Lori is a very experienced and competent CPA who will be upfront with all details and help you understand tax requirements and the rules and rationals, the constantly changing laws and regulations!! We’ve been with Lori for more than a decade and intermittently when we lived in North Carolina and she has researched and done whatever was needed no matter how complicated to make things right with different states and even took on my husband’s inheritance to correct the IRS’s misinformation, a good amount of over taxation... I’m personally very grateful for her expertise and caring of even $10.00 refund from another state!!!!! We’re on Social Security and pensions, not rich, and yet she treats us as if we were of great importance!!! I’m so grateful for her saving us from suffering through overwhelming taxation at this time in our senior lives, when we are of limited means... Lori, thank you, thank you, thank you for your high standards, integrity and attention to every detail even when we don’t understand, limiting our ability to make your job easier!!! Anyone can trust their assets and taxation issues to Lori, and any challenges needing to be handled with the highest level of care, honesty and accuracy!!! You will be in great hands and guided to do your part expertly!!!!