Employee Benefit Plans

No matter what your employee benefit management needs, Hobe & Lucas professionals are primed to assist.

Why are benefits so often a burden? At Hobe & Lucas, we understand how complicated navigating employee benefit accounting can be. That’s why we’ve developed a thorough understanding of the tax implications of employer-provided plans. It’s also why we offer a multitude of services to make benefit plan management easier.

No matter what your employee benefit management needs, Hobe & Lucas professionals are primed to assist. Our offerings include:

Employee Benefit Plan Audits

Employee Benefit Consulting

Employee Benefit Compliance

Realize maximum benefit from your plans.

Our Benefit Plan Experts

Realize maximum benefit from your plans.

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. 

Get In Touch

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Where Can We Help?

No matter what your employee benefit management needs, Hobe & Lucas professionals are primed to assist.

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

6000 Freedom Square Dr #550

Independence, OH 44131

216-524-8900 info@hobe.com

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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.