Lucy Petry

Lucy Petry

Languages Spoken: English, Spanish, Portuguese, Urdu
Houston, Texas
TaxCure Rating 4 Reviews Google Rating 68 Reviews
Tax Attorney & CPA

About Lucy Petry

Lucy Petry started Petry Law Firm, PLLC, not for profit or notoriety, but because she has a real desire to help individuals and businesses with their legal needs. Lucy has years of experience as a CPA and in the business world, as well as with the IRS thanks to her time working with the IRS Volunteer Income Tax Assistance program (VITA) for 20 years.

Lucy has experience in both industry and public accounting, managing and consulting for businesses, assisting taxpayers from tax preparation to representation before the Tax Court, and representing clients at the federal, state, and local levels. Prior to becoming an attorney Lucy managed her CPA practice and worked as a Controller and Accounting Manager for public and International manufacturing companies.

Lucy earned her MBA from the University of St. Thomas in Houston, followed by her JD from the South Texas College of Law Houston. While at South Texas, she earned the University and Texas State Bar Pro Bono Honors award. She was also the President of the Tax Law Society and a member of the Board of Advocates. She then went on to become an Adjunct Tax Clinic Professor at South Texas and Adjunct Professor at the University of Saint Thomas Graduate Master of Accountancy Program teaching tax. In the Summer of 2022 Lucy earned a post graduate LLM degree from the Georgetown University in Washington, DC, one of the top universities in the field of taxation.

Her accumulated experience as an attorney, business owner, CPA, and manager of a non-profit has fueled Lucy’s desire to help those in need and provide a holistic approach to business problems.

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • Texas Comptroller of Public Accounts
  • Texas Workforce Commission

Reviews

5.0

Peer Rating

1 Reviews
5
4
3
2
1
Recommended by James Biel
Current Co-Worker | Aug 29, 2022
Lucy is very knowledgeable and well respected in her field. Being duly licensed as a CPA and an attorney brings a different perspective to cases that most professional would not think of. Having worked with Lucy for several years I would highly recommend her to anyone in need of tax assistance.
5.0

Customer Rating

4 Reviews

5
4
3
2
1
Reviewed by Anonymous
Advised on Tax Audit or Examination | Jan 23, 2024
Very thorough, professional and compassionate. I would highly recommend her.
Reviewed by Anonymous
Sep 17, 2022
Lucy was quick to respond and answered all my questions

Problem Experience

  • Past Due Tax Return
  • Unpaid Taxes
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Tax Audit or Examination
  • Criminal or Tax Evasion
  • Cryptocurrency Issue
  • FBAR & FATCA
  • Other Levies
  • Passport Issues
  • Spousal Tax Issue
  • Tax-Related Identity Theft
  • Trust Fund Recovery Penalty
  • Unfiled Returns - No Balance
  • Tax Preparer Penalties
  • Foreign Informational Penalties
  • Notice of Deficiency
  • Notice of Determination

  • Unpaid Franchise Taxes
  • Sales Taxes
  • Unfiled Tax Returns
  • Tax Lien
  • Tax Penalties
  • Tax Audit or Examination
  • Involuntary Termination of Entity
  • Wage Garnishment
  • Seizure
  • Bank Levy
  • Sales Tax inactive

  • Audit/Examination

Solution Experience

  • Payment Plans
  • Individual Tax Preparation
  • Offer In Compromise
  • Currently Not Collectible
  • Levy Release or Reduction
  • Penalty Abatement
  • Amend Tax Returns
  • Innocent Spouse Relief
  • Injured Spouse Relief
  • Lien Withdrawal
  • Business Tax Preparation
  • CAP Hearing
  • CDP Hearing
  • Estate Tax Preparation
  • FBAR & FACTA
  • Lien Discharge
  • Lien Subordination
  • Tax-Related Identity Relief
  • 4180 Interview Support
  • Audit Representation
  • Criminal Tax Defense
  • Tax Court
  • Partial Payment Installment Agreement
  • Trust Tax Preparation
  • Gift and GSTT Tax Preparation
  • Audit Reconsideration
  • Estate (Fiduciary) Tax Preparation
  • CSED Analysis
  • Streamlined Filing Procedure
  • IRS Transcript Analysis

  • Payment Plan
  • Penalty Abatement
  • Sales Tax Preparation
  • Tax Appeals
  • Amend Tax Returns
  • Audit Defense & Support
  • LLC Reinstatement
  • Resolution Agreement
  • Levy Release or Reduction
  • Lien Release

  • Unemployment Resolution
  • Audit/Examination Defense

Tax Types Serviced

Corporate Tax Income Tax Employment/Payroll Tax State Sales & Use Tax Gift Tax/GST Tax Estate Tax (Form 706) Estate & Trust Income Tax (Form 1041)

Taxpayer Types Serviced

Individuals Sole Proprietor Limited Liability Companies Partnerships/Multi-Member LLC S-Corporations C-Corporations Estates Non-Profits/Charities Expatriates

Professional License & Designations

Compliant Icon

Professional Licenses

State/Federal
Law
Texas 11/1/2016 Active
CPA
Texas 1/1/2009 Active

Related Work Experience

Job Title Company Location Work Duration
Adjunct Professor University of Saint Thomas - Houston Houston, Texas May 2019 - Present
Attorney & CPA Petry Law Firm, PLLC Houston, Texas Nov 2016 - Present
IRS VITA Site Coordinator IRS VITA Houston, Texas Jan 2001 - Jun 2021

Education

Educational Institution Degree Graduation Year
University of Saint Thomas - Houston, TX MBA 2008
South Texas College of Law Juris Doctor (JD) 2016
Georgetown University Master of Laws (LLM) 2022

Associations & Memberships

Associations or Memberships Position Duration
Business Network International (BNI) Member 2018 - Present
Texas Bar College Member 2017 - Present
Texas Bar Association Member 2016 - Present
American Academy of Attorney-CPAs Member 2015 - Present

Contact Information

Address

112 W 4th Street
Houston, Texas 77002

In Office Visits

Yes

Pricing & Payments

Virtual Consultation Hourly Billing Flat Fee Pricing
Visa Method Visa
Mastercard Method Mastercard
Money Order Method Money Order
Check Method Check
Cash Method Cash

Publications

Publication Type Publication Name Title Link
Speaking Engagement TV Appearance - Fox News IRS & Government Shutdown View Publication
Speaking Engagement TV Appearance - Fox News Local Money is The Motive Segment - Making that lower salary work View Publication
Podcast Unlocking Success Unlocking Success for Entrepreneurs View Publication
Speaking Engagement Houston Young Lawyers Association Tax 101 for Non-Tax Lawyers N/A
Podcast The IC-Disc Show Understanding Tax Law View Publication
Speaking Engagement Tax Mob Conference - Summer 2022 IRS Methods to Determine Taxpayer Income N/A
Speaking Engagement CW39 Houston Tax Season Is Here! Petry Law Firm Shares Tips to Know Before You File - News Segment View Publication
Speaking Engagement Morning Dose Tax Filing Tips You Need To Know - News Segment View Publication
Speaking Engagement Youtube Texas Family Law, TAXES, & COVID-19 | Hunt Law Firm, PLLC View Publication
Speaking Engagement Youtube Tax Consequences of The CARES Act: How PPP and EIDL will impact your taxes! View Publication
Speaking Engagement Youtube Houston Tax Attorney breaks down how the CARES Act, stimulus check will impact you View Publication

Videos & Photos

Lucy Petry photo 1 Photo
Lucy Petry photo 2 Photo
Lucy Petry photo 3 Photo
Lucy Petry photo 4 Photo
Lucy Petry photo 5 Photo