TITLE: Director, State & Local Tax Team Leader
LOCATION: Fairfax (Metro DC)

Lori Roberts leads the firm in providing state and local taxation (SALT) consultation and compliance services for clients, as well as assisting other PBMares professionals with SALT-related concerns. With a deep knowledge of state, local and federal taxation issues and how they relate to each other, Lori is adept at helping many types of clients find the best answers to their business and tax situations while remaining fully compliant and taking a proactive approach to maximizing tax benefits. She holds both CPA and CGMA designations.

In addition to her professional work, Lori offers her financial and leadership talents to civic and religious organizations. An active volunteer and former Rotarian, Lori contributes to mission activities with Rising Hope Mission in Alexandria, Virginia.

PROFESSIONAL ASSOCIATIONS:

  • American Institute of Certified Public Accountants
  • Virginia Society of Certified Public Accountants, Tax Advisory Committee

EDUCATION:

  • Bachelor of Science in Accountancy from Northern Illinois University in DeKalb, Illinois
  • Master of Science in Business Administration from Boston University Metropolitan College in Boston, Massachusetts
INDUSTRIES:
Clergy, Closely-held Businesses

SERVICES:
Business Advisory, Tax: Business, Tax: State & Local
"The best part of my job is working with clients, helping them navigate their tax and financial issues to allow their business to grow and succeed."

 

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