Results

I work with you on a personal level to determine the best solution for your individual tax needs. Each tax picture is unique and I will help you get the best outcome for your situation.

Relationships

I have high client retention because I treat every client as my only client. I do not outsource; you meet with me directly – each and every time. I am fair in pricing and fair in practice.

Relief

If you experience an audit or inquiry from the IRS or your state agency, I am your first phone call! Whether I write a response letter or prepare you for a full-blown audit, I am ready to help!

Lori Coleman – Professional

Lori Coleman is a Maryland Registered Tax Preparer with almost 30 years of experience in the income tax world. She started out at a local franchise in Churchton, MD under the direction of Louise Cheslo. Louise was a wealth of information which she gladly imparted to Lori. After becoming established, Lori taught the franchise’s income tax course for 3 years then set out on her own.

Years passed and taxes became more and more complicated. Lori passed the Maryland exam to become licensed and takes at least 22 hours of continuing education each year to be listed as AFSP through the IRS. She is a member of the Maryland Society of Accounting and Tax Professionals, Inc. and the National Association of Tax Preparers, Inc. Lori is also a Notary Public.

Lori Coleman – Personal

Lori was born and raised in Shady Side. Her father’s family, the Niemans, settled here in the mid-1800’s. Lori is 4^th generation on the peninsula and is proud of the fact that her great-nieces and great-nephews take that number to 6 generations. 2^nd and 3^rd generation Nieman men were all waterman and boat builders that stayed local with a handful of 4^th generation that carried on the waterman tradition. Lori’s mother’s family, the Siegerts hailed from Pemberton in Owensville and settled in Shady Side in 1930.Deep family roots are important to her as well as her sense of community. Lori has an older brother who lives locally and an older sister that travels extensively.

Lori held some pretty interesting jobs before deciding to open her tax business – she worked at the US Naval Academy (Oceanography Department), Capital Gazette Newspaper (cashiers office), Social Services, Maryland Department of Natural Resources (Licensing Department), and Ganzi Productions in Georgetown (Operations Manager). But her very favorite job was waitressing at a local family restaurant – Richard’s Corner Grill.

In 1997, Lori married the boy next door as the saying goes. Although they are separated, they remain the best of friends. Lori raised his daughter, Tiffini from the age of 11. Tiffini married another local and now has three children, all boys!

Currently, Lori is the caretaker of a 30-acre waterfront farm in Churchton and runs her business from there. Abundant wildlife roams the property and keeps her entertained.