Lori has over 14 years tax and accounting experience and joined the firm in 2017. She prides herself on building relationships with her clients by providing excellent client service and making sure the client’s concerns and goals are addressed. Lori’s experience encompasses a wide range of accounting, tax and consulting services to a variety of small and medium sized businesses. She specializes in compiled financial statements and preparation of income tax returns for individuals, partnerships and corporations.
Lori received her bachelor’s degree in Accounting and a master’s degree in Business Administration with an emphasis on Accounting from the University of Phoenix. She has extensive knowledge of QuickBooks. She is a member of the American Institute of CPAs and the Arizona Society of CPAs.
Work-life balance is very important to Lori since spending time with family is her primary focus. She also loves to cheer for the Arizona Wildcats.
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