Lorie has been practicing and serving clients of the firm since 1989 and was admitted as partner in 2002. Lorie’s responsibilities include the management and coordination of RBTK’s tax compliance practice.
Lorie has significant expertise in providing tax return preparation services focusing on ensuring that tax regulatory reporting requirements are met for clients, including multi-state tax issues and filings. Lorie reviews the majority of corporate tax return filings, administrates electronic filing processes, monitors quarterly filing requirements, manages responses to agency inquiries, and coordinates the tax administrative process.
Lorie provides these services to clients from a wide array of industries including:
- Professional Services
- Real Estate
- Retail/Wholesale Establishments
Education: Bachelor of Science in Accounting, Magna Cum Laude, National University
Certification: Certified Public Accountant by the California Board of Accountancy