Firm Directory
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Lucy Luo
Associate Accountant
Education and Experience
- M.S. in Accounting, East Carolina University
- 10 years at Gosule, Butkus & Jesson, LLP
- Certified Public Accountant, Massachusetts
- Over 10 years experience
Personal
Lucy likes to play tennis, travel, cook, and laugh with family and friends.
Expertise
Lucy's experience has helped her better understand current tax laws, enabling Lucy to assist clients to fulfill tax goals and achieve tax savings through tax planning. In addition to providing traditional financial statement services, Lucy also assists clients with accounting software implementation and accurate recording of accounting transactions.
Industries
-Real Estate
-Non-profit Organizations
-Restaurant Services
-Professional Services
-Family Business
-Start-up entities
-Private Foundations
-Fiduciary Support
- High Net Worth Individuals
Service Area
-Audits, Reviews and Compilations
-Financial Statements
-Accounting services
-Financial Forecasts and Projections
-Cash Flow and Budgeting Analysis
-Accounting Software Selections and Implementation
-Consulting Services
-Tax Services
-IRS and Mass. DOR Representation
Professional Associations
Massachusetts Society of Certified Public Accountants
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