Lori E Wattelet, CPA

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46 recent inquiries • Responds within a day

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Introduction

I have 15 years of experience in accounting. I enjoy working with my clients on their tax and accounting needs. Providing them with the financial statements that they need to make informed financial decisions. Asking pertinent questions to maximize deductions and minimize tax liability. Trust LEW with Your Accounting Needs!

Overview

Hired 16 times

Serves Roseville, CA

Background checked

License verified

1 year in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, PayPal, Venmo, and Zelle.

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2024

Specialties

Special tax situations

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Reviews

Customers rated this pro highly for responsiveness, work quality, and professionalism.

Exceptional 5.0

9 reviews

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Read reviews that mention:

Janelle M.

4 weeks ago

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Hired on Thumbtack

I was able to schedule quickly. Lori was also very accesible after my taxes were filed and responded promptly to any of my questions.

Individual Tax Preparation

Stephonik Y.

May 19, 2024

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Hired on Thumbtack

Lori was really helpful guiding me through catching up with my personal taxes as well as my LLC that I am looking to grow. I felt very confident in her work and she was always for available for any questions I had. Lori was calming and empathetic and completely professional.

Individual Tax Preparation

Alden c.

Sep 27, 2024

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Hired on Thumbtack

Lori was very professional, had the facts i needed. She made sure i understood all the information given. Thank you very much .

Individual Tax Preparation

Teri e.

May 15, 2024

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Hired on Thumbtack

I appreciate Lori's professionalism and her responsiveness as well. She helped me navigate through a delicate personal matter in an unbiased way providing me a fair and accurate audit. She asked questions for clarification and shared updates along the way.

Individual Tax Preparation

John B.

Apr 14, 2024

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Hired on Thumbtack

Lori is a thoughtful and responsive CPA who really cares about getting you the best help & advice possible. Her CPA licenses are easy to find on official websites so I had no concerns working with her remotely, with her being in CA and me living in NYC.

Individual Tax Preparation

Credentials

License

License Type: CPA – Certified Public Accountant (CA)

License verified on 4/11/2024

Background Check

Lori Wattelet

Lori E Wattelet, CPA

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