Lutz Named a 2020 Top Recommended Tax and Accounting Firm by Forbes

Lutz Named a 2020 Top Recommended Tax and Accounting Firm by Forbes

 

LUTZ BUSINESS INSIGHTS

 

Lutz Named a 2020 Top Recommended Tax and Accounting Firm by Forbes

Lutz, a Nebraska-based business solutions firm, has been named a 2020 Top Recommended Tax and Accounting Firm in America by Forbes. The list identifies 227 firms across the U.S. who are most recommended for their tax and/or accounting services. Lutz is proud to have been named to both the “Best Tax Firms” and “Best Accounting Firms” lists.

To generate the Top Recommended Tax and Accounting Firms list, Forbes partnered with research company, Statista, to distribute a survey to various tax and accounting professionals including CPAs, tax lawyers, accountants, CFOs, and more. The survey asked participants to select the top ten tax and top ten accounting firms they would recommend based on their professional experience. Over 1,800 surveys were completed, and firms with the highest amount of recommendations were awarded. In total, 115 companies were named as “America’s Best Accounting Firms,” and 203 as “America’s Best Tax Firms.”

For a full list of Forbes’ 2020 Top Recommended Tax and Accounting Firms in America, please visit https://www.forbes.com/best-tax-firms/#54bd219324bd.

 

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OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz adds Coleman and Underberg

Lutz adds Coleman and Underberg

 

LUTZ BUSINESS INSIGHTS

 

Lutz adds coleman and underberg

Lutz, a Nebraska-based business solutions firm, recently added Emily Coleman and Maddison Underberg to its Lincoln and Omaha offices.

Emily Coleman joins Lutz’s Lincoln office as a Receptionist. She is responsible for creating an exceptional experience for clients and visitors. In addition, she will manage all client inquiries, coordinate communication, and perform other administrative duties as needed. Coleman received her Bachelor’s degree in marketing from the University of Nebraska-Lincoln.

Maddison Underberg joins the firm’s healthcare department as a Staff Accountant. She will work in Lutz’s Omaha office. Underberg is responsible for providing accounting and consulting services to healthcare organizations with a focus on outsourced CFO services and cost reports. She graduated from Midland University with a Bachelor’s degree in accounting.

 

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Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

 

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz adds 14 Staff Accountants

Lutz adds 14 Staff Accountants

 

LUTZ BUSINESS INSIGHTS

 

Lutz adds 14 Staff Accountants

Lutz, a Nebraska-based business solutions firm, recently added 14 staff accountants to its Omaha and Lincoln offices.

Ty Bardsley, Kaylee Hartman, Taylor Hoyt, Justin Oehm and Austin Sabaliauskas join the firm’s tax department. They are responsible for preparing individual and business income tax returns, as well as providing general accounting assistance to clients in a variety of industries. 

Ty Bardsley graduated from Nebraska Wesleyan University with a Bachelor’s degree in accounting and works in Lutz’s Lincoln office.

Kaylee Hartman interned with Lutz during tax season 2019 and now works in both the Omaha and Lincoln offices. She graduated from the University of Nebraska-Lincoln with a Bachelor’s degree in accounting and political science.

Taylor Hoyt graduated from the University of Nebraska-Lincoln with a Master of professional accountancy. Taylor works in Lutz’s Omaha office.

Justin Oehm interned with Lutz during tax season of 2018 and 2019 and works in the Omaha office. He graduated from the University of Nebraska-Omaha with a Master’s degree in business administration.

Austin Sabaliauskas interned with Lutz in the summer of 2017, as well as January 2018 through May of 2019. He graduated from the University of Nebraska-Omaha with a Master’s degree in accounting. Austin works in Lutz’s Omaha office.

Luke Biggs, Haley Carter, Joe Dahir, Matthew Gilg, Nikki Hullinger, Ryan Poppen and Ben Soukup join the firm’s audit department. They are responsible for providing credibility to clients through financial reporting.

Luke Biggs previously interned with Lutz during tax season in 2018 and 2019. He graduated from the University of Nebraska-Lincoln with a Bachelor’s degree in accounting. Luke works in Lutz’s Omaha office.

Haley Carter graduated from Ohio University with a Bachelor’s degree in accounting and business pre-law. Haley works in Lutz’s Omaha office.

Joe Dahir interned with Lutz during tax season in 2017. He graduated from the University of Nebraska-Lincoln with a Bachelor’s degree in accounting. Joe works in Lutz’s Omaha office.

Matthew Gilg interned with Lutz during the summer of 2018. Graduating from Doane University, Matthew received his Bachelor’s degree in accounting and business administration. Matthew works in Lutz’s Lincoln office.

Nikki Hullinger interned with Lutz during the summer of 2018, as well as, tax season 2018 and 2019. She received her Master’s in professional accountancy from the University of Nebraska-Lincoln. Nikki works in Lutz’s Omaha office.

Ryan Poppen interned with Lutz during tax season of 2018 and 2019. He graduated from the University of Nebraska-Lincoln with a Bachelor’s degree in accounting. Ryan works in Lutz’s Omaha office.

Ben Soukup previously interned with Lutz during tax season in 2018 and 2019. He graduated from the University of Nebraska-Lincoln with a Bachelor’s degree in accounting. Ben works in Lutz’s Omaha office.

