Business Details
Trusted Accounting Services in Austin, TX
Lolley & Associates is a full-service public accounting firm based in Austin, Texas, dedicated to serving businesses and individuals with complex tax needs. Our team of certified public accountants and management consultants provides a comprehensive range of services, including tax preparation, audits, reviews, compilations, and advisory services. With decades of combined experience, we prioritize building long-term client relationships through personalized attention, technical expertise, and a commitment to staying current with evolving tax laws and industry standards. Our mission is to help clients maintain financial viability today while proactively addressing future goals through strategic planning and sound analysis.We serve a diverse clientele across industries, from small businesses to large corporations, and pride ourselves on delivering timely, competent advice grounded in integrity and professionalism. Our investment in continuing education, advanced technology, and industry relationships underscores our dedication to excellence. Clients benefit from our focus on open communication, tailored solutions, and a partnership-driven approach that aligns our success with theirs. As a trusted staple of the Central Texas business community, we combine broad service offerings with the responsiveness of a local firm to meet the unique needs of each client.
Services
Tax Preparation
Audits
Reviews
Compilations
Advisory Services
Highlights and features
- We offer over 40 years of combined experience in public accounting and tax advisory.
- Our team provides personalized attention with advanced technical expertise and financial acumen.
- We specialize in serving diverse industries including real estate, healthcare, and oil & gas.
- Our commitment to continuing education ensures compliance with the latest tax laws and standards.
- We maintain a partnership-driven approach, aligning client success with our own.
Services
Tax Preparation
Our tax preparation services guide clients through complex tax planning and filing requirements, minimizing liabilities while maximizing cash flow. We specialize in individual, corporate, and partnership tax strategies aligned with evolving regulations. Clients benefit from tailored advice to optimize financial opportunities and ensure compliance.
Audits
We conduct comprehensive audits to provide reasonable assurance that financial statements comply with GAAP. Our process includes evaluating internal controls, verifying assets, and identifying risks of material misstatement. This service meets SEC requirements for public companies and satisfies lender needs for private businesses.
Reviews
Our limited assurance reviews analyze financial statements for material misstatements through analytical procedures and management inquiries. This cost-effective option includes footnote disclosures and cash flow statements, ideal for businesses seeking credibility without full audits.
Compilations
We prepare compilations using client-provided data, formatted to GAAP standards without assurance. This service focuses on presenting financial information clearly for internal use, with optional footnote disclosures to support decision-making processes.
Advisory Services
Our advisory team helps clients enhance efficiency and adapt to market changes through strategic financial analysis. We evaluate accounting procedures, implement technology solutions, and provide guidance on cost control and regulatory compliance tailored to specific industry challenges.
People
R. Lance Lolley
CPA
Over 40 years of public accounting experience, specializing in closely held businesses, tax planning, and nonprofit advisory services. AICPA and Texas Society of CPAs member.
Kristen Haines
CPA
19 years in public accounting with expertise in manufacturing, oil & gas, and government sectors. Joined Lolley in 2009. Active in Texas CPA associations.
Kathleen Hausenfluck
CPA
12+ years in tax planning and business consulting across real estate, healthcare, and technology industries. Joined Lolley in 2015. AICPA and Texas CPA member.
Nolan Neises
CPA
Specializes in partnership and small business tax issues with 10+ years of experience. Assists clients with business transactions and compliance matters.
Kim Harvey
Tax Specialist
Focuses on corporate, partnership, and estate tax compliance with 20+ years at Lolley. Provides strategic tax solutions for diverse client needs.
Questions
What accounting services does Lolley and Associates offer?
We provide tax preparation, audits, reviews, compilations, and advisory services for businesses and individuals across multiple industries.
Do you specialize in specific industries?
Our team has expertise in real estate, healthcare, oil & gas, technology, retail, and nonprofit sectors.
How do you ensure tax compliance with changing regulations?
Our CPAs maintain continuous education on tax law updates and apply rigorous analysis to optimize compliance strategies.
What's the difference between audits and reviews?
Audits provide the highest assurance through detailed verification, while reviews offer limited assurance using analytical procedures.
Can I access financial statement services online?
Yes, we offer secure client portals for document sharing and communication regarding financial statement preparation.
