Our accounting and auditing professionals are talented and have a wealth of experience working with for-profit companies (public and privately held), non-profit organizations and governmental entities.
Our accounting and auditing professionals are talented and have a wealth of experience working with for-profit companies (public and privately held), non-profit organizations and governmental entities. Whether you need an audit, review, compilation or some type of assurance reporting, we can meet your requirements. The right auditing and accounting services, the right size company.
Hobe and Lucas is registered with the Public Company Accounting Oversight Board (PCAOB), allowing us to deliver the broad range of services typically associated with larger firms, but with the value and personal touch of a small company.
Meet our talented team members who specialize in this field with a wealth of experience and knowledge, in for-profit, non-profit and govermental entities.
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.
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.
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.
Graham joined Hobe and Lucas in 2010 and has demonstrated a uniquely high tolerance for spreadsheets. Now he utilizes varied industry experience to provide businesses with effective and simple solutions.
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.
Reach out to us to discuss your needs.
Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value.
Upload 8879 Make A Payment
Check us out on BrokerCheck®.
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.