Tyler Daveline joins the firm’s healthcare department in Omaha. He is responsible for providing accounting and consulting services to healthcare organizations with a focus on outsourced CFO services and cost reports. Daveline graduated from Nebraska Wesleyan University with a Bachelor’s degree in accounting and sport management.

Matt Siedhoff joins the firm’s client accounting services department. He is responsible for providing outsourced accounting services to clients, including QuickBooks and payroll assistance. Matt previously interned with Lutz during tax season of 2019. He received his Bachelor’s degree in accounting from the University of Nebraska-Lincoln. Matt works in Lutz’s Omaha office.

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

 

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Virtual Currency + Cryptocurrency

Virtual Currency + Cryptocurrency

 

LUTZ BUSINESS INSIGHTS

 

VIRTUAL CURRENCY + CRYPTOCURRENCY

The 2019 tax filing season is just around the corner and with that brings potential changes to tax compliance forms. It is anticipated that the IRS will be adding the following question to this year’s forms: “At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?”

The IRS is aware that taxpayers may have failed to report income and pay tax on virtual currency transactions or have reported their virtual currency transactions incorrectly. The IRS is actively addressing potential non-compliance in this area ranging from taxpayer educational letters to audits to criminal investigations.

Most recently, the IRS has issued Revenue Ruling 2019-24 and frequently asked questions (FAQs) to assist taxpayers in understanding reporting obligations for specific transactions involving cryptocurrency. The IRS explains cryptocurrency as a type of virtual currency that uses cryptography to secure transactions. These transactions are digitally recorded on a decentralized, public ledger. In this new Revenue Ruling, the IRS explains when cryptocurrency should be reported as gross income as a result of certain different types of transactions.

Since this cryptocurrency is considered “property, not currency” for federal tax purposes, the IRS has waived virtual currency from foreign bank account reporting FINCEN 114 and Form 8938 Statement of Specified Foreign Financial Assets. However, if you have dealt with cryptocurrency in the past or are currently engaging in cryptocurrency transactions, please discuss with your tax advisor. This will enable appropriate reporting decisions to be made, such as reviewing prior transactions to determine if an amended return should be filed, as well as reporting current transactions accurately for this tax year.

 

 

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SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

 

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz adds Hesselgesser, Hinrichs and Masek to Central Nebraska Offices

Lutz adds Hesselgesser, Hinrichs and Masek to Central Nebraska Offices

 

LUTZ BUSINESS INSIGHTS

 

Lutz adds hesselgesser, hinrichs and masek to central nebraska offices

Lutz, a Nebraska-based business solutions firm, welcomes Kelli Hesselgesser to its Grand Island office, and Brooke Hinrichs and Leslie Masek to its Hastings office.

Kelli, Brooke, and Leslie join the team as staff accountants. They are responsible for preparing individual and business income tax returns, as well as providing credibility to clients through financial reporting.

Hesselgesser interned with Lutz in the summer of 2018, as well as, tax season 2018 and 2019. She graduated from Hastings College with a Bachelor’s degree in accounting.

Hinrichs interned with Lutz during tax season in 2018 and 2019. She graduated from Hastings College with a Bachelor’s degree in accounting.

Masek interned with Lutz during tax season in 2018. She received her Master’s degree in business administration from the University of Nebraska-Kearney.

 

RECENT POSTS

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

 

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz adds Howes, McLane, Schriner, and Shafer

Lutz adds Howes, McLane, Schriner, and Shafer

 

LUTZ BUSINESS INSIGHTS

 

Lutz adds howes, mclane, schriner, and shafer

Lutz, a Nebraska-based business solutions firm, welcomes Jessica Howes, Andy McLane, Dakota Schriner, and Jeffrey Shafer.

Jessica Howes joins Lutz as a Talent Sourcer in the Omaha office. She is responsible for interviewing and placing candidates for Lutz Talent clients. Howes focuses on recruiting for the accounting, finance, office administrative and human resource industries. Graduating from the University of Nebraska at Lincoln, Jessica received a Bachelor’s degree in hospitality management with a minor in leadership communication. 

Joining Lutz Tech as a Systems Engineer, Andy McLane brings over 18 years of technology systems and engineering experience to the team. He is responsible for installing, configuring and maintaining application software and system management tools. Andy graduated from the University of Nebraska at Lincoln with a Bachelor’s degree in biological sciences. McLane works in Lutz’s Lincoln office.

Dakota Schriner joins Lutz’s accounting division as a Staff Accountant in the tax department. He performs complex consulting, as well as controversial service projects. Projects include assisting clients with tax-related issues from pursuing tax incentives, to managing state tax audits. Dakota received his Bachelor’s degree in accounting and management information systems from the University of Nebraska-Omaha. Dakota works in Lutz’s Omaha office.

Bringing over eight years of industry experience, Jeffrey Shafer joins Lutz Tech as a Systems Administrator in Lutz’s Omaha office. He is responsible for ensuring all systems are in working order through day-to-day system repairs and maintenance. Specifics include software installations, security inspections, server upkeep, troubleshooting and other technical support for end-users. Graduating from Bellevue University, Jeffrey received his Bachelor’s degree in information technology.

 

RECENT POSTS

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

 

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850