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Lorilei J. Roberts, CPA, MSBA, CGMA

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Lorilei J. Roberts, CPA, MSBA, CGMA

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

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

ARTICLES:

Businesses Serving Washington, D.C. Hit with Baseball Fee

washington-dc-baseball-fee

Washington, D.C. officials helped bring baseball back to the nation’s capital in 2008 by establishing a Baseball Fee. Initially, only businesses with a physical connection to the district had to pay the fee. However, businesses now have to pay it if revenues from services were delivered to customers located there, regardless of where the service was actually performed.

June 6, 2019 | Categories: Tax: Business | Tags:

Supreme Court Ruling Fundamentally Alters Sales Tax

Wayfair v South Dakota - Baltimore CPA

The U.S. Supreme Court has fundamentally altered Wayfair, Inc., and other online retailers’ ability to offer items at a lower cost than their brick and mortar counterparts. States can now require online retailers to collect sales tax from every customer no matter if they have a physical location in the shopper’s state, leaving online consumers to pay more for the items they buy.

Watch Your SALT!

State Local Tax - Warrenton CPA

While technology has made it much easier to provide services to customers all over the country or the world, it is also easy for business owners to find themselves in a tax quagmire.  SALT in tax circles refers to State and Local Taxation and includes all taxes legislated and administered by state and local tax authorities including income, franchise, sales and use, property, real estate, payroll, business licenses, among others. 

December 12, 2016 | Categories: Accounting, Tax: Business | Tags: ,
INDUSTRIES:
Clergy, Closely-held Businesses

SERVICES:
Business Advisory, Tax: Business, Tax: State & Local

HOW I HELP:


"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."

GET IN TOUCH:

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