Upload documents securely, review important deadlines, and get answers to client portal questions.
Want to receive financial market updates straight to your inbox? Sign up below!
Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions
Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.
Get the latest news and insights on relevant topics that matter most to you.
Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
Log in to your relevant client portal to access your account, upload documents, or make a payment.
Lutz recently added Morgan Felber, Lauren Helgerson, Teresa Molina and Tonya Spilinek to the firm.
Felber joins the M&A division as a Transaction Advisory Services Associate. She is responsible for assisting with transaction due diligence, transaction structuring and valuation support. In addition, she prepares Quality of Earnings Reports for a variety of businesses. Graduating from Texas Christian University, she received her bachelor’s degree in accounting. She works in Lutz’s Omaha office.
Helgerson joins the firm as a Senior Accountant in the healthcare department. She is responsible for preparing cost reports, delivering accurate financial statements, and providing healthcare consulting services to clients with a focus on Critical Access Hospitals (CAH). Graduating from the University of Nebraska-Omaha, she received her master’s degree in accounting. She works in Lutz’s Omaha office.
Molina joins the firm as a Receptionist in Lutz’s Grand Island office. She is responsible for creating an exceptional experience for clients and visitors. In addition, she will manage client inquiries, coordinate communication, and perform other administrative duties as needed. Teresa graduated from the University of Nebraska-Lincoln with a bachelor’s degree in child, youth and family studies.
Spilinek joins the firm as a Client Resource Assistant in the Grand Island office. Her responsibilities include assisting accounting professionals in obtaining and processing information for accounting clients and providing general administrative support as needed. Tonya brings over eight years of customer service and problem-solving experience to the role.