Lorie D. Blum, MAC, CPA has over 30 years of experience in accounting and income tax preparation. She has a Masters in Accounting and works with various service and industry clients assisting them with their business financial planning to build strong, successful companies. Lorie D. Blum, CPA, PC joined Haynie & Company in 2019. Beginning in 2021, Lorie moved into a new business advisory services role. She is excited to now focus her time on Business Valuations at Haynie & Company.
Her tax experience encompasses individual, corporate, partnership, gift and estate tax preparation. Lorie recognizes the need to be proactive in tax planning and specializes in identifying areas where tax can be reduced, minimized, deferred and in some cases eliminated.
Along with tax preparation, Lorie offers a full range of business and individual planning services. For businesses, these services include bookkeeping, budgeting, payroll, and financial and tax planning. For individuals, she offers neutral investment advice, estate planning, and retirement budgeting and planning.