Yolanda Szabo, CPA
Principal, Tax Services
2626 Howell Street, Suite 700
Dallas, Texas 75204
Main: 214.871.7500
Fax: 214.871.0011
LICENSED IN:
Texas
Arkansas
EDUCATION:
University of Phoenix
Bachelors of Science in Business Administration
Masters of Science in Accountancy
CERTIFICATIONS:
Certified Public Accountant (CPA)
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EXPERIENCE
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AREA OF FOCUS
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AFFILIATIONS
Yolanda has more than 15 years of extensive accounting and tax experience across a wide array of industries, including small- to mid-size companies, as well as more complex corporate structures. She began her career managing businesses, which inspired her to deepen her understanding of finance and operations. This led her to earn a bachelor’s degree in business management followed by a master’s degree in accounting. After gaining valuable industry experience in accounting, she transitioned into public accounting, where she specializes in providing tax advisory services to businesses and high net worth individuals, with a focus on real estate and manufacturing and distribution. Her commitment to being a trusted tax advisor has helped clients achieve their business and tax goals effectively by helping them establish practical, sound tax and financial processes.
- Real Estate
- Construction
- Manufacturing
- Flow thru Taxation
- Individual Taxation
- Corporate Taxation
- Family-Owned Businesses
- Professional Services
American Institute of CPAs (AICPA) — Member
Texas Society of CPAs (TSCPA) — Member
Dallas Chapter of TSCPA — Member
Plano Chamber of Commerce — Member
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EXPERIENCE
Yolanda has more than 15 years of extensive accounting and tax experience across a wide array of industries, including small- to mid-size companies, as well as more complex corporate structures. She began her career managing businesses, which inspired her to deepen her understanding of finance and operations. This led her to earn a bachelor’s degree in business management followed by a master’s degree in accounting. After gaining valuable industry experience in accounting, she transitioned into public accounting, where she specializes in providing tax advisory services to businesses and high net worth individuals, with a focus on real estate and manufacturing and distribution. Her commitment to being a trusted tax advisor has helped clients achieve their business and tax goals effectively by helping them establish practical, sound tax and financial processes.
-
AREA OF FOCUS
- Real Estate
- Construction
- Manufacturing
- Flow thru Taxation
- Individual Taxation
- Corporate Taxation
- Family-Owned Businesses
- Professional Services
-
AFFILIATIONS
American Institute of CPAs (AICPA) — Member
Texas Society of CPAs (TSCPA) — Member
Dallas Chapter of TSCPA — Member
Plano Chamber of Commerce — Member
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PUBLICATIONS
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PRESENTATIONS
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HONORS & AWARDS
Living the Vision — Lane Gorman Trubitt, LLC
2023 Employee of the Year – Lane Gorman Trubitt, LLC
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PUBLICATIONS
-
PRESENTATIONS
-
HONORS & AWARDS
Living the Vision — Lane Gorman Trubitt, LLC
2023 Employee of the Year – Lane Gorman Trubitt, LLC