Since our founding in 1980, Lutz has steadily grown to become the largest locally-owned firm of its kind in the Midwest. Our talented team of over 315 experts communicates openly, collaborates eagerly, and prioritizes integrity, work ethic, and superior service.
We’ve built our business around being responsive and proactive in every service we provide, from accounting and business consulting to technology, wealth management, and staffing solutions. Your goals are our goals. We believe that understanding where you’re coming from is a vital part of getting to the bottom line and taking you where you need to go.
More than just honesty and sincerity, integrity is about hard-earned respect from one another and our clients. It's the root of our authentic relationships with our clients, who trust that we will always provide the best solution.
+ Establish Unshakable Trust
+ Be Humble
+ Say It Straight
Humanity describes genuine concern for everyone's well-being. It’s what makes our team relatable and approachable and what ties us to the community. People always come first.
+ Appreciate Perspective
+ Put People First
+ Make Light
Intelligence, experience, and teamwork are the energy behind our business. Brainpower sums up our expertise and collaborative application of knowledge to meet and exceed client expectations.
+ Make the Complex Simple
+ Be an Expert
+ Play Your Position
We are confident and inspire confidence. This is our straightforward approach to communication, motivation to achieve great results, and commitment to being among the very best in our field.
+ Serve Beyond Expectations
+ Take Ownership
+ Embrace Change
While our brick-and-mortar offices are in Nebraska, we have the ability to tap into national and international resources via our partner association, PrimeGlobal.
PrimeGlobal is an award-winning association of independent accounting and business advisory firms, comprised of more than 300 highly successful member firms in over 100 countries. PrimeGlobal’s independent member firms house a total of over 3,000 partners, 28,000 employees and a combined revenue of over US$3.9* billion.
As one of the three largest associations of independent accounting firms in the world, PrimeGlobal member firms offer a powerful range of services and industry expertise to meet your needs – around the globe, around the clock.
Coming in at #76 in 2022, IPA’s annual rankings of the 500 largest firms in the U.S. are based on participating firms’ net revenues from the multi-billion-dollar Big 4 to the $3.8 million firm.
2022 was the tenth year INSIDE Public Accounting (IPA) has named Lutz as one of the Best of the Best Firms in the country. The Best of the Best distinction honors 50 CPA firms for their overall superior financial and operational performance.
This is Lutz’s fourth year on the Top 100 list, coming in at #83. This is the eighth consecutive year that Lutz has been recognized as a regional leader.
Lutz was named a 2022 Best Tax and Accounting Firm in America by Forbes. The list identifies firms across the U.S. that are most recommended for their tax and/or accounting services.
Lutz Financial was named one of Accounting Today’s 2022 Wealth Magnets: Top 150 Firms by Assets Under Management (AUM). Lutz Financial ranked #27 on the “$1 Billion-Plus Club” list with over $1.8 billion of AUM as of December 31st, 2021.
Lutz was named the winner of the 2019 Corporate Leadership Award by the Dean’s Advisory Board at the University of Nebraska-Lincoln College of Business. This award recognizes excellence in Nebraska-based companies that are successful, dynamic, and have a high level of commitment to their communities, customers, and employees.
Lutz was selected as one of the Best Places to Work in Omaha in 2018. The Best Places competition measures levels of employee satisfaction through an online survey.
Lutz was selected in 2018, 2019, 2020, 2021, and 2023 as one of the Top Accounting Firms in Omaha by B2B Magazine. This annual award recognizes industry leaders in the Omaha area.