Business Details
48 Years
experience
Your Trusted Accounting Partner in Independence, OH
Hobe & Lucas, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value. Founded in 1978, we have built a reputation as one of the largest independent accounting firms in Northeast Ohio, offering a broad portfolio of services and deep expertise across industries such as construction, healthcare, manufacturing, and financial services. Our team of seasoned professionals combines technical knowledge with personalized attention, ensuring clients receive tailored solutions to navigate financial challenges and achieve long-term success.We prioritize responsive communication, collaborative relationships, and continuous education to maintain the highest standards of service. With a commitment to integrity and client-centric values, we empower businesses and individuals to thrive in an ever-evolving economic landscape.
Services
Auditing
Tax Planning
Business Consulting
Payroll Solutions
Valuation Services
Client Accounting
Mergers & Acquisitions
Technology Consulting
Wealth Management
Details
- Year established: 1978
Highlights and features
- We offer 40+ years of experience in accounting and business consulting across diverse industries.
- Our team provides personalized service with a focus on responsive communication and tailored solutions.
- We specialize in niche areas like employee benefit plans, mergers and acquisitions, and tax credits.
- Our professionals hold certifications including CPA, CGMA, and CVA, ensuring technical excellence.
- We integrate technology and accounting expertise to bridge gaps between IT and financial strategy.
Associations and certifications
- Public Company Accounting Oversight Board (PCAOB)
Services
Auditing
Our auditing services provide comprehensive evaluations of financial statements and internal controls for for-profit companies, nonprofits, and government entities. We deliver accurate, compliant reporting while identifying operational efficiencies and risk mitigation strategies. Our PCAOB-registered firm combines technical expertise with industry-specific insights to ensure transparency and build stakeholder confidence.
Tax Planning
We offer strategic tax planning and compliance solutions for businesses and individuals, covering federal, state, and international tax requirements. Our team stays current with evolving regulations to minimize liabilities while maximizing savings through credits, incentives, and entity structuring tailored to each client's unique circumstances.
Business Consulting
Our business consulting services focus on operational strategy, mergers and acquisitions, and succession planning. We analyze financial health, develop growth strategies, and provide expert guidance on profitability optimization, helping clients make informed decisions aligned with their long-term objectives.
Payroll Solutions
We deliver end-to-end payroll solutions with direct deposit, tax filing, and employee self-service portals. Our services ensure compliance with labor laws and tax regulations while streamlining payroll processes through secure digital platforms accessible to employers and employees 24/7.
Valuation Services
Our valuation experts determine accurate business valuations for mergers, acquisitions, and litigation support. We employ rigorous methodologies tailored to industry-specific factors and transaction requirements, providing defensible valuations that meet regulatory and financial reporting standards.
People
Lisa M. Matuszny
Shareholder, Financial Advisor
With 25+ years at Hobe & Lucas, Lisa specializes in auditing and accounting for financial services, healthcare, and construction industries. She leads HR initiatives and provides attestation services, combining technical expertise with client-focused solutions.
James P. Gero
Shareholder Emeritus
A 1991 joiner, Jim excels in tax strategy, M&A, and succession planning for family-owned businesses. His client-centric approach emphasizes personalized service and long-term relationship-building through trust and dependability.
Louis V. Loparo
Shareholder, Financial Advisor
Since 1998, Louis has delivered tax and consulting services to businesses and individuals. His expertise in construction and manufacturing accounting, combined with CVA certification, supports strategic financial planning for clients.
William Wildenhein
Shareholder Emeritus
With 30+ years of experience, Bill specializes in construction and manufacturing accounting, sales tax consulting, and business advisory. His deep industry knowledge helps clients navigate complex financial challenges.
John Foster
Tax Director
Leading the tax department since 1997, John provides corporate and individual tax planning expertise. He focuses on compliance and strategic solutions for small businesses and high-net-worth individuals.
Questions
What accounting services does Hobe & Lucas offer?
We provide auditing, tax planning, business consulting, payroll solutions, and valuation services for businesses and individuals across multiple industries.
How does Hobe & Lucas differentiate from other accounting firms?
We combine 40+ years of experience with industry-specific expertise, personalized service, and technology integration to deliver tailored solutions that address unique client needs.
Do you specialize in tax planning for specific industries?
Yes, we serve construction, healthcare, manufacturing, financial services, and nonprofit sectors, offering specialized tax strategies aligned with industry regulations and challenges.
Can I access payroll services online?
Yes, our payroll solutions include employer and employee portals for 24/7 access to pay stubs, tax documents, and real-time reporting.
