Lohrey & Associates, PLLC
Description
Address: 1924 S Utica Ave, Tulsa, OK 74104 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5:30PMTuesday8AM–5:30PMWednesday8AM–5:30PMThursday8AM–5:30PMFriday8AM–5:30PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (918) 743-8900: : Website: Place name: : : Category: : : Website: http://www.lohrey.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lohrey & Associates Pllc Posting publicly on the Web Write a review Reviews Be the first to review
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Lohrey & Associates, PLLC Employees
Employee
Years
Job
Industry
Toni (Boyer) Griffey, CPA Toni (Boyer) Griffey, CPA's Lohrey & Associates, PLLC Experience November 2011 - November 2012
Job Tax Manager at Eide Bailly LLP
Industry Accounting
Experience
Eide Bailly LLP July 2015 - Present
Eide Bailly LLP April 2014 - July 2015
Oxy August 2013 - April 2014
Eide Bailly LLP November 2012 - August 2013
LOHREY & ASSOCIATES, PLLC November 2011 - November 2012
Horizon Certified Public Accountants & Consultants PLC October 2009 - November 2011
University of Oklahoma June 2008 - October 2009
Skills
CPA, Accounting, Tax Preparation, Tax Returns, QuickBooks, Income Tax, Financial Statements, Bookkeeping, Tax, Tax Research, ProSystem fx Tax, Partnership Taxation, Corporate Tax, Lacerte, Preparation, S Corporations, Tax Advisory, Microsoft Excel, Tax Accounting, Payroll, GAAP
Education
Northeastern State University 2009 — 2011
Masters, Accounting and Financial Analysis
Pennsylvania State University-Penn State Harrisburg 2005 — 2007
Accounting
Eide Bailly LLP July 2015 - Present
Eide Bailly LLP April 2014 - July 2015
Oxy August 2013 - April 2014
Eide Bailly LLP November 2012 - August 2013
LOHREY & ASSOCIATES, PLLC November 2011 - November 2012
Horizon Certified Public Accountants & Consultants PLC October 2009 - November 2011
University of Oklahoma June 2008 - October 2009
Skills
CPA, Accounting, Tax Preparation, Tax Returns, QuickBooks, Income Tax, Financial Statements, Bookkeeping, Tax, Tax Research, ProSystem fx Tax, Partnership Taxation, Corporate Tax, Lacerte, Preparation, S Corporations, Tax Advisory, Microsoft Excel, Tax Accounting, Payroll, GAAP
Education
Northeastern State University 2009 — 2011
Masters, Accounting and Financial Analysis
Pennsylvania State University-Penn State Harrisburg 2005 — 2007
Accounting
Nick Berrios's Lohrey & Associates, PLLC Experience May 2012 - August 2012
Job Realtor The NASH Group Real Estate
Industry Real Estate
Experience
The NASH Group Commercial Real Estate August 2014 - Present
Quaker Steak & Lube May 2013 - June 2014
UBS Bookstore May 2010 - January 2013
LOHREY & ASSOCIATES, PLLC May 2012 - August 2012
Peter Piper Pizza May 2009 - July 2009
Brookshires Grocery Company June 2007 - February 2009
Skills
Marketing, Customer Service, Sales, Facebook, Social Media Marketing, Leadership, Social Media, Microsoft Office, Event Planning, PowerPoint, Self-motivated Team..., Write business letters,..., Develop and implement..., Communicate effectively, Time Management, Microsoft Word, Excel,..., Communication, Microsoft Word, Teamwork, Public Speaking, Real Estate, Real Estate Transactions, Commercial Real Estate, Real Estate Economics, Real Estate Marketing, Relationship Building, National Association of..., Texas Association of..., Referrals, Networking, Contract Negotiation, Tenant Representation, Needs Analysis, Market Research
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Real Estate and Marketing
The NASH Group Commercial Real Estate August 2014 - Present
Quaker Steak & Lube May 2013 - June 2014
