Lori L. Sullivan, CPA

Lori has more than 20 years of public accounting experience with a concentration in taxation. She chairs the firm’s financial planning group. 

She assists clients from a variety of industries with business and personal income tax planning to reduce tax liabilities and help with their financial goals. Lori also specializes in tax compliance, new business setup, and QuickBooks. 


LORI ENJOYS … reading, fitness, traveling, and brewing beer 


Link to Lori!


Education and Awards

  • Bachelor of Arts in accounting, Baldwin-Wallace College (cum laude)
  • Certified QuickBooks ProAdvisor


Professional and Civic

  • American Institute of CPAs, member
  • The Ohio Society of CPAs, member
  • Commercial Real Estate Women (CREW), member
  • Cleveland Tax Club, member
  • Estate Planning Council of Cleveland, member
  • Parma Area Chamber of Commerce, former member