Professional Services

We offer many compliance and consulting services important to professional service firms.

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.

SERVICES

We offer many compliance and consulting services important to the service industry, including:

Our Professional Services Team

Our experienced team members understand your unique needs and share your commitment to client service.

Brian Davis, CPA

Since 1996, Brian has been serving a diverse mix of clients in several areas, such as manufacturers, construction companies and professional groups. Services include employee benefits, including ERISA Audits and retirement plan design and tax, attest and accounting services.

Melissa Love, CPA

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.  She serves individual and business clients in the medical, professional services, manufacturing, construction, and financial service industries.

Aimee Mauro, CPA

Aimee joined Hobe & Lucas in October 2021. She brings 10 years of accounting and auditing experience, with a focus on financial service companies, broker-dealers, construction contractors and employee benefit plans. Outside the office, Aimee enjoys exploring the Cleveland area with her family.

Chris Duncan, CPA

Chris joined Hobe and Lucas in January of 2022. He has over twenty years of public accounting experience working at the national, regional, and local firm level. Chris provides tax planning and compliance services for a number of businesses, individuals, and non-profits. Chris has vast experience working with various state tax compliance and planning issues. In addition, Chris has worked with many clients looking to sale and acquire their businesses.

David Baldoza

Dave joined Hobe & Lucas in 2019 and brings over twenty-five years of experience to his small-business, non-profit, and individual clients. He advises his clients on issues that are important to them, from start-up to exit strategies, bookkeeping to owner tax and estate planning. Dave leverages technology and Hobe & Lucas’s extensive resources to serve clients nationwide

James Chase, CPA, MT

I have over 25 years of accounting knowledge and experience specializing in audits and tax services of small to medium sized businesses.

John Foster

Joined Hobe & Lucas in 1997. He has experience in tax services, auditing, and client accounting services. He has many years of experience in both corporate and individual tax issues.

Kelly Anzevino, CPA, MT

Kelly has over 20 years of experience in the accounting and tax field working with multinational companies at the Big 4 level to entrepreneurial start-up businesses with local public accounting firms. She provides extensive tax knowledge and a passion for assisting clients with complex and emerging tax issues. Additionally, Kelly provides day to day tax compliance and consulting for high net worth individuals and closely held businesses in various industries including professional services, financial services, real estate investments, non-profit organizations, manufacturing as well as the arts, entertainment & recreation industry. Her mission is to deliver consistent, first-class service that focuses on each client’s needs with a personalized approach.

Thomas Kusak

Tom has been engaged in the practice of public accounting since 1980. He joined Hobe & Lucas in January 2019 when they acquired his firm, Flask, Kusak & Company. Tom provides accounting, tax preparation and planning services to business and individual taxpayers in a wide variety of industries.

Tricia Vega, CPA

Tricia joined Hobe & Lucas in December 2020. She has over 15 years of experience in public accounting working with regional/national firms. Tricia works with individual and business clients in a variety of industries and provides technical expertise in the areas of accounting, tax planning and tax compliance. Her background also includes experience in auditing and in the preparation of reviews and compilations.

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Reach Out to Our Professional Services Team Today

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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Contact Info

4807 Rockside Rd Suite 510

Independence, OH 44131