UBS Bookstore May 2010 - January 2013
LOHREY & ASSOCIATES, PLLC May 2012 - August 2012
Peter Piper Pizza May 2009 - July 2009
Brookshires Grocery Company June 2007 - February 2009
Skills
Marketing, Customer Service, Sales, Facebook, Social Media Marketing, Leadership, Social Media, Microsoft Office, Event Planning, PowerPoint, Self-motivated Team..., Write business letters,..., Develop and implement..., Communicate effectively, Time Management, Microsoft Word, Excel,..., Communication, Microsoft Word, Teamwork, Public Speaking, Real Estate, Real Estate Transactions, Commercial Real Estate, Real Estate Economics, Real Estate Marketing, Relationship Building, National Association of..., Texas Association of..., Referrals, Networking, Contract Negotiation, Tenant Representation, Needs Analysis, Market Research
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Real Estate and Marketing
Joshua Gilchrist Joshua Gilchrist's Lohrey & Associates, PLLC Experience January 2009 - May 2009
Job Accounting Manager: Audit, Bookkeeping, Corporate & Individual Tax
Industry Accounting
Experience
Muret CPA July 2011 - Present
AR SMITH & ASSOCIATES, PC November 2010 - May 2011
Dwight D. Eisenhower Memorial Commission June 2010 - October 2010
LOHREY & ASSOCIATES, PLLC January 2009 - May 2009
ZFG Mortgage August 2007 - December 2008
Skills
Sarbanes-Oxley, External Audit
Education
New York University 2011 — 2012
Master of Science, Management and Systems: Database Technologies
Oklahoma State University 2007 — 2009
B.S., Accounting and Finance: Dual Degree
Tulsa Community College 2003 — 2004
Associate of Science, Business Management
UNION HIGH
Muret CPA July 2011 - Present
AR SMITH & ASSOCIATES, PC November 2010 - May 2011
Dwight D. Eisenhower Memorial Commission June 2010 - October 2010
LOHREY & ASSOCIATES, PLLC January 2009 - May 2009
ZFG Mortgage August 2007 - December 2008
Skills
Sarbanes-Oxley, External Audit
Education
New York University 2011 — 2012
Master of Science, Management and Systems: Database Technologies
Oklahoma State University 2007 — 2009
B.S., Accounting and Finance: Dual Degree
Tulsa Community College 2003 — 2004
Associate of Science, Business Management
UNION HIGH
Lisa Martinez's Lohrey & Associates, PLLC Experience August 1997 - Present
Job CPATax Manager, CITP at Lohrey & Associates, PLLC
Industry Accounting
Experience
Lohrey & Associates, PLLC August 1997 - Present
Edwin Fair Community Mental Health Center January 1993 - May 1997
Skills
Oil & Gas tax..., Tax, Process Improvement, Microsoft Excel, Tax Research, Tax Returns, Income Tax, QuickBooks, Certified Information..., PeopleSoft, Accounting, Tax Preparation, Budgets, CPA, Corporate Tax, Peachtree, Leadership, Management, Customer Service, General Ledger, Lacerte, Financial Accounting, Small Business, Strategic Planning, C-Corp, Microsoft Office, CCH ProSystem fx, Nonprofits, Payroll, Business Planning, Financial Reporting, Accounts Payable, Account Management, Auditing, Account Reconciliation, Financial Statements, Access, Team Building, ProSystem fx Tax, Outlook
Education
Oklahoma State University 1995 — 1997
M.S., Accounting-Taxation
Oklahoma State University 1993 — 1995
Bachelor of Science (B.S.), Accounting-Tax
Northern Oklahoma College 1991 — 1993
Associate of Science (A.S.), Business Administration
Tonkawa High School 1989 — 1991
High School Diploma
Lohrey & Associates, PLLC August 1997 - Present
Edwin Fair Community Mental Health Center January 1993 - May 1997
Skills
Oil & Gas tax..., Tax, Process Improvement, Microsoft Excel, Tax Research, Tax Returns, Income Tax, QuickBooks, Certified Information..., PeopleSoft, Accounting, Tax Preparation, Budgets, CPA, Corporate Tax, Peachtree, Leadership, Management, Customer Service, General Ledger, Lacerte, Financial Accounting, Small Business, Strategic Planning, C-Corp, Microsoft Office, CCH ProSystem fx, Nonprofits, Payroll, Business Planning, Financial Reporting, Accounts Payable, Account Management, Auditing, Account Reconciliation, Financial Statements, Access, Team Building, ProSystem fx Tax, Outlook
Education
Oklahoma State University 1995 — 1997
M.S., Accounting-Taxation
Oklahoma State University 1993 — 1995
Bachelor of Science (B.S.), Accounting-Tax
Northern Oklahoma College 1991 — 1993
Associate of Science (A.S.), Business Administration
Tonkawa High School 1989 — 1991
High School Diploma
Rae Hodo's Lohrey & Associates, PLLC Experience July 2005 - Present
Job Senior Tax Accountant at Lohrey & Associates, PLLC
Industry Accounting
Experience
Lohrey & Associates, PLLC July 2005 - Present
Tulsa County September 1997 - January 2003
Skills
Quickbooks, Excel, Accounting, Tax, Microsoft Office, Tax Preparation, Word, Customer Service, Payroll, Research, Income Tax, Problem Solving, Outlook, Tax Returns, QuickBooks, Microsoft Excel, Spreadsheets, Tax Research, Bookkeeping
Education
Oklahoma State University 2006 — 2006
Tax Accounting
Northeastern State University 2003 — 2005
BBA, Accounting
Claremore High School 1988 — 1991
Tulsa Community College
AS, Computer Science
Lohrey & Associates, PLLC July 2005 - Present
Tulsa County September 1997 - January 2003
Skills
Quickbooks, Excel, Accounting, Tax, Microsoft Office, Tax Preparation, Word, Customer Service, Payroll, Research, Income Tax, Problem Solving, Outlook, Tax Returns, QuickBooks, Microsoft Excel, Spreadsheets, Tax Research, Bookkeeping
Education
Oklahoma State University 2006 — 2006
Tax Accounting
Northeastern State University 2003 — 2005
BBA, Accounting
Claremore High School 1988 — 1991
Tulsa Community College
AS, Computer Science
Laurie E. Gnad Laurie E. Gnad's Lohrey & Associates, PLLC Experience 2003 - 2005
Job Tax Senior at Connally & Associates P.C.
Industry Financial Services
Experience
Connally & Associates P.C. December 2013 - Present
Morse & Co. PLLC July 2012 - August 2013
Stanfield & O'Dell,PC August 2006 - July 2012
Family Wealth Counsel 2005 - 2006
LOHREY & ASSOCIATES, PLLC 2003 - 2005
Make A Wish Foundation 2001 - 2003
Metro-Port Warehouse Co. May 1987 - May 2002
Skills
Multi-state tax returns, QuickBooks, Peachtree, CCH ProSystem fx, ProSystem fx Tax, Microsoft Excel, CPA with Permit to..., Lacerte Tax, Playing to win with the..., ProSystem fx Tax and..., Creative Solutions..., 9 years at a public..., 8 years federal exempt..., Developing and training..., 990-PF, 1120S, C-Corp, Individual Returns, FBAR, Franchise Tax, Tax, Financial Analysis, Corporate Tax, Accounting, Tax Returns, Income Tax, Tax Preparation, Nonprofits, Tax Research, IRS, Small Business, Lacerte, Auditing, GAAP, Tax Accounting, Financial Statements, Fixed Assets, ProSeries, General Ledger, Financial Reporting, Accounts Payable, CPA, Payroll, Bank Reconciliation, Financial Accounting, Sales Tax
Education
Southern Methodist University - Cox School of Business
B.S., Business Administration - Finance
Langston University 2002 — 2003
Accounting
Holland Hall
Rice University
Tufts University
Connally & Associates P.C. December 2013 - Present
Morse & Co. PLLC July 2012 - August 2013
Stanfield & O'Dell,PC August 2006 - July 2012
Family Wealth Counsel 2005 - 2006
LOHREY & ASSOCIATES, PLLC 2003 - 2005
Make A Wish Foundation 2001 - 2003
Metro-Port Warehouse Co. May 1987 - May 2002
Skills
Multi-state tax returns, QuickBooks, Peachtree, CCH ProSystem fx, ProSystem fx Tax, Microsoft Excel, CPA with Permit to..., Lacerte Tax, Playing to win with the..., ProSystem fx Tax and..., Creative Solutions..., 9 years at a public..., 8 years federal exempt..., Developing and training..., 990-PF, 1120S, C-Corp, Individual Returns, FBAR, Franchise Tax, Tax, Financial Analysis, Corporate Tax, Accounting, Tax Returns, Income Tax, Tax Preparation, Nonprofits, Tax Research, IRS, Small Business, Lacerte, Auditing, GAAP, Tax Accounting, Financial Statements, Fixed Assets, ProSeries, General Ledger, Financial Reporting, Accounts Payable, CPA, Payroll, Bank Reconciliation, Financial Accounting, Sales Tax
Education
Southern Methodist University - Cox School of Business
B.S., Business Administration - Finance
Langston University 2002 — 2003
Accounting
Holland Hall
Rice University
Tufts University
Jay Stallsmith Jay Stallsmith's Lohrey & Associates, PLLC Experience February 1996 - Present
Job CPA/CFP at Lohrey & Associates, PLLC
Industry Accounting
Experience
Lohrey & Associates, PLLC February 1996 - Present
Ernst & Young August 1992 - February 1996
Skills
CPA, Tax Preparation, Tax Research, Income Tax, Tax, Tax Returns, Financial Reporting, Strategic Financial..., Tax Accounting, Corporate Tax, Accounting, QuickBooks, Auditing, GAAP, Managerial Finance, Cash Flow Forecasting, Partnership Taxation, Financial Forecasting, Tax Advisory, Financial Statements, S Corporations, Mergers & Acquisitions, Estate Tax Planning, Business Valuation, General Ledger, Financial Accounting, Client Relations Skills, Small Business, Communication, Financial Planners, High Net Worth..., Financial Planning
Education
Oklahoma State University 1987 — 1991
Accounting/Finance, Accounting, Finance
Lohrey & Associates, PLLC February 1996 - Present
Ernst & Young August 1992 - February 1996
Skills
CPA, Tax Preparation, Tax Research, Income Tax, Tax, Tax Returns, Financial Reporting, Strategic Financial..., Tax Accounting, Corporate Tax, Accounting, QuickBooks, Auditing, GAAP, Managerial Finance, Cash Flow Forecasting, Partnership Taxation, Financial Forecasting, Tax Advisory, Financial Statements, S Corporations, Mergers & Acquisitions, Estate Tax Planning, Business Valuation, General Ledger, Financial Accounting, Client Relations Skills, Small Business, Communication, Financial Planners, High Net Worth..., Financial Planning
Education
Oklahoma State University 1987 — 1991
Accounting/Finance, Accounting, Finance
William Lohrey William Lohrey's Lohrey & Associates, PLLC Experience 1988 - Present
Job Owner, Lohrey & Associates, PLLC
Industry Accounting
Experience
Lohrey & Associates, PLLC 1988 - Present
Education
Oklahoma State University
Bachelor's, Accounting
The University of Texas School of Law
Juris Doctorate, Law
Lohrey & Associates, PLLC 1988 - Present
Education
Oklahoma State University
Bachelor's, Accounting
The University of Texas School of Law
Juris Doctorate, Law
Jani Lower Jani Lower's Lohrey & Associates, PLLC Experience September 2001 - August 2010
Job Accountant at Vals Distributing Company
Industry Consumer Goods
Experience
Vals Distributing Company January 2013 - Present
Connally & Associates, pllc August 2010 - January 2012
LOHREY & ASSOCIATES, PLLC September 2001 - August 2010
Skills
Financial Reporting, Accounting, Business Process, Small business taxation, Estate tax returns, Gift tax returns, Partnership Tax Returns, S-corp tax returns, Internal Controls, Forensic Analysis, Real estate taxation, Payroll, Compiled financial...
Education
Oklahoma State University
Bachelors degree, Accounting & Computer Science
Vals Distributing Company January 2013 - Present
Connally & Associates, pllc August 2010 - January 2012
LOHREY & ASSOCIATES, PLLC September 2001 - August 2010
Skills
Financial Reporting, Accounting, Business Process, Small business taxation, Estate tax returns, Gift tax returns, Partnership Tax Returns, S-corp tax returns, Internal Controls, Forensic Analysis, Real estate taxation, Payroll, Compiled financial...
Education
Oklahoma State University
Bachelors degree, Accounting & Computer Science
Christy Morrison's Lohrey & Associates, PLLC Experience 2013 - 2014
Job Manager at Morrison Tax & Accounting
Industry Accounting
Experience
Morrison Tax & Accounting January 2006 - Present
LOHREY & ASSOCIATES, PLLC 2013 - 2014
LOHREY & ASSOCIATES, PLLC 2013 - 2014
Sooner Tax Service, Inc. February 2010 - May 2013
Kay Silver Accounting February 2010 - May 2013
American Airlines (Solomon Edwards Group) October 2012 - March 2013
Union AFJROTC Booster Club July 2010 - June 2012
Ramsey Industries (Inceed) January 2010 - February 2011
Union AFJROTC Booster Club July 2009 - June 2010
SemMaterials June 2005 - July 2009
Skills
Accounting, Accounts Receivable, Accounts Payable, Payroll, Financial Analysis, Invoicing, General Ledger, Financial Reporting, Forecasting, Tax, Financial Accounting, Microsoft Excel, Account Reconciliation, QuickBooks, Tax Preparation, Financial Statements, Analysis, Journal Entries
Education
Oklahoma State University 2008 — 2015
Masters, Business Administration
Wichita State University 1997 — 2006
Bachelors, Business Administration, Accounting
Sterling College 1994 — 1997
Bachelor of Science, Biology, Chemistry
Morrison Tax & Accounting January 2006 - Present
LOHREY & ASSOCIATES, PLLC 2013 - 2014
LOHREY & ASSOCIATES, PLLC 2013 - 2014
Sooner Tax Service, Inc. February 2010 - May 2013
Kay Silver Accounting February 2010 - May 2013
American Airlines (Solomon Edwards Group) October 2012 - March 2013
Union AFJROTC Booster Club July 2010 - June 2012
Ramsey Industries (Inceed) January 2010 - February 2011
Union AFJROTC Booster Club July 2009 - June 2010
SemMaterials June 2005 - July 2009
Skills
Accounting, Accounts Receivable, Accounts Payable, Payroll, Financial Analysis, Invoicing, General Ledger, Financial Reporting, Forecasting, Tax, Financial Accounting, Microsoft Excel, Account Reconciliation, QuickBooks, Tax Preparation, Financial Statements, Analysis, Journal Entries
Education
Oklahoma State University 2008 — 2015
Masters, Business Administration
Wichita State University 1997 — 2006
Bachelors, Business Administration, Accounting
Sterling College 1994 — 1997
Bachelor of Science, Biology, Chemistry
Chris Crotts's Lohrey & Associates, PLLC Experience June 1999 - December 2010
Job Partner at Crotts Lohrey & Associates, PLLC
Industry Accounting
Experience
Crotts Lohrey & Associates, PLLC January 2011 - Present
Lohrey & Associates, PLLC June 1999 - December 2010
Skills
Tax Research, Tax Preparation, CPA, Income Tax, Tax Returns, Tax, GAAP, Accounting, QuickBooks, Financial Reporting, Financial Statements, Tax Accounting, Corporate Tax, Auditing, Financial Analysis, Due Diligence, Budgets, Payroll Taxes, Account Reconciliation, Bookkeeping, Accounts Receivable, Contract Negotiation, Finance, Microsoft Excel, Payroll, Strategic Planning
Education
University of Oklahoma - Price College of Business 1995 — 1999
B.A., Accounting and Marketing
Heritage Hall
Crotts Lohrey & Associates, PLLC January 2011 - Present
Lohrey & Associates, PLLC June 1999 - December 2010
Skills
Tax Research, Tax Preparation, CPA, Income Tax, Tax Returns, Tax, GAAP, Accounting, QuickBooks, Financial Reporting, Financial Statements, Tax Accounting, Corporate Tax, Auditing, Financial Analysis, Due Diligence, Budgets, Payroll Taxes, Account Reconciliation, Bookkeeping, Accounts Receivable, Contract Negotiation, Finance, Microsoft Excel, Payroll, Strategic Planning
Education
University of Oklahoma - Price College of Business 1995 — 1999
B.A., Accounting and Marketing
Heritage Hall
Shenglan He's Lohrey & Associates, PLLC Experience July 2012 - August 2012
Job Accountant at Kinder Morgan
Industry Financial Services
Experience
Kinder Morgan May 2015 - Present
Hiland Partners, LP August 2013 - April 2015
Oklahoma State University July 2011 - August 2013
Spears School of Business, Oklahoma State University September 2012 - May 2013
LOHREY & ASSOCIATES, PLLC July 2012 - August 2012
Ernst & Young July 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Microsoft Word, Statistics, QuickBooks, Business Analysis, Financial Accounting, SAS, Financial Analysis, Bookkeeping, Matlab, Data Analysis, Analysis, Access, Finance, Research
Education
Oklahoma State University 2011 — 2013
Master of Science (MSc), quantitative financial Economics
Southwest Jiaotong University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance, 3.7
Kinder Morgan May 2015 - Present
Hiland Partners, LP August 2013 - April 2015
Oklahoma State University July 2011 - August 2013
Spears School of Business, Oklahoma State University September 2012 - May 2013
LOHREY & ASSOCIATES, PLLC July 2012 - August 2012
Ernst & Young July 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Microsoft Word, Statistics, QuickBooks, Business Analysis, Financial Accounting, SAS, Financial Analysis, Bookkeeping, Matlab, Data Analysis, Analysis, Access, Finance, Research
Education
Oklahoma State University 2011 — 2013
Master of Science (MSc), quantitative financial Economics
Southwest Jiaotong University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance, 3.7
John Amberg's Lohrey & Associates, PLLC Experience May 2006 - Present
Job Staff Accountant at LOHREY & ASSOCIATES, PLLC
Industry Accounting
Experience
LOHREY & ASSOCIATES, PLLC May 2006 - Present
Education
Newman University 1998 — 1999
PASTORAL STUDIES, THEOLOGY
LOHREY & ASSOCIATES, PLLC May 2006 - Present
Education
Newman University 1998 — 1999
PASTORAL STUDIES, THEOLOGY
Mou Bardhan's Lohrey & Associates, PLLC Experience June 2013 - Present
Job Tax Manager at LOHREY & ASSOCIATES, PLLC
Industry Accounting
Experience
Lohrey & Associates, PLLC June 2013 - Present
Ernst & Young March 2003 - May 2013
Skills
Microsoft Excel, Tax Research, Accounting, Financial Accounting, GoSystems, Lacerte, Fixed Asset Depreciation, Tax Compliance
Education
Oklahoma State University 2001 — 2002
Master's of Accounting, Taxation
Lohrey & Associates, PLLC June 2013 - Present
Ernst & Young March 2003 - May 2013
Skills
Microsoft Excel, Tax Research, Accounting, Financial Accounting, GoSystems, Lacerte, Fixed Asset Depreciation, Tax Compliance
Education
Oklahoma State University 2001 — 2002
Master's of Accounting, Taxation