How Lori Helps Clients
As a tax professional for over 30 years, Lori assists Buchanan clients with tax preparation, estate administration matters, and by serving as a liaison to the Internal Revenue Service. Her clients include high-net-worth individuals and families, family-owned companies, and trusts.
In collaboration with Buchanan tax attorneys, Lori also works with clients to
- Prepare individual, estate, partnerships, corporations, trusts, and gift tax returns.
- Prepare monthly and yearly financial statements to include balance sheet, income statements and cash flow statements.
- Prepare annual retirement plan audits and tax returns.
- Calculate penalties and interest for overdue payments.
- Review and amend payroll tax returns.
- Assist with estate administration matters.
- Assist clients in event of IRS examination or review.
Before joining Buchanan, Lori was with a public accounting firm for 30 years, preparing hundreds of tax returns annually. She offered a full-service practice for her clients which included bookkeeping, tax preparation, financial statement preparation, and all accounting needs in between.
No one likes to get a letter from the IRS. My job is to put clients at ease when that happens.
What Clients Can Expect
A proactive and strategic professional, Lori leverages her experience to help clients navigate complex and often stressful tax issues.
Pennsylvania State University, B.S., 1990, Accounting
Over twenty-five years of community involvement in Pine-Richland School district as a Parent Teacher Organization board member and committee volunteer.
Member, Alzheimer’s Association, Pittsburgh Chapter
Member, PRIDE Affinity Group