Small boy looking through a spyglass

Achieve Personal Financial Security

At Lott & Company we help our clients operate successful businesses and achieve personal financial security.

We accomplish that by helping our clients set financial objectives for both their business and personal lives, create a plan to achieve these objectives, and implement and monitor the plan.

We provide the financial information and knowledge to our clients so that they can make effective business decisions and focus on the aspects of their business that they know best. From start-up, through the growth stage and into maturity, we take the role of chief financial officer assisting our clients through the various stages of their business.

We essentially become your business partner by understanding your business and providing personalized and professional service.

Our clients are the owner/manager of companies who value the importance of business and tax planning. They are entrepreneurs who have a vision of what they want their business to look like and have specialized skills and/or services.

Learn more about our firm, our management team, and our values. Take a look at the list of services we provide. Read our newsletters on various topics and explore our useful resources for your business and personal affairs.

and let’s chat about how we can help you achieve your goals.

News and Issues

Please visit the News and Issues section of our website. There are a number of items which may be of interest to you such as the increased Foreign Income Reporting requirements, Tax Planning and Savings with Family Trusts, and our quarterly informative Business Matters newsletter.