Overview
Lolley & Associates is a full-service public accounting and management consulting firm located in Austin, Texas. It operates as a privately-held organization, offering a comprehensive suite of financial services. These services include tax management for individuals, partnerships, corporations, and S-Corps, financial statement audits, benefit plan audits, estate and gift tax returns, and bookkeeping. The firm distinguishes itself in the public accounting sector by emphasizing personalized client relationships comparable to partnerships, ensuring personal attention and dependable service from seasoned professionals.
Location and Contact
- Headquarters: 2206 Lake Austin Boulevard, Austin, Texas 78703
- Phone: (512) 472-0123
- Website: [cpalolley.com](http://www.cpalolley.com)
Services Offered
Lolley & Associates caters to businesses and individuals throughout Austin and Central Texas, offering:
- Tax Management Services
- Assurance and Advisory Services
- Estate and Trust Planning
- Litigation Support
- Financial Statement Audits
- Benefit Plan Audits
- Bookkeeping Services
Organizational Attributes
Characterized by rapid growth due to strong client referrals, Lolley & Associates is committed to continuous education, leveraging advanced technology and strong industry relationships. The firm fosters a philosophy of client partnership, ensuring that it remains a go-to choice for expert financial advisory services in the Austin area.
Leadership
Lance Lolley is the Managing Partner of Lolley & Associates. With over 30 years of experience in public accounting, he specializes in advising closely held businesses on taxation and financial reporting. Alongside Lance, Kristen Haines, CPA, serves as the Audit Manager, while Kathleen Hausenfluck has been a vital part of the firm since 2001. Nolan Neises, CPA, focuses on tax services, bolstering the firm's expertise in various financial domains.
Industry Position
Lolley & Associates commands a strong position within a highly competitive market, anchored by sustained growth and a commitment to offering quality service. Its strategic approach, emphasizing a broad service portfolio and deep industry knowledge, positions the firm well against competitors.
Competitive Landscape
In the competitive landscape, Lolley & Associates faces notable firms such as Cardarelli & Ricci, Lee Huang & Associates, Rogers & Associates, and Larson, Kellett & Associates. Each competitor offers unique advantages:
1. Cardarelli & Ricci - Provides personalized tax and accounting services to individuals and small businesses in Cranston, RI.
2. Lee Huang & Associates - Specializes in the Asian community within Texas, focusing on accounting, tax, and business consulting.
3. Rogers & Associates - Offers comprehensive advisory services, emphasizing strategic guidance and tailored financial solutions from their Washington, DC office.
4. Larson, Kellett & Associates - Delivers a wide range of services for business owners and professionals focusing on affordable, discreet service in Montoursville, PA.
Strategic Insights
Lolley & Associates' growth trajectory is driven by its robust service portfolio and management consultancy expertise. The firm’s comprehensive advisory services and dedicated leadership under Lance Lolley reinforce its competitive standing. By fostering strong client relationships and expanding advisory capabilities, Lolley & Associates continues to emerge as a formidable player in Austin’s financial services market.
