICS code3 codes
  • 541211
  • 523940
  • 52394
SIC code2 codes
  • 6282
  • 8742
Product category
Accounting and Tax Advisory Services
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model5 records
1Small Business Tax & Accounting Services
TypeProfessional Services
Description

Accounting, tax preparation, and payroll services for small businesses. Billed through professional service fees, typically fixed or hourly rates.

lhcpafirm.com
2Personal Tax Services
TypeProfessional Services
Description

Tax planning, preparation, and filing services for individuals. Revenue generated through professional service fees.

lhcpafirm.com
3Business Advisory Services
TypeProfessional Services
Description

Includes Business Financial Advisor, Fractional CFO, M&A Advisory, and Real Estate Services. Revenue from advisory consulting fees.

lhcpafirm.com
4Family Office Services
TypeProfessional Services
Description

Wealth management, trusts, estates, and generational wealth planning services for high-net-worth families.

lhcpafirm.com
5Wealth Management
TypeProfessional Services
Description

Investment advisory and wealth management services for long-term financial security and wealth preservation.

lhcpafirm.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details1 tier
1Professional Services - Custom Quote
ModelOtherBilling cadenceOther
Notes

Services are quoted based on individual client needs and scope of engagement. No public pricing tiers available.

lhcpafirm.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

L&H CPAs and Advisors is a Dallas-based boutique CPA firm that provides small business tax and accounting, personal tax preparation and planning, business advisory (including business financial advisor, fractional CFO, M&A advisory, and real estate services), family office services, and wealth management to individuals, small business owners, and high-net-worth families across multiple Texas markets. The firm delivers services through personalized client relationships supported by client-facing tools such as ShareFile, TaxCaddy, and Aiwyn.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

L&H CPAs and Advisors is a Dallas-based CPA firm offering a comprehensive suite of financial services. Their core offerings include Small Business Tax & Accounting, Personal Tax Services, and Business Advisory services (encompassing Business Financial Advisor, Fractional CFO, M&A Advisory, and Real Estate Services). Additional services include Family Office and Wealth Management. The firm operates as a professional services firm rather than a software product company, delivering services through personalized client relationships and client-facing tools including ShareFile Portal, TaxCaddy, and Aiwyn payment processing.

Product and service8 records
1Small Business Tax & Accounting
2Personal Tax Services
3Business Financial Advisor
4Fractional CFO Services
5M&A Advisory Services
6Real Estate Services
7Family Office Services
8Wealth Management
Scale indicator1 record

Each record includes

Type, Value, Description, Source

Partnership1 partner
1Aiwyn
Strategic tierSupportingTypeOthersAnnounced on2026-01-01
Description

Starting in 2026, L&H CPAs partnered with Aiwyn to provide a secure, convenient payment portal for clients to pay invoices. Aiwyn provides the technology platform for electronic payment processing.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Weaknesses1 record

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration3 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles8 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

L&H CPAs and Advisors

Accounting and Tax Advisory Serviceslhcpafirm.com

L&H CPAs and Advisors firmographics

Firmographics
Name
L&H CPAs and Advisors
Legal name
L&H CPAs and Advisors
Website
https://lhcpafirm.com
Company type
Private
Founded year
2017
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Where L&H CPAs and Advisors is headquartered

Location

Headquarters

HQ city
Dallas
HQ country
United States
HQ region
North America

Offices1 record

Markets served

L&H CPAs and Advisors business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Small Business Tax & Accounting Services: Accounting, tax preparation, and payroll services for small businesses. Billed through professional service fees, typically fixed or hourly rates.
  2. Personal Tax Services: Tax planning, preparation, and filing services for individuals. Revenue generated through professional service fees.
  3. Business Advisory Services: Includes Business Financial Advisor, Fractional CFO, M&A Advisory, and Real Estate Services. Revenue from advisory consulting fees.
  4. Family Office Services: Wealth management, trusts, estates, and generational wealth planning services for high-net-worth families.
  5. Wealth Management: Investment advisory and wealth management services for long-term financial security and wealth preservation.

Pricing tiers

ModelBillingPrice
OtherOtherProfessional Services - Custom Quote

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

L&H CPAs and Advisors product offering

Product offering

Core offering

L&H CPAs and Advisors is a Dallas-based boutique CPA firm that provides small business tax and accounting, personal tax preparation and planning, business advisory (including business financial advisor, fractional CFO, M&A advisory, and real estate services), family office services, and wealth management to individuals, small business owners, and high-net-worth families across multiple Texas markets. The firm delivers services through personalized client relationships supported by client-facing tools such as ShareFile, TaxCaddy, and Aiwyn.

Product overview

L&H CPAs and Advisors is a Dallas-based CPA firm offering a comprehensive suite of financial services. Their core offerings include Small Business Tax & Accounting, Personal Tax Services, and Business Advisory services (encompassing Business Financial Advisor, Fractional CFO, M&A Advisory, and Real Estate Services). Additional services include Family Office and Wealth Management. The firm operates as a professional services firm rather than a software product company, delivering services through personalized client relationships and client-facing tools including ShareFile Portal, TaxCaddy, and Aiwyn payment processing.

Differentiator

Problem solved

Functional benefit

Products and services

  • Small Business Tax & Accounting
  • Personal Tax Services
  • Business Financial Advisor
  • Fractional CFO Services
  • M&A Advisory Services
  • Real Estate Services
  • Family Office Services
  • Wealth Management

Companies that use L&H CPAs and Advisors

Customer profile

Named customers3 records

Segments4 records

Ideal customer profiles4 records

L&H CPAs and Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration3 records

L&H CPAs and Advisors partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • AiwynsupportingOthers · 1 January 2026Starting in 2026, L&H CPAs partnered with Aiwyn to provide a secure, convenient payment portal for clients to pay invoices. Aiwyn provides the technology platform for electronic payment processing.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

L&H CPAs and Advisors competitors and assessment

Company assessment

Market position

Weaknesses1 record

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

L&H CPAs and Advisors social profiles

Digital presence

L&H CPAs and Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

L&H CPAs and Advisors leadership team

Management profile

Number of profiles

Profiles8 records

L&H CPAs and Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

L&H CPAs and Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about L&H CPAs and Advisors

What does L&H CPAs and Advisors do?

L&H CPAs and Advisors is a Dallas-based boutique CPA firm that provides small business tax and accounting, personal tax preparation and planning, business advisory (including business financial advisor, fractional CFO, M&A advisory, and real estate services), family office services, and wealth management to individuals, small business owners, and high-net-worth families across multiple Texas markets. The firm delivers services through personalized client relationships supported by client-facing tools such as ShareFile, TaxCaddy, and Aiwyn.

Is L&H CPAs and Advisors a public or private company?

L&H CPAs and Advisors is a private company. It is classified as management employee owned and is currently operating.

When was L&H CPAs and Advisors founded?

L&H CPAs and Advisors was founded in 2017. It employs 1 to 10 people.

Where is L&H CPAs and Advisors based?

L&H CPAs and Advisors is headquartered in Dallas, United States, in the North America region.

How does L&H CPAs and Advisors make money?

Five revenue lines are on record. Small Business Tax & Accounting Services are the primary driver. The others are personal Tax Services, business Advisory Services, family Office Services and wealth Management.

Does L&H CPAs and Advisors have an API?

No public API is recorded for L&H CPAs and Advisors.

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