Business Details
17 Years
experience
Your Trusted Seattle CPA for Accounting & Tax Services
Founded in 2009, Sheila R. Lozan CPA PLLC has established itself as a trusted provider of accounting and financial services in Seattle. Our team of certified professionals brings decades of combined experience, including prior work with top-tier public accounting firms. We are committed to maintaining the highest ethical standards through active membership in organizations like the American Institute of Certified Public Accountants and the American Society of Women Accountants.Our professionals complete ongoing education to stay current with industry developments, ensuring clients receive up-to-date guidance. We differentiate ourselves through personalized service, combining technical expertise with a deep understanding of individual and small business financial needs. Our approach emphasizes transparency, integrity, and long-term relationship building, helping clients navigate complex financial landscapes with confidence.
Services
Tax Preparation
Business Consulting
Financial Planning
Estate Accounting
Non-Profit Services
QuickBooks Assistance
Budget Analysis
Personal Finance
IRS E-Filing
Financial Statements
Details
- Year established: 2009
Highlights and features
- We offer 10+ years of experience from former Big Four accounting professionals
- Our team maintains active CPA licensure with mandatory continuing education
- We provide personalized service with detailed record-keeping for every client
- Our professionals hold membership in top accounting ethics organizations
- We combine technical expertise with practical business advisory capabilities
Associations and certifications
- American Institute of Certified Public Accountants
- American Society of Women Accountants
What people say
Professional and thorough
Immediate assistance
Depth and breadth of knowledge
Patient and professional
Diligent and cost-effective
Services
Tax Preparation
Comprehensive tax preparation and planning for individuals and businesses. Our experienced CPAs stay current with annual tax code changes to ensure accurate filings. We specialize in minimizing tax liability while maintaining full compliance with federal and state regulations.
Business Consulting
Strategic financial consulting for small businesses. We help owners understand financial statements, improve cash flow, and make informed business decisions. Our services include financial statement reviews and operational efficiency recommendations.
Estate Accounting
Specialized accounting for estates and trusts. We guide executors through the complex financial responsibilities of managing loved ones' affairs, providing clear reporting and tax compliance for estate settlements.
Financial Planning
Personalized financial planning services for individuals. We help clients create budgets, analyze spending patterns, and develop strategies for long-term financial goals including retirement and major life events.
Non-Profit Services
Tailored accounting solutions for non-profit organizations. Our services include financial statement preparation, tax compliance, and financial management guidance to help non-profits maintain their mission-focused operations.
People
Sheila R. Lozan
Managing Member
Certified Public Accountant with Masters of Accounting from University of Southern California. Former Big Four accounting firm professional with 10 years of experience serving diverse industries. Founded the firm in 2009 to provide personalized financial services while maintaining the highest professional standards.
Questions
What accounting services do you offer for small businesses?
We provide business consulting, financial statement preparation, tax planning, and bookkeeping services tailored to Seattle small businesses' specific needs.
Do you handle both business and personal tax preparation?
Yes, we offer comprehensive tax services for both businesses and individuals, including estate and trust tax filings.
Are you qualified to handle complex financial situations?
Our CPA team has extensive experience with complex financial matters, including working with CFOs and handling intricate estate accounting.
Can you help with QuickBooks and budget management?
We provide QuickBooks training and budget analysis services to help clients understand spending patterns and improve financial management.
What makes your firm different from other accounting services?
We combine Big Four accounting experience with personalized service, maintaining active professional education and ethical standards.
Do you offer electronic tax filing services?
As an Authorized IRS E-File Provider, we offer electronic filing for individual, business, and information returns.
