What Lane Gorman Trubitt does

Lane Gorman Trubitt, LLC (LGT) is a privately held, Texas-based CPA firm founded in 1950, headquartered in Dallas with a regional office in Sugar Land (Houston metro). The firm employs approximately 150 professionals, including 17+ partners and principals, and serves more than 2,700 clients spanning individuals, middle-market businesses, and public companies. LGT is a 2024 INSIDE Public Accounting Top 200 firm and ranks 17th largest among accounting firms in the Dallas and Houston metro areas.

The firm's offering is organized along two axes: service lines (Accounting & Consulting, Assurance, Tax, State & Local Tax, International Tax, Estate/Gift/Trust) and industry specializations (Construction/Real Estate, Dealer Services, Dental Practice, Healthcare, Manufacturing & Distribution, Not-for-Profit). Its Dealer Services Group serves 300+ dealerships representing over $7 billion in client annual sales, and its Not-for-Profit practice serves nearly 200 organizations with one-third of staff dedicated to the sector. Affiliated entities LGT Financial Advisors LLC and LGT Insurance Services, Inc. extend the firm's reach into wealth management and insurance.

Revenue is generated primarily through professional service fees billed on a time-and-materials basis under custom-scoped engagements, with no publicly disclosed pricing. GTM is partner-led: new business comes through RFP submissions, direct partner outreach, industry events (Controllers' Roundtable, AGC Compensation & Benefits Survey, CPE webinars), and referrals via the PrimeGlobal international association and Auto Team America dealership network. The firm relies on third-party technology (QuickBooks, Aiwyn, Zoom) and has no proprietary AI or software platform; its primary moat is 70+ years of brand equity, deep vertical credentials, and bundled multi-discipline client relationships.

Name

Lane Gorman Trubitt

Legal name

Lane Gorman Trubitt, LLC

Website

https://lgt-cpa.com

Company type

Private

Founded year

1950

Operating status

Operating

Headcount range

101–250 employees

Short description

Lane Gorman Trubitt is a privately held Texas CPA firm founded in 1950, serving 2,700+ middle-market clients from offices in Dallas and Houston across six industry verticals (dealer, NFP, healthcare, construction, dental, manufacturing/distribution) with bundled accounting, tax, audit, and advisory services.

Ownership category

akta.pro rank

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Accounting, Tax, and Advisory Services: LGT generates revenue primarily through professional service fees for accounting, tax compliance, audit/assurance, and consulting engagements. Services are billed on a professional time-and-materials basis with engagements scoped per client. The firm uses a bundled service approach offering multiple disciplines (tax, audit, accounting, consulting) to the same client.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Lane Gorman Trubitt, LLC is a Dallas-based CPA and advisory firm providing traditional accounting, audit/assurance, tax, and consulting services to middle-market clients and individuals, organized around deep vertical industry specializations in construction/real estate, automotive dealerships, healthcare, dental, manufacturing/distribution, and not-for-profit organizations. The firm delivers bundled, partner-led engagements across multiple service disciplines under multi-year contractual relationships, complemented by an affiliated financial advisory entity and insurance services arm.

Product overview

Lane Gorman Trubitt (LGT) is a professional CPA firm offering a comprehensive suite of accounting, assurance, tax, and consulting services organized around two core dimensions: service lines and industry specializations. The firm's primary service lines include Accounting & Consulting Services, Assurance Services, Tax Services, State & Local Tax (SALT), International Tax, and Estate/Gift/Trust services. These are complemented by deep industry expertise across Construction/Real Estate, Dealer Services (automotive), Healthcare, Dental Practice, Manufacturing & Distribution, and Not-for-Profit sectors. An affiliated company, LGT Financial Advisors, provides separate wealth management services. The firm positions itself as serving the middle market, from individuals to public companies, with a bundled service approach that combines multiple disciplines tailored to each client's needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Consulting Services Provides outsourced accounting, bookkeeping, financial statement preparation, dashboard reporting, payroll solutions, and QuickBooks consulting for small to mid-size businesses, including venture capital clients.
• Assurance Services Delivers audit, attest, agreed-upon procedures, internal control reviews, due diligence, and SEC filing services for public and private companies.
• Tax Services Offers federal and state tax return preparation, proactive tax planning, business succession planning, mergers and acquisitions, corporate reorganizations, and representation before taxing authorities.
• State & Local Tax (SALT) Provides multi-state tax compliance, nexus studies, sales tax treatment analysis, audit defense, property tax minimization, and voluntary disclosure agreements for businesses expanding across jurisdictions.
• International Tax Delivers international tax planning, cross-border compliance, foreign partner withholding, transfer pricing, and coordination with global member firms through PrimeGlobal association.
• Estate, Gift & Trust Provides estate planning, gift tax compliance, trust administration, and wealth transfer strategies for individuals and business owners.
• Construction/Real Estate Services Specialized accounting, tax, and consulting services for construction and real estate companies including cost segregation studies, revenue recognition, succession planning, and industry benchmarking.
• Dealer Services Comprehensive CPA services for auto dealerships including audits, LIFO calculations, BHPH/LHPH consulting, static pool analysis, and buy-sell evaluations. Serves over 300 dealerships with $7+ billion in annual sales.
• Healthcare Group Financial and compliance services for healthcare providers ranging from sole practitioners to large physician groups, including HIPAA consulting, practice management, and retirement benefit planning.
• Dental Practice Services Specialized accounting, tax, and practice management services for dental professionals including bookkeeping, retirement planning, and exit strategies.
• Manufacturing & Distribution Services Assurance, tax, and consulting services for manufacturing and distribution companies including revenue recognition, R&D tax credits, UNICAP studies, and state/local tax planning.
• Not-for-Profit Services Comprehensive audit, tax, and consulting services for not-for-profit organizations including single audits, Form 990 preparation, and A-133 compliance, serving approximately 200 not-for-profit clients.

Quantifiable outcome

• 17th largest accounting firm in the Dallas & Houston metro areas
• +4 more outcomes

Named customers8 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eleven partnerships are on record, tiered core and minor.

• PrimeGlobalcoreStrategic or Co-development PartnerLGT is a member of PrimeGlobal, an award-winning association of independent accounting and business advisory firms with over 300 member firms in more than 100 countries, combined revenue exceeding US$3.9 billion, and over 28,000 employees. PrimeGlobal provides LGT with international referral capabilities and access to global accounting expertise, enabling the firm to serve clients with international operations.
• Auto Team America (ATA)coreStrategic or Co-development PartnerLGT is a member of Auto Team America (ATA), a national network of 12 accounting firms serving more than 5,000 dealerships nationwide. ATA enables member firms to share dealership-specific expertise, conduct specialized training, and deliver industry-specific auditing, estate and tax planning, profitability analysis, and cost containment services. LGT participates in ATA's A&A Committee and Tax Committee.
• LGT Insurance Services, Inc.minorOthersLGT Insurance Services, Inc. is a related company under the LGT umbrella, providing insurance services alongside the accounting and advisory offerings.
• LGT Financial Advisors LLCminorOthersLGT Financial Advisors LLC is a related company providing financial advisory services, appearing as a separate branded entity under the LGT umbrella (lgt-fa.com). It co-hosts events with the firm such as the 'Securing Your Future: Turning Success Into a Lasting Family Legacy' webinar.
• AICPA (American Institute of Certified Public Accountants)coreOthersLGT is a member of the AICPA and its Employee Benefit Plan Audit Quality Center and Center for Public Company Audit Firms. The firm is also registered with the PCAOB. These memberships provide access to professional standards, training, and credibility for serving SEC registrants and employee benefit plan clients.
• Texas Society of CPAs (TXCPA)minorOthersLGT professionals are members of the Texas Society of CPAs (TXCPA) and its Dallas Chapter, providing access to state-level professional development and networking.
• TEXO, ASA, CICPAC, CFMA (Construction Industry Associations)minorOthersLGT Construction/Real Estate Group professionals are members of TEXO, ASA (American Subcontractors Association), CICPAC (Construction Industry CPAs/Consultants Association), and CFMA (Construction Financial Management Association), providing industry-specific knowledge sharing and credibility.
• Association of Corporate Growth, MTBC, DFW IMA, Dallas Technology Business CouncilminorOthersLGT's Manufacturing & Distribution Group is active in industry associations including the Association of Corporate Growth, Metroplex Technology Business Council, DFW Institute of Management Accountants, and Dallas Technology Business Council, supporting business development and thought leadership.
• Dallas Social Venture PartnersminorOthersDavid Ovesen serves as a Partner (audit committee member) in Dallas Social Venture Partners, a philanthropic organization supporting social enterprises in the Dallas area.
• United Dental AllianceminorOthersLGT's Dental Practice group is associated with the United Dental Alliance, providing dental professionals with a network of specialized accounting services.
• Institute of Chartered Accountants of England and Wales (ICAEW)minorOthersDawn Möeder, Managing Partner, is a member of the ICAEW, which strengthens LGT's international perspective and credentials in serving clients with cross-border operations.

Scale indicators8 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Whitley Penn: Whitley Penn is a Dallas-headquartered full-service CPA firm with comparable size, Texas-focused geographic footprint, and similar industry specializations including NFP, healthcare, and real estate. Direct DFW-based competitor for mid-market and dealership clients.
• TravisWolff: TravisWolff is a Dallas-Fort Worth based CPA and advisory firm offering tax, audit, and consulting to middle-market companies across similar verticals (real estate, construction, NFP, healthcare). Comparable in size and regional positioning to LGT.
• Weaver: Weaver is a top-tier Texas-based accounting and advisory firm with strong DFW and Houston presence, comparable headcount, similar industry vertical specialization (energy, real estate, financial services, NFP), and recognition on INSIDE Public Accounting and AccountingToday rankings. Direct competitor for mid-market Texas clients and talent.

Broad incumbents

• CohnReznick: CohnReznick is a top-30 U.S. advisory, assurance, and tax firm with industry specializations including NFP, real estate, construction, and healthcare—directly overlapping LGT's verticals. Broader national footprint competing for growing Texas-based clients.
• BDO USA: BDO USA is a top global accounting network with significant Texas presence and broad service portfolio including audit, tax, and advisory across all verticals LGT serves. Larger incumbent that competes for mid-market and large-cap Texas clients but with broader geographic and capability reach.
• Forvis Mazars: Forvis Mazars is a top-10 U.S. accounting firm formed via merger of FORVIS and Mazars USA, providing audit, tax, and advisory to mid-market clients including dealerships and NFPs. Significant regional competitor with broader national reach than LGT.
• Grant Thornton: Grant Thornton is a major U.S. audit and advisory firm with Texas offices serving middle-market and large clients. Competes with LGT for clients outgrowing a regional firm and uses similar industry-focused service model.
• Wipfli: Wipfli is a top-20 U.S. accounting and consulting firm focused on middle-market clients including dealerships, NFPs, and construction—direct vertical overlap with LGT. Operates nationally with comparable industry specialization.
• RSM US: RSM US is a national middle-market-focused CPA firm with strong DFW and Houston presence, competing for many of the same dealership, NFP, and healthcare clients. Broader geographic reach and similar mid-market focus make it a key incumbent competitor.
• Eide Bailly: Eide Bailly is a top-30 U.S. accounting firm with regional offices including Texas presence, offering comparable tax, audit, and advisory services to mid-market clients across multiple industries. Larger than LGT but operating at the same tier of the regional accounting market.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCuT_UAFcBRnMwfU3KXk4oEw
• Facebookfacebook.com/lgt.cpa
• LinkedInlinkedin.com/company/215599
• Xx.com/lgt_cpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles24 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Lane Gorman Trubitt