Lutz adds Davis, Morgan and Wheatley to Omaha Office

Lutz, a Nebraska-based business solutions firm, welcomes Corey Davis, Tara Morgan, and Hope Wheatley to the Omaha office.

Joining the firm‘s healthcare group as a staff accountant, Davis is responsible for assisting in the preparation of cost reports, chargemaster reviews, and monthly accounting duties for healthcare organizations. He has his Bachelor’s degree in Accounting from the University of Nebraska at Omaha, and his Masters of Accountancy from the University of Scranton.

Morgan joins the audit department as a staff accountant where she is responsible for providing credibility to clients through financial reporting. She comes to Lutz from Ernst & Young where she worked as a level two staff auditor. Morgan graduated from Creighton University with a Bachelor’s degree in accounting.

Wheatley joins the firm as an internal staff accountant. Her primary responsibilities consist of compiling and maintaining accounts payable records, reconciling credit cards, generating checks, and other administrative tasks. Wheatley brings over 15 years of relevant experience in bookkeeping, accounting, billing, and compliance.


Onboarding Your First Employee? Your New Tax Responsibilities

Your first hire represents a real milestone in your company’s status: You’re about to become an employer. You probably feel proud about your new role, but you may also be apprehensive about staying compliant with state and federal employment policies governing critical issues like payroll…

read more

Types of M&A Buyers: Strategic vs. Financial

In the world of M&A, buyers tend to fall into two distinct categories: strategic and financial.  We believe it is important to understand the differences among these buyer groups so you know what to expect and who to approach about a potential sale…

read more


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.

All content © 2018 Lutz & Company, PC  |  Privacy Policy


13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800


747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154


403 Lexington Circle

Grand Island, NE 68803

P: 308.384.9910


601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000


2722 S Locust Street

Grand Island, NE 68801

P: 308.382.7850