Lori A. Ream, CPA
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Over the last 10 years, Lori has worked with various types of tax clients, including entrepreneurs and high net worth individuals, partnerships, s-corporations, corporations, various trusts, and not-for-profit organizations. She has worked with clients of many different industries, including dental, medical, real estate, construction, farms/ranches/wineries, lobby consulting, retail, restaurant and hospitality, and franchises. She followed her skill-building opportunities through Utah, Idaho, and Oregon before moving to the East