Lori E. Wattelet
CPA
About Lori
Lori E. Wattelet is a dedicated Certified Public Accountant (CPA) with over 15 years of experience, specializing in tax preparation and accounting services for individuals, nonprofits, and small businesses. Her expertise spans auditing, financial consulting, and tax compliance, with a particular passion for supporting seniors in their tax planning and filing needs. Lori is committed to staying at the forefront of her field, attending annual conferences to stay current with the latest tax laws and accounting practices.
Prior to founding her own practice, Lori spent 15 years at a local accounting firm, where she gained deep expertise in both the tax and audit departments. She also served as Controller for a law firm before returning to public accounting, drawn by her passion for working directly with clients and helping them navigate financial responsibilities with confidence and clarity.
Outside of her professional life, Lori enjoys traveling-especially road trips, exploring new cities, and visiting national parks. She values time with her husband, Duane, and their two King Charles Cavaliers, Layla and Brutus.