We offer many compliance and consulting services important to professional service firms.
As a member of a professional services firm—whether it be a law firm, team of consultants, telecommunication service group—you know the value of a powerful professional partnership. Here at Hobe & Lucas, we do too. Our experienced team members understand your unique needs and share your commitment to client service.
We offer many compliance and consulting services important to the service industry, including:
Our experienced team members understand your unique needs and share your commitment to client service.
Lawrence began his career as a utilities analyst more than 25 years ago, transitioning to public accounting in 1992. Lawrence lives by the philosophy that accountants are storytellers—accountants tell the story of where an individual, family or business has been.
In her 25 plus years at Hobe & Lucas, Lisa has developed many long-term client relationships. She specializes in auditing, attestation, compliance and accounting services; focusing on a number of industries including broker dealers, investment companies and other financial service companies, not-for-profits; medical and dental groups; and professional service firms. She also has significant experience working with employee benefit plans, and clients within the construction and manufacturing industries. Lisa is also in charge of recruiting and human resources functions at the firm.
Louis joined Hobe & Lucas in 1998. Through personalized service, he helps clients achieve their strategic, financial, and personal goals by first building effective relationships with clients through trust and dependability.
Jim joined Hobe & Lucas in 1991. He is proficient in taxes, mergers and acquisitions, succession planning, and litigation support. He provides personalized services to many privately held and family-owned businesses.
Bill has more than 30 years of accounting and consulting experience. He specializes in several areas, including construction accounting, manufacturing accounting, and sales and use tax consulting.
Brian Davis joined Hobe & Lucas in November 1996 as a staff accountant. Over the intervening years, he has worked his way through the ranks to become a Director at the firm, overseeing Employee Benefit Plan audit services.
Melissa began her career with Hobe & Lucas in 2005. She prides herself in providing quality tax preparation, accounting and consulting services to closely-held businesses and their owners.
We offer many compliance and consulting services important to the service industry.
Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value.
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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based brokerage services are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.
Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Financial Professionals may only conduct business with residents of the states for which they are properly registered. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.
