Lori is a highly experienced Enrolled Agent with a remarkable career in accounting and tax preparation spanning since 1983. With a primary focus on assisting small businesses and individuals, Lori provides comprehensive services such as tax planning, tax preparation, audit support, financial statement preparation, and general business consulting. She possesses extensive expertise in QuickBooks support, payroll management, and sales tax compliance. Moreover, Lori specializes in effectively responding to tax notices concerning income, sales, and payroll tax matters.
Outside of her professional pursuits, Lori actively contributes to her community. She is an engaged member of the Washington County Humane Society, also known as PAWS & More, and volunteers her time with the Upper Midwest Great Dane Rescue. Over the years, Lori has opened her home to host ten exchange students through the World Link Student Exchange program. She generously supports the local homeless shelter by providing payroll assistance and offering QuickBooks support. Additionally, Lori actively volunteers for the Kirkwood Workplace Learning Connection.
When she’s not immersed in her work and community involvement, Lori cherishes moments spent with her family. She also takes on the role of leading the Praise and Worship activities at Grace Community Church in Washington, IA, where she actively contributes to the spiritual well-being of the congregation.