Sri Financial Service

Welcome to Sheila R. Lozan, CPA PLLC, a locally owned and based accounting firm in Seattle. Founded in 2009, we offer a wide range of financial services including Accounting Services, Consulting, and Tax Services for Small Business and Individuals. Our team of highly skilled and experienced professionals is dedicated to providing personalized services that cater to the unique needs of each client.

At Sheila R. Lozan, CPA PLLC, our mission is to help you achieve your financial goals. We believe in listening to your concerns, acting as a financial advisor, minimizing tax liability, working with you to find solutions to business needs, and creating a long-term professional relationship with integrity. Our goal is to ensure that our clients receive the best possible financial guidance and support to help them succeed in their endeavors.

Our team of professionals is led by Sheila Lozan, the Managing Member and a Certified Public Accountant (CPA) licensed in the state of Washington. Sheila holds a Master of Accounting from the University of Southern California and a Bachelor of Arts in Business Administration with a concentration in accounting from Seattle University. With over a decade of experience working with various clients in broadcasting, insurance, consumer product, and financial services companies, Sheila brings a wealth of knowledge and expertise to the table.

Sheila R. Lozan, CPA PLLC is committed to upholding the highest level of professional ethics. As members of accounting professional organizations such as the American Institute of Certified Public Accountants (AICPA) and the American Society of Women Accountants (ASWA), we adhere to strict ethical standards and continuously update our knowledge through Continuing Professional Education courses.

Our values are centered around integrity, building solid relationships, and community involvement. We believe in fostering a positive and supportive environment that encourages open communication, mutual respect, and trust. At Sheila R. Lozan, CPA PLLC, we are dedicated to helping our clients achieve financial success while maintaining a commitment to our core values.

Services

Sheila R. Lozan, CPA PLLC offers a comprehensive range of financial services designed to meet the unique needs of Small Business and Individuals. Our services include:

• Accounting Services: We provide accurate and timely financial information, ensuring that our clients are well-informed and able to make sound business decisions. Our accounting services include financial statement preparation, budgeting, and cash flow management.

• Consulting: Our team of experienced professionals offers expert advice and guidance to help our clients navigate the complex world of finance. Whether you're looking to improve your financial management practices, develop a business strategy, or address specific financial challenges, we're here to help.

• Tax Services: We offer a variety of tax services designed to minimize tax liability and ensure compliance with all applicable tax laws and regulations. Our tax services include tax planning, preparation, and representation before the Internal Revenue Service (IRS) and other tax authorities.

Why Choose Us?

At Sheila R. Lozan, CPA PLLC, we pride ourselves on providing personalized services that cater to the unique needs of each client. Our team of highly skilled and experienced professionals is dedicated to delivering excellent one-on-one attention, ensuring that our clients receive the best possible financial guidance and support.

Our mission is to help you achieve your financial goals by providing expert advice, minimizing tax liability, and fostering a long-term professional relationship with integrity. With a commitment to upholding the highest level of professional ethics and a passion for financial literacy, we invite you to explore our website, contact us, and let's create wealth together.