Lorie D Blum, CPA, PC

Tom P. _{on Yelp}

Aug 26th, 2015

Just started a new business and I was very frustrated with my old accountant. She was highly recommended to me and I cannot say enough good things about her. She is on time, has given us great advice to reduce our merchant fees by over 50%. She works on both my business and personal taxes and watches the flow of money to keep our business safe. We are a veterinary clinic and she as worked with many veterinary clinics in the Valley so knows our special needs. Highly recommend her to all business owners

Ryan A. _{on Yelp}

Jun 5th, 2015

Lorie and her team have helped out my business tremendously. They have taken a huge burden off my shoulders with all of the great work they do. Thank you!

Jay C. _{on Yelp}

Feb 3rd, 2014

RUDE! I have done my taxes there for 5 years and that will be the last of that. The front office does not listen to what is said and changes stories. Lori after 5 years I finally had a concerstaion with her and she was very rude and unprofessional. I have friends and co workers who have used her and they said the same thing and will not be returning either.FIND SOME ONE ELSE!

Julie M. _{on Yelp}

Mar 17th, 2010

I have to give big props to Lorie!  She makes getting your taxes done fun.  Fun?  Okay, maybe not fun, but it sure was quick and easy.  After a year with a lot of changes, we knew that our taxes were going to be a little bit more involved than in years past.  We made an appointment with Lorie and she gathered all of our information and tax documents.  She was very helpful in giving overall tax advice and answering our questions.  We were done with our office visit in about 25 minutes and she told us our taxes would be done in a couple of weeks.  We had a few questions and pieces of information that came up after our initial meeting, and Lorie was easily accessible via email, often responding within minutes.  A couple of weeks after our in-person meeting, Lorie had our taxes done and we simply needed to go in and sign them so that they could be filed.  Easy!It was such a nice experience, compared to the hassle of going with a big national tax firm and having to sit there for an hour or more in a not-so-private office while they complete your taxes.  It was also better than using tax software or an online service since we were able to deal with a person and ask questions and get advice on what to do given our changing circumstances.We have definitely found our go-to tax person and know that we will be in good hands in years to come.