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David Lotz

Background

David A. Lotz, CPA, P.C. provides tax and financial/accounting/payroll services related to individuals, corporations, partnerships, estates, and trusts including tax preparation and planning, financial statement preparations, compilation and reviews, and business planning and consulting.

Multi-entity business structure, analysis,and setup for the purpose of meeting clients' needs for asset protection, estate and tax planning and retirement planning is an area of focus. Teaming with other outside professionals (financial planners, bankers, attorneys) is an important element for us to be able to meet the goals and needs of our clients.

Profile

David A. Lotz, Certified Public Accountant, has a broad background in both public and private accounting. In the past, he served in professional and management positions for a Fortune 500 technology-based company in the areas of accounting, finance, and auditing. After moving to Tucson, Arizona in 1996, David Lotz established his public accounting firm in the Tucson area. Through his firm, he provides tax and financial/accounting/payroll services related to individuals, corporations, partnerships, estates, and trusts including tax preparation and planning, financial statement preparation, compilations and reviews, and business planning and consulting.

Multi-entity business structure, analysis, and setup for the purpose of meeting clients' needs for asset protection, estate and tax planning, and retirement planning is an area of focus. Mr. Lotz utilizes a team approach through the interface and consultation from other relevant outside professionals.

David A. Lotz, CPA, strives to work closely with each client, in a team approach, in order to understand and fulfill each client's unique needs and desires. His clients consider him a trusted professional in the accounting, financial, and tax areas. As an indicator of these relationships, David's practice has grown primarily from client referrals.

David Lotz has a Bachelor's degree in Accounting and has completed graduate coursework. In addition to hi~ formal education, David continually updates his knowledge through professional development and educational opportunities.

Contact:

David Lotz
2930 N Swan Rd.
Suite 209
Tucson, AZ 85712
Telephone: (520) 321 - 1334 (Tucson)
Telephone: (520) 399-3616 (Green Valley)
Fax: (520) 325 - 1121 (Tucson)
Email: