Houston, TX (June 23, 2021) – Calvetti Ferguson is pleased to announce the promotion of two individuals, Kyle Kmiec and Yessica Perez, to Tax Partners effective July 1, 2021. The promotions are the result of their hard work and dedication to Calvetti Ferguson’s core values and mission. We look forward to seeing their continued success in their new roles.
Kyle Kmiec, CPA earned his Bachelor and Master of Business Administration in Accounting from Midwestern State University. He worked at another Texas CPA firm prior to joining Calvetti Ferguson in 2018. Kyle leads our Employee Retention Tax Credit service and has extensive experience in providing tax compliance and consulting for partnerships, S-Corporations, and individuals. Based in Houston, he has clients across a variety of industries including real estate, construction, oilfield services, and professional services.
Lori Lato Morales, Tax Partner in Charge, said that “Kyle has always been a hard worker, but his dedication to his clients and ability to develop and launch a new service during the pandemic showcased his high level of technical competence and strategic thinking. He will be a great addition to the partner group.”
Yessica Perez, CPA earned her Bachelor of Science in Business Administration and Accountancy from California State University – Sacramento. Prior to joining Calvetti Ferguson in 2019, she worked for KPMG. Yessica is based in San Antonio and her practice is focused on providing high net worth individuals and family office clients with tax compliance and consulting services.
Lori Lato Morales, Tax Partner in Charge, stated “Servant leadership is core to who we are at Calvetti Ferguson. Yessica’s dedication to both her clients and her team has shown us that she is a natural fit for our partner group. Since joining the firm, Yessica has dedicated herself to not only serving her clients but also partnering with them to help them grow their business. She takes that same approach when it comes to developing the Calvetti Ferguson team. Yessica has worked with several private equity-backed companies, assisting them with navigating the complex world of partnership taxation.”
Calvetti Ferguson works with middle-market companies, private equity firms, and high-net-worth individuals nationwide. Regardless of the complexity of the compliance, assurance, advisory, or accounting need, our team is ready to help you. Please complete the form below, and we will follow up with you shortly.