Let Me (re)introduce Our Team
Hi. And Welcome.
It’s been a bit of a hectic, never-ending tax season and we’ve been absent from our blog.
Stepping back into the blog world, we thought it would be a good idea to reintroduce our team. These are the behind the scenes people that get the work done!
Aligned CPA was founded in 2011 by Joy Lutz.
After leaving her previous role of 13 years with another CPA firm, she set out to create a firm that put the clients first, while using top-notch systems and software.
Over the years our vision and strategies have changed. Starting a CPA firm from scratch, all clients were welcome in the beginning (come on, building a business is hard!), but over time we realized the value in defining a niche, and serving those clients really, really well.
Today we serve solo and small law firms, as well as other service professionals. We help our client’s keep more money in their pockets by implementing proactive tax strategies. We also help with their accounting and making sure they are compliant with state trust accounting rules.
Joy Lutz, Cpa, Ctc
Joy is a CPA and CTC (Certified Tax Coach). She is our founder, visionary, and tax strategist.
She focuses her time on managing the firm as well as tax planning and strategies for our clients.
She is active in programs and education that focus on tax planning and implementing new tax strategies. As you know, 2020 and 2021 have kept her busy with all of the new planning opportunities!
If you’re interested in learning more about tax planning and how it can help you, we provide our new prospects with a tax savings report and return on investment with working with us. We’d be happy to go over your information with you. Shoot an email to admin (at) alignedcpa.com
Michelle joined the firm in 2018 and is our beloved Accountant. She’s our QuickBooks whiz, bookkeeping guru, and all around problem solver.
Michelle’s previous experience includes bookkeeping for small businesses, which makes her great at serving our clients.
Barbara just recently joined our team in early 2021. She is our Tax Accountant and helps Joy with all things tax related.
Fun fact: Barbara and Joy worked together at a previous CPA firm for 13 years! Barbara was there for 20+ years. We are extremely fortunate that she chose to come onboard with us.
Jana has been with us since 2017. She is our Bookkeeper as well as Admin, and is usually the first person you see when visiting our office.
Oh, and she’s also Joy’s sister!
Feel free to shoot us an email and say hello!
I help our client’s keep more money in their pockets by implementing proactive tax strategies. I promise you, working with a CPA and Certified Tax Planner can be much more exciting than crunching numbers and reviewing last year’s taxes.