Sri Financial Service

Welcome to Sheila R. Lozan, CPA PLLC! Our company was founded in 2009 and is locally owned and based in Seattle. We offer a wide range of services including Accounting Services, Consulting, and Tax Services for Small Business and Individuals. Our mission is to help you achieve your financial goals by providing personalized services from highly skilled and experienced professionals. We pride ourselves on our commitment to professionalism, excellent service, and lasting relationships.

Our Services

At Sheila R. Lozan, CPA PLLC, we understand the importance of financial literacy and the need for accurate financial planning. Our services are designed to cater to the unique needs of each client, whether you are a small business or an individual. We offer a variety of services including accounting services, consulting, and tax services. Our team is dedicated to providing one-on-one attention to ensure that your financial goals are met.

Our Mission

Our mission is to help you achieve financial success by listening to your concerns, minimizing tax liability, working with you to find solutions to business needs, and creating a long-term professional relationship with integrity. We believe that "Numbers with Meaning is a Spirit that Creates Wealth." By putting context behind your numbers, you can truly understand every business decision and enjoy abundance.

About Our Founder

Sheila Lozan, CPA, is the Managing Member of the company. She has a Master's of Accounting from the University of Southern California and a Bachelor of Arts in Business Administration with a concentration in accounting from Seattle University. Prior to opening the company, Sheila spent 10 years with one of the "big four" public accounting firms, gaining a multitude of experience working with various clients. Sheila's passion for accounting, financial literacy, and business savvy make her an excellent choice for your accounting needs.

Contact Us

If you would like to learn more about our services or have any questions, please feel free to contact us. We look forward to working with you and helping you achieve your financial goals.