LMR & ASSOCIATES - Key Persons
Job Titles:
- Partner
- Partner at LMR
- Treasurer of the Livonia Junior Athletic League and a Grand Knight of the St. Priscilla
Joe, a partner at LMR, is a Certified Public Accountant with a Masters of Science in Taxation. He has been with the company for over 20 years.
Recognizing the dynamic and demanding nature of today's economic climate, Joe is a recognized expert in designing and implementing systems to help our clients maintain successful businesses.
He has worked with organizations in a variety of industries from start up to maturity and consults businesses and individuals on tax planning and preparation of Federal, multi-State and local tax returns. In particular, Joe has a vast knowledge of the dental industry and its practices.
Joe is treasurer of the Livonia Junior Athletic League and a grand knight of the St. Priscilla chapter of the Knights of Columbus.
Kathy is a partner at LMR, an Enrolled agent, and is licensed to sell Health insurance. She has been with the company for over 20 years.
Much of her time is spent with clients helping them understand and manage the financial aspects of their business.
Kathy consults both businesses and individuals on tax planning and preparation of Federal, multi-State and local tax returns. She is especially knowledgeable regarding trust and estate tax return preparation and acts as trustee for clients.
She has served on the board of the Livonia Chamber of Commerce as treasurer, currently serves on the Redford Chamber of Commerce board of directors as secretary, and is the secretary for the Community Alliance Credit Union board of directors.
Job Titles:
- Tax Manager
- Manager of the Tax Department at LMR
Maria is the Manager of the Tax Department at LMR and has been with the company for over 20 years. She is a Certified Public Accountant and QuickBooks Online Proadvisor.
Maria specializes in business tax planning and preparation of Federal, multi-State and local tax returns. She regularly consults clients regularly on matters of tax compliance and prepares their financial statements and financial forecasts.
Additionally, she has considerable experience with not-for-profit clients, helping them achieve tax exempt status and handling their unique annual Federal and State filing and licensing requirements.
Maria is on the Board of the St. Valentines Parish Finance Council and is a member of the St. Valentine chapter of the St. Vincent de Paul Society, as well as a member of the National Association of Professional Women.