Reading Time: 3 minutes

Lori Lato Morales, CPA

Tax Partner in Charge

Contact Info:

   

832-782-5924

Affiliations

American Institute of Certified Public Accountants

Women's Initiatives Executive Committee

Lori Lato Morales, CPA

Tax Partner in Charge
Bio

Lori has over 20 years of experience in public accounting. She works with companies in a variety of industries including energy, manufacturing, real estate, construction, and professional services. Lori’s primary focus is on helping family-owned, middle-market companies navigate the intricacies of federal and state tax compliance and assisting them with all manner of business tax consulting from tax planning to ownership succession, as well as business expansions and mergers and acquisitions. Prior to joining Calvetti Ferguson, Lori worked with a renewable energy start-up company, assisting them with accounting, finance, and business development.

Education

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

Recent Articles