Lori J Page, E.A.
Enrolled Agent – “America’s Tax Experts“

“Delivering a forward thinking approach to your tax and accounting needs with personal care, integrity and ease.” ~

More than your everyday tax accountant… I am a real person, just like you.

I am a Mother, a Grandmother, and love spending time with my family and friends. I am a people person. I am an animal lover… and I have always had a special talent with numbers. Really. I know that sounds strange to some people, but it’s “my thing”.

I love numbers! Therefore, I LOVE what I do and continually enjoy developing lasting relationships with my clients. So, “my thing” gets to help “their thing”… and hopefully “your thing” too!

Whether you need assistance with your personal taxes or your business, I stay abreast of all of the tax law changes to ensure I can serve my clients best throughout the year.

Skills? Of course! Like you, I have many, so I am happy to share.

I have been a Tax Accountant for over 25 years with practice locations in both California and Washington State … AND fortunately for you, I am an Enrolled Agent.

Having successfully completed the three-year program in Representation and Practice before the Internal Revenue Service, I have earned the distinguished title of “Fellow” of the National Tax Practice Institute. My Fellowship certification entitles me all of the Rights and Privileges as a Fellow of National Tax Practice.

Highlights of my expertise are noted below.

EDUCATION AND ACHIEVEMENTS

• Certified “Enrolled Agent” – (Enrolled agents (EAs) are America’s Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.)
• Past President of Washington Association of Accountants Seattle Chapter.
• Senior Accounting Practitioner – Certificate, Lake Washington Technical College.
• Curriculum Designer/Teacher – developed handbooks and taught classes in Quickbooks Pro.
• Tax lecturer – to CPAs, E.A.s, and attorneys in conjunction with IRS and Washington Association of Accountants.

ADDITIONAL AREAS OF EXPERTISE

• Prepare/analyze complex monthly financial statements, per GAAP, for non-profits and multiple profit center firms.
• Extensive background in federal and state taxes; including budget projection, analysis and preparation.
• Completed W-2s and 1099s for 50+ companies with up to 300 employees each for multi-state returns.
• Prepare financial records that satisfy the detailed requirements of federal agencies such as HUD.
• Evaluate, install, administrate and use integrated computerized accounting and tax software.
• Proficient in Quick Books Pro (all versions), Excel, MS Word, Yardi, CCH Pro Systems, Lacerte

BUSINESS

• Opened practice June 2003 Arlington Washington
• Purchased John Kinross-Kennedy, CPA Tax practice February 2007, Newport Beach California and again in 2010 I Purchased Julie Froning Tax practice in Bellevue WA.

EDUCATION

• Earned Accounting Practitioner Certificate from Washington Technical College June of 1986.
• Passed Enrolled Agent Exam 2002 / Enrolled to practice before the Internal Revenue Service

WORK EXPERIENCE

• Logan, Foltz & Roberts, Inc. July 1986 – July 1990
• William T Cavender, CPA July 1990- May 1998
• Toyer & Associates, CPA’s Inc May 1998 – May 2003

SERVICE

• Washington Associations of Accountants:
• State Board Member 1997 – 2003
• Seattle Chapter President 1998
• Committee service – Membership
• Committee member – Budget, Education and Convention
• Seminar Lecture: Washington Association of Accountants