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.
Education, Certifications & Training
Bachelor of Business Administration, Accounting – Universidad Interamericana, San Juan, Puerto Rico
Certified Public Accountant (CPA)
Memberships
American Institute of Certified Public Accountants (AICPA)
Ohio Society of CPAs (OSCPA)
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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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.
