Results

I work with you on a personal level to determine the best solutions for your unique needs, then leverage my seasoned expertise to achieve the best possible results.

Relationships

I am your trusted partner in success. I offer a full range of professional services at a fair price to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, I am ready and capable to handle everything for you so you can focus on what matters most to you.

Lorraine M. Plotner

Hi! I am Lori Plotner. This is me baking, my favorite hobby. I did attend culinary school and trained as a Pastry Chef. It is indeed very satisfying to put my hands in flour and produce delicious wonders. Not so satisfying on my waistline! When my hands are not making cheesecake, they are pounding out numbers on an adding machine.

I have been providing financial services to the public since 1988. My services include personal, corporate and partnership tax returns; bookkeeping services for small businesses, including payroll tax filings and sales tax reporting. I can prepare income tax returns for all taxing states. I am an active member of the National Association of Tax Preparers.

My clients are friends and family to me. It is a blessing to me to help everyone with their tax situation and business, tax jams and IRS notices.