Lohman Company, PLLC

Hear what Cati Piorkowski, who has been with us since 2001, loves most about her role as a partner-in-charge of the tax department at Lohman Company. She shares what makes her job so rewarding and the types of relationships she has built with her clients over the years. #LohmanCompany #Tax #EmployeeSpotlight

Your business may be your most valuable asset, which makes having an estate plan in place even more important. Our partner Dennis Hare shares a few key takeaways on business succession and estate planning. 1. It's important to engage an estate planning attorney and CPA to assist in estate planning and business succession planning so you can consider various options and plan ahead to minimize complications at death. Without an estate plan, your business and other assets will be distributed under prevailing state law, regardless of your wishes. 2. Documenting a business owners’ intent is important to allow the trusted advisors to handle the compliance matters and potentially make necessary timely elections and filings after the owner has passed, and when the rest of the family is grieving and not focused on tax matters. Learn more by reading the full article on our website: https://bit.ly/4hEpaAa #LohmanCompany #BusinessSuccession #EstatePlanning

This month, we're excited to celebrate our partner Seth Marty, Jr., in our employee spotlight series. Seth joined us in 2002 as a manager and eventually became the leader of our assurance department. With over 25 years of professional experience, Seth is an active advocate for his clients, providing top-notch service. Away from the office, he is an avid boater, wakeboarder and jet skier and enjoys spending time with his family on and off the water. Way to go, Seth! #EmployeeSpotlight #LohmanCompany

Embracing the essence of RISE - Relationships, Integrity, Service, and Expertise; that's what sets us apart at Lohman Company. Dive into our unique approach that helps us build long-term relations and offers you quality results. Learn more about how we make a difference through our RISE values at https://bit.ly/4adRK7p #LohmanCompany #RISECulture

Congratulations to the incredible finalists of this year's Phoenix Business Journal's Best Places to Work! We are honored to be included for the third consecutive year and recognized as a business with a thriving workplace culture. We would not be the firm that we are, if not for our amazing team who contribute to our unique workplace culture built on our founding RISE principles. See the complete list of finalists at: https://lnkd.in/gRA2ezds #LohmanCompany #BestPlacestoWork #PhoenixBusinessJournal

Are you a teacher facing underfunded classrooms and paying out-of-pocket for your student's school supplies? Because of a special tax break, you may be eligible for tax deductions up to $300 on qualified purchases such as books, supplies, computer equipment, services, and other needs. Visit our website to learn more: https://bit.ly/3XBs53w #TeachersTaxBreak #BackToSchool #LohmanCompany

Elevate your company with our assurance service! We offer audits, reviews, compilations, and more to best meet your needs. Our audit service provides you with peace of mind that financial statements are free of misstatements. For more information on our services, visit https://bit.ly/3ZHaXMy. #LohmanCompany #Assurance #Tax

Take the first step towards excellent project based accounting, finance, and data management services with our team of highly skilled project professionals. We are dedicated to supporting you along every step of your next project. For more information, get in touch with us at [email protected] or explore our services at https://bit.ly/4dfGwQJ #Accounting #Finance #DataManagement #LohmanCompany

Looking for accounting solutions tailor-made to meet your needs? We've got you covered! Whether you are seeking tax planning services, tax compliance, assurance services, or client accounting services, our expert team at #LohmanCompany is here to help. We're welcoming new clients - let's connect today! Reach out to us at [email protected]. #TaxPlanning #TaxCompliance #Assurance #ClientAccounting #LohmanCompany

Our Talent Director Lisa Jensen breaks down what the firm's RISE principles are and how they serve as the foundation and heart of Lohman Company. Learn more at https://bit.ly/4adRK7p #LohmanCompany #RISECulture #EmployeeSpotlight