Lori holds degrees in both Masters of Taxation and Masters of Business Administration and is a Certified Public Accountant licensed in Hawaii, Arizona, and California.  She has over twenty years of experience in tax compliance and strategic tax consulting for businesses, their owners, and high net worth investors. Our firm provides year-round tax planning and consulting.  Lori excels at consulting in a way that helps clients understand the complexities of the tax laws, their implications, and how they can use the tax code as a guide to reach their wealth goals.  Lori is a former Wealth Strategist with Tom Wheelwright's firm that advises Rich Dad, Poor Dad's Robert Kiyosaki. Lori has also been a valued Certified Member of the WealthAbility Network. As a Strategic Consultant, Lori places an emphasis on the importance of financial literacy, financial independence and building wealth through investing in growth assets which can include real estate, business, stocks or commodities, etc. She pays particular attention to assisting clients in understanding how they can change their facts to be able to use the tax law as intended and to their benefit. Lori also has a background in international and ex-pat tax, gained during her time in the global and competitive Washington DC Metro market.  

 

MISSION STATEMENT

 

To provide quality strategic tax consulting and compliance services to clients who desire to learn and understand how they can use this knowledge to their benefit to reach their wealth dreams.  To work together in harmony as a positive and energetic team who enjoy what they do and enjoy working together with each other and with our clients to achieve professional, personal, and business goals. 

 

 

ABOUT THE FIRM

 

Business Services:

• Business entity selection
• Business startup services
• Tax planning strategies 

 

Income Tax Planning and Preparation:

• Corporate tax
• LLC and partnership
• Estate and trust
• Individual tax
• Strategic tax planning

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Strategies

• Tax strategies
• Wealth strategies