LVBW - Key Persons
Brian Moran, CPA, is a partner at LVBW and has been with the firm since 2008. Starting out as a staff accountant, he previously worked in the mortgage industry. Brian works with a variety of clients in different industries including construction, manufacturing, medical and professional service practices, not for profits, real estate, and mortgage companies. He assists clients with tax planning and compliance for partnerships, corporations and individuals including multi-state and international tax strategies.
Carolyn D. Valenti, CPA is a partner at LVBW and serves as the director of the firm's tax practice. Carolyn brings over three decades of experience to a diverse client base by adding valuable insight to tax planning and business consulting with a combination of creative and practical advice. She works with privately owned U.S and Canadian businesses, and their owners within a variety of industries.
Job Titles:
- Client Services Manager
- Client Services Manager With
Christine Blach is a client services manager with LVBW. She specializes in providing client accounting services to startups, small businesses, and medium-sized entities as a certified QuickBooks ProAdvisor. These services are tailored to each client from web-based record keeping to traditional hands-on services.
Daniel B. Weintraub, CPA is a partner at LVBW and serves as director of the firm's accounting and auditing practice. Dan is responsible for the management of the firm's quality control and attest services to clients, as well as compliance with applicable professional standards. Dan brings over three decades of experience working with a broad background of clients in manufacturing, real estate, construction, distribution, mortgage lending, not-for-profit, and employee benefit plans.
Eric S. Lasch, CPA, is a tax senior manager at LVBW and has been with the founding partners of the firm for over 15 years. He brings over three decades of experience in the accounting field and focusses his area of expertise with income tax planning and compliance, as well as business consulting. He works with a variety of industries including medical practices, real estate, construction, manufacturing, non-profit, and professional services. Eric is responsible for all items related to cost segregation study engagements.
J. Kincaid, CPA is a partner at LVBW and concentrates his services in auditing and accounting for a wide variety of closely held clients. J is responsible for audits, reviews, and compilations on financial statements. Throughout his professional career, he has focused on identifying and serving the needs of several industries including; construction, manufacturing, petroleum refining, and mortgage banking.
Kara Whitmore, CPA is a partner at LVBW and has been with the firm since 2009 and started out as a staff accountant. Since then, she has continued to practice and gain experience from assisting clients with financial audit, review, compilations services, employee benefit plan audits including 401(k), pension, and ESOP plans. Additionally, Kara handles tax consulting for corporations, partnerships and individuals.