Tax Planning

Find out how we can simplify your life and save you money this tax season and beyond.

Taxation is an implicitly complicated subject matter, and the rules and regulations governing it are constantly changing. Staying current with these changes is a daunting task, but a vital one. There is good news, however: Not only is this our job, we actually enjoy it.

Hobe & Lucas offers a multitude of tax accounting services for businesses and individuals.  Our tax professionals are passionate about keeping up with the latest tax laws and understanding their impact on our clients. We remain apprised; you can have assurance that you remain compliant and that we have  effectively minimized your tax burden.

Our tax professionals continuously look for planning opportunities to help you capitalize on both new and existing tax laws. We start by listening to your needs and learning your business, and we lead to appropriate and useful strategies  that minimize the taxes you pay. We provide consulting and planning in areas such as:

Find out how we can simplify your life and save you money this tax season and beyond.

Our Outstanding Tax Planning Team

Our tax professionals continuously look for planning opportunities to help you capitalize on both new and existing tax laws.

WILLIAM WILDENHEIM, CPA

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.

LOUIS V. LOPARO, CPA, CITP

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.

LAWRENCE A. DEBALTZO, CPA, CGMA, CVA

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.

Graham Blackburn, CPA

Graham joined Hobe & Lucas in January 2010. He has worked on a variety of projects and served clients in multiple industries.

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. 

John Foster, CPA

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.

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.

David Baldoza, CPA

Dave joined Hobe & Lucas in 1999 and brings over twenty-five years of experience to his small-business, non-profit, and individual clients.

Gwendolyn Timonere

Gwendolyn joined the Hobe & Lucas team in 2022. She has almost 10 years of accounting experience.

James Chase, CPA, MT

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

Jorge Suarez, CPA

Jorge handles accounting, tax and other services for clients of varying size and complexity, mostly in manufacturing, construction and retail. He has been in public accounting since 1996.

Kassie Armstrong

Works with a variety of clients in several areas including but not limited to construction, not-for-profits, and professional services. Provides a wide array of tax services to individuals, businesses, trusts, and tax exempt entities.

Kierstin Bloom

Kierstin joined the firm in late 2022. Bringing with her is her expertise in small business taxes, bookkeeping and payroll.

Lynne Baranek, CPA

Seasoned tax preparer

Thad Popchak

Thad has been working with an extensive range of clients since 1998, providing tax, attest and accounting services.

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

Vicki Bernardi, CPA, CGMA

Vicki joined Hobe and Lucas in 2008 as a manager in the firm’s Tax Department. She has been in public accounting for more than 30 years, and she is a published author in The Journal of Accountancy.

Get In Touch

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Is Tax Season on Your Mind?

Find out how we can simplify your life and save you money this tax season and beyond.

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

216-524-8900 info@hobe.com