Lori Toonder
In 2004, Lori graduated from University of Colorado with a Master of Science in Business Administration with an emphasis in taxation. Upon graduation, Lori joined GMS Surgent as a staff accountant while earning her CPA, and through hard work and dedication has led her to a role as one of the firm’s partners.
Lori’s expertise includes leading the firm’s audit and attestation teams in the fields of construction, real estate development and non-registered investment companies. The knowledge gained of the clients business during the audit process goes beyond the issuance of a financial report. Rather it provides insight on the client’s internal quality control process and the challenges they uniquely face. This allows Lori and her team to provide solutions and recommendations on improving and strengthening the client’s internal controls.
In addition, to the audit and attestation work, Lori works with high-net worth individual clients and closely-held corporations and partnerships in the area of taxation. This not only includes tax compliance but also tax planning for high-net worth individuals and merger and acquisition assistance.
Lori is part of the firm’s internal quality control committee that ensures the firm maintains the highest standard of quality control and the employees adhere to the ethical requirements that are governed by the AICPA’s Code of Professional Conduct.
Lori’s expertise includes leading the firm’s audit and attestation teams in the fields of construction, real estate development and non-registered investment companies. The knowledge gained of the clients business during the audit process goes beyond the issuance of a financial report. Rather it provides insight on the client’s internal quality control process and the challenges they uniquely face. This allows Lori and her team to provide solutions and recommendations on improving and strengthening the client’s internal controls.
In addition, to the audit and attestation work, Lori works with high-net worth individual clients and closely-held corporations and partnerships in the area of taxation. This not only includes tax compliance but also tax planning for high-net worth individuals and merger and acquisition assistance.
Lori is part of the firm’s internal quality control committee that ensures the firm maintains the highest standard of quality control and the employees adhere to the ethical requirements that are governed by the AICPA’s Code of Professional Conduct.
