Elevating small businesses with clarity and tax efficiency.

CPAs and advisors who speak Small Business Owner - not Technical Tax Code.
As a business owner, there is a lot you have to know when it comes to taxes and finances. Here are the Top 5 Mistakes New Business Owners Make (and how you can avoid them).
Ashley Grant
Administrative Assistant
Katie Lomness
Founder and CPA
Earl Warren Jr.
Tax Associate

Lomness CPA Awarded Thomson Reuters Firm of the Year in 2023

As CPAs (and small business owners ourselves), our expertise lies in helping others run tax efficient, profitable businesses.

You have passion, talent, and determination. You started your business to pursue your purpose. But along with the freedom of being your own boss comes frustration and stress around finances, accounting, and taxes. You find yourself wondering if you’re handling things correctly. Where do you start?

Pro advice is more than professional -
it’s also Proactive.

Tax efficiency now - and in the future

Personal and business situations change, and we work proactively to ensure that when something shifts for you, we are one step ahead of any adjustments that need to be made.

Clarity and confidence

We’ll educate you and guide you, so that you are doing everything right - and have confidence in the financial decisions you make.

Trusted partnership

Accelerate your path to profit and wealth with business and financial best practices that make tax time the result of a calculated strategy.
I have been using Lomness CPA Services for a few years now, and I could not be happier w/ my choice of CPA. Tax preparation is made simple via an electronic portal, and the staff is very professional, helpful, and friendly. Taxes were prepared and filed very quickly. Just A+ service from top to bottom, I highly recommend Lomness.
Jamie Brown
I have been working with Lomness CPA Services for several years now and continue to be impressed with their professionalism, communication skills, integrity, and constant improvement to their product. I highly recommend Lomness CPA Services for both their small business support as well as for normal individual and family tax preparation services.
Neal Schwartz
Lomness CPA Services is the company you want for your tax preparation! They treat you as if you are their only client. The process is painless and made easy with their portal access. Responses to questions are quick and thorough. I highly recommend Lomness!
Marisa Rivera

You don’t learn how to run a business in school. We’ll provide the guidance and knowledge to accelerate your path to growth.

From confusion to clarity, we’ve helped hundreds of small business owners implement business and financial best practices that accelerate their path to achieving their revenue goals and accumulating wealth.
As a business owner, there is a lot you have to know when it comes to taxes and finances. Here are the Top 5 Mistakes New Business Owners Make (and how you can avoid them).

Let’s achieve your vision together.
Here’s what working with us looks like.

01.

Submit our Discovery form.

We want to know about you! Fill out our brief Discovery form. Then, we’ll get in touch to discuss your goals and how we can help.
02.

We take action.

We sit down and review a customized plan of action, and then we implement, communicating regularly throughout the year.
03.

Enjoy peace of mind.

And the confidence that comes from knowledge and a parter who helps you make smart financial decisions as your business grows.

Stop guessing and start succeeding.

At Lomness CPA, we understand that you want to make sure you are doing everything right for your business or your personal tax and financial situation. You also want the confidence that comes with understanding how to make smart financial decisions.

The problem is that it can feel overwhelming, even vulnerable, when it comes to what you realize you don’t know about taxes, business, and financial best practices.
Read More
We’ve helped hundreds of small business owners minimize their tax liability and grow their revenue and wealth.
Copyright © 2024 Lomness CPA. All rights reserved

Stop guessing and start succeeding.

At Lomness CPA, we understand that you want to make sure you are doing everything right for your business or your personal tax and financial situation.

You also want the confidence that comes with understanding how to make smart financial decisions.

The problem is that it can feel overwhelming, even vulnerable, when it comes to what you realize you don’t know about taxes, business, and financial best practices.

We believe that small businesses are critical to the economy, and that if business owners and individuals understand how to make informed decisions looking forward, they can manage their tax liability and maximize wealth accumulation.

We understand the challenges facing startups and small businesses, and we know you don’t learn how to be tax efficient and make complex financial decisions in school.

As CPAs and business advisors who are also small business owners, we are passionate about the difference that personalized education and proactive planning and make.

We’ve helped hundreds of small business owners minimize their tax liability and grow their revenue and wealth.

Here’s how we do it:

  1. Submit our Discovery form. Then, we’ll get in touch to discuss your goals and how we can
    help.
  2. We sit down and review a customized plan of action.
  3. You feel a new sense of confidence, armed with knowledge and a partner in your corner who is helping you make the right decisions for your business as you grow.

What are you waiting for? Start a conversation.

And, in the meantime, download our free guide, “Five Avoidable Mistakes New Business Owners Make” to learn about how to avoid these common mistakes that result in unnecessary expense, stress, and frustration.