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. He provides tax, audit, CFO for hire and consulting services to a variety of closely held businesses in the healthcare, construction and professional services industries.

In 2019 Louis became Managing Partner at Hobe & Lucas. As a trusted advisor and shareholder, he leads with integrity, compassion, respect, and togetherness.  Over the years, Louis has learned that success looks different for everyone, and the importance of building meaningful relationships with those around him. He takes immense pride in the family culture he has helped to build and strengthen at Hobe & Lucas, and that sense of family can be felt when interacting with colleagues and the clients he serves. Those moments of authentic connection drive him in his career at Hobe & Lucas.

Outside of work, Louis loves spending time with his wife and four children, as well as his extended family. In true Italian form, family gatherings bring everyone together and always involve a lot of food! He also enjoys volunteering in the community, discovering new restaurants, catching a performance at Playhouse Square, chasing around his 2 dogs, and singing wrong song lyrics – just to bug his kids.

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. However, as trusted advisers, they are also uniquely positioned to tell the story of where that individual, family or business will go.

Lawrence works with professional service companies, trade associations, construction companies, retail stores, manufacturers, real estate companies, restaurant/caterers and individuals to assist with accounting and tax compliance and planning issues, and to provide proactive advice on a consulting basis. Additionally, Lawrence is able to assist clients with valuation issues such as: buy/sell agreements, merges and acquisitions, and exit planning to name just a few Over the years, he has written policy and procedures manuals, developed databases and modeling spreadsheets, and assisted clients with life and business transitions. Lawrence was a sole proprietor for five years, which gives him a unique perspective of the issues facing today’s business owners.

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.

Barry Garvin, CPA

Barry has over 40 years of experience in management advisory services, tax and accounting. He had a successful accounting practice supporting small to mid-market companies before joining Hobe & Lucas in January of 2021.

Barry began with Hobe and Lucas in 2021 when he merged his practice into Hobe and Lucas. He specializes in working with closely held family businesses in all aspects of their business including tax and estate planning, financial and general business consulting, and all areas of compliance. He started working in accounting field when he was in high school working as a part time bookkeeper for a CPA firm. Then continued working at the firm through college. After graduation began working full time at a public accounting firm and eventually became a partner. Barry’s number one priority is client service.

Outside of the office, Barry volunteers and sits on several boards of not-for -profit organizations including The Cleveland Jewish Federation Commission on Cemetery Preservation and The Magnolia Clubhouse. He enjoys being with family, golf, reading and studying religion and history.

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, CPA

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

Graham Blackburn, CPA

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

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.

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.

Jorge Suarez, CPA

Jorge handles accounting, tax and other services for clients of varying size and complexity, mostly in the manufacturing, construction and retail industries. He is the in-charge accountant on several audits reviews and compilations. Jorge also assists in new personnel training, mostly as it relates to tax preparation. He is part of the tax department and in that role he assists with the tax review process. 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.

Lynne Baranek, CPA

Seasoned tax preparer

Mun Yu, CPA

Works with broad range of clients providing tax, attest, and accounting services for individuals and businesses.

Thad Popchak

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

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.

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. Vicki provides consulting services and technical expertise in the areas of accounting, tax planning, and tax compliance to a variety of closely held businesses, individuals, estates, and trusts. Her background also includes attest services, retirement plans, and not-for-profit entities. Vicki is also active in staff mentoring and development.

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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