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Lori Lato, CPA

Lori Lato, CPA

Tax Partner in Charge | Houston


Bryan Valencia, CPA - Woodlands CPA

Lori Lato, CPA

Tax Partner in Charge | Houston


Lori has over 20 years of experience in public accounting. Lori received her Bachelor of Science in Accounting from the University of Missouri – St. Louis and before joining Calvetti Ferguson, Lori worked with a renewable energy start-up company, assisting them with accounting, finance, and business development. She now works with companies in various industries, including energy, distribution, manufacturing, real estate, construction, private clients, and private equity. Lori’s primary focus is helping family-owned, middle-market companies navigate the intricacies of federal and state tax compliance and assisting them with all business tax consulting, from tax planning to ownership succession, business expansions, mergers, and acquisitions. She is now affiliated with the American Institute of Certified Public Accountants, the Associations for Corporate Growth on the Women’s Forum Planning Committee, Prime Global Women’s Leadership Special Interest Group, Lean In Energy, the Women’s Energy Network, and the Women’s Finance Exchange.


University of Missouri St. Louis, Bachelor of Science in Accounting


American Institute of Certified Public Accountants

Women's Forum Planning Committee, Association for Corporate Growth

Women's Initiatives Executive Committee

Women's Energy Network

Women's Finance Exchange

Prime Global Women's Leadership Special Interest Group

Lean In Energy

Community Involvement