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.

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.

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.

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.

Graham Blackburn, CPA

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

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.

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. 

Chris Duncan

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.

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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

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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.