Lomness CPA Services, Inc.

4.8(24 reviews)The Woodlands, Texas
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By owner
All
By owner
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By owner

At Lomness CPA, we understand that you want to make sure you are doing everything right for your business or your personal tax and financial situation. You also want the confidence that comes with understanding how to make smart financial decisions. The problem is that it can feel overwhelming, even vulnerable, when it comes to what you realize you don’t know about taxes, business, and financial best practices. We believe that small businesses are critical to the economy, and that if business owners and individuals understand how to make informed decisions looking forward, they can manage their tax liability and maximize wealth accumulation. We’ve helped hundreds of small business owners minimize their tax liability and grow their revenue.

Services

Accessibility

Business Hours

Monday
8 am–4 pm
Tuesday
8 am–4 pm
Wednesday
8 am–4 pm
Thursday
8 am–4 pm
Friday
8 am–4 pm
Saturday
Closed
Sunday
Closed

Find Us on Google Maps

8505 Technology Forest Pl Suite 202, The Woodlands, TX 77381, United States

Customer Reviews

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Reviews

4.8(24 reviews)
amy stern
Oct 21, 2024on
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What an amazing staff! Each and every person i have worked with has been such a pleasure! Liza Ortiz has helped me with 3 particular IRS issues- 2 involving me and 1 involving my mother. All 3 were handled beautifully ( and positively). Their attention and speedy results should be refreshing to anyone in this "hard-to-navigate" world of taxes!!! What a blessing to have Lomness CPA services in my corner! Many thanks!

Matthew Boike
Oct 1, 2024on
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I have been working with Lomness CPA for 4 years. They have accurately and professionally managed our small business taxes.

Sam Millson
May 30, 2024on
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We have been working with Lomness CPA for just over the last year, after we outgrew our previous tax preparation partner. Katie took us on just before tax season began and helped us through a complicated transition last year. And now after working together for a full year, Katie and team have clearly differentiated themselves from alternative options. They run a well defined process, top to bottom, asking lots of questions and setting you and your business up for success. They have made tax season less stressful, helped guide me and my business through changes to our structure, advised on tax changes with getting married, and saved us quite a bit of money along the way. If you are looking for a long term partner, Lomness CPA is a great fit.

Ashley Pratt
Apr 17, 2024on
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Katie came highly recommended from a friend and small business owner in Orlando. I thought she would be local and was surprised she wasn't but still wanted the guidance from her and she agreed. The first year I had lots of questions and was surprised when I wasn't just dealing with her but now a team of people that wasn't on the same page with answering my questions. Everytime I emailed someone different would reply and left me very confused. And if I got a response from Katie it was almost as if she was annoyed I had questions. 2022 Taxes came and I got set up with a zoom call to explain how everything lined up and it made me feel better... until this year rolled around and no one contacted me for anything. I finally reach out and they contacted an entire different email address never notified me I had to pay even more in taxes that I did through the year already and after I then asked to terminate my services got a snarky reply back that it was estimated the year before..when?? ( isn't it your job to find me deductions and help me as a small business owner to not drowned in taxes) and you upped your fee after putting everything on an automatic service. Seriously what was I paying for? I wish I had a better experience and I wish her and her team the best but as a small business owner more help would have been better but im still left in the dark when it comes to things.

Todd Campbell
Apr 1, 2024on
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When I initially engaged Katie Lomness for accounting services, her reputation preceded her, endorsed by numerous professionals in the entertainment industry with whom I collaborated in Orlando. Initially, her approach was marked by a delightful blend of warmth, affordability, and personalized attention, making her a standout choice. Regrettably, as her firm expanded over time, the hallmark traits that once distinguished her service have diminished significantly. What was once a personalized experience has transformed into a more impersonal and notably more expensive endeavor. Many of those I knew who once lauded her services have now sought alternatives due to similar experiences. This review serves as a poignant reminder that while growth is natural for any business, it should never come at the expense of the personalized care and attention that initially drew clients in. At this juncture, the service feels akin to using TurboTax, lacking the personal touch that was once its defining feature.

Dennis McCarthy
Mar 18, 2024on
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This team is a team full of rock stars! They are quick, up to date with requirements and entitlements, spot on with advice and effort and offer a seamless, automated environment to work in. Easily one of the easiest, quickest and nicest tax seasons I've endured for years, because of this team. I recommend Lomness CPA to anyone that needs CPA services.

Drew LaPres
Mar 13, 2024on
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The great people of the Lomness Group do a tremendous job!! My wife and I have been blessed by their excellent service for several years. Always outstanding work!! Thank you Katie and the Lomness Staff. Excellent Work!!!!

Ngoc Cindy Pham
Nov 7, 2023on
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I have been with this firm for 4 years! Happy with their servicer!

Ruth-Ann Toups
Sep 7, 2023on
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Katie and her team are wonderful. They are prompt and responsive. As a small business owner I have used several CPAs and bookkeepers that have paled in comparison. I have never felt this confident and knowledgeable about my taxes before. I highly recommend Lomness CPA Services!

john grochocki
Nov 7, 2022on
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So very glad to have found you and on board with Lomness CPA Services!!! Everything, Everyone 1000% Professional and More~!!! So Many Thanks Care and Kindest Regard John G.

Islandgirl
Nov 7, 2022on
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A huge Thank You to Liza for taking the time to help with all of our concerns & making sure all matters of business are being completed. You truly turned a stressful situation for us into a more positive & a peace of mind now! We really appreciate you!

Matt Boike
Nov 7, 2021on
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I’ve been using Katie and team for two maybe three years. Owning a small business is difficult enough and with a valuable partner like LOMNESS makes life much less stressful.

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