Business Details
17 Years
experience
Trusted Accounting and Tax Services in Seattle
Founded in 2009, Sheila R. Lozan, CPA PLLC, CPA PLLC has been serving clients in Seattle and surrounding areas with comprehensive accounting, tax, and consulting services. Our mission is to help individuals and small businesses achieve financial success through personalized solutions, integrity-driven practices, and a commitment to long-term relationships. With over a decade of experience at a 'big four' public accounting firm, our founder, Sheila Lozan, brings deep expertise in financial reporting, tax planning, and advisory services for diverse industries including broadcasting, insurance, and consumer products.We prioritize continuing education to stay current with evolving regulations, ensuring our clients receive accurate, forward-thinking guidance. As members of the American Institute of Certified Public Accountants and the American Society of Women Accountants, we uphold the highest ethical standards while delivering tailored financial strategies that empower clients to make informed decisions and build lasting wealth.
Services
Business Consulting
Tax Preparation & Planning
Financial Statements Review
Estate & Trust Services
Non-Profit Consulting
Individual Tax Preparation
Budget Analysis
Personal Financial Planning
IRS E-File Services
Financial Statements Compilation
Details
- Year established: 2009
Highlights and features
- We have over 10 years of experience in public accounting with a 'big four' firm.
- Our team consists of certified experts with specialized knowledge in tax and financial planning.
- We prioritize continuing education to stay current with industry regulations and best practices.
- We offer personalized, one-on-one attention tailored to each client's unique needs.
- We uphold strict ethical standards through membership in professional accounting organizations.
What people say
Very professional and thorough
Efficient and detailed records
Patient and knowledgeable
Diligent and cost effective
Excellent problem solver
Services
Business Consulting
We provide strategic financial guidance for small businesses, including bookkeeping, accounting procedures, and operational planning. Our expertise helps entrepreneurs navigate complex financial decisions, streamline processes, and achieve sustainable growth. With personalized support, we empower business owners to focus on core operations while ensuring financial compliance and efficiency.
Tax Preparation & Planning
Our comprehensive tax services include preparation, planning, and compliance for individuals and businesses. We minimize liabilities through proactive strategies while ensuring adherence to evolving tax laws. By analyzing financial situations and life changes, we optimize returns and provide clear, actionable advice to support long-term financial health for all clients.
Financial Statements Review
We offer detailed reviews of financial statements to ensure accuracy, transparency, and regulatory compliance. This service provides stakeholders with confidence in financial reporting while identifying potential risks or discrepancies. Our meticulous approach supports informed decision-making for businesses seeking to maintain credibility with investors, lenders, or regulatory bodies.
Personal Financial Planning
Our financial planning services help individuals achieve personal goals through budget analysis, investment strategies, and life-event planning. We address retirement, marriage, and other milestones with customized roadmaps that align with clients' aspirations. By fostering financial literacy, we enable clients to control their financial future with confidence.
IRS E-File Services
As an Authorized IRS E-File Provider, we offer secure, efficient electronic submission of tax returns for individuals, businesses, and information returns. This service ensures timely, error-free processing while providing confirmation of receipt and faster refunds. Our expertise guarantees compliance with federal and state requirements for all filers.
People
Sheila Lozan
Managing Member
Sheila Lozan is a Certified Public Accountant licensed in Washington with a Master of Accounting from USC and a BA in Business Administration from Seattle University. She founded her firm in 2009 after 10 years at a 'big four' accounting firm, where she gained expertise in financial reporting and client advisory services. Her focus on personalized solutions and community engagement drives the firm's mission.
Questions
What accounting services do you offer for small businesses?
We provide business consulting, financial statement compilation/review, tax planning, and IRS e-filing services tailored to small businesses. Our expertise includes bookkeeping setup and compliance guidance to support sustainable growth.
Do you specialize in individual tax preparation?
Yes, we offer comprehensive individual tax services including preparation, planning, and advice on life changes affecting tax liability. We stay current with annual tax code updates to maximize refunds and minimize obligations.
Are you qualified to handle nonprofit financial needs?
Yes, we provide specialized consulting and tax preparation for nonprofits, understanding their unique missions and compliance requirements. Services include financial statement reviews and short-form tax filings.
Can you help with personal financial planning?
We offer budget analysis, purchase decision reviews, and long-term financial planning for individuals. Our goal is to help clients understand spending habits and create strategies for wealth-building.
What credentials distinguish your firm?
Sheila Lozan is a Washington-licensed CPA with a decade at a 'big four' firm. We maintain continuing education requirements and uphold ethical standards through membership in AICPA and ASWA.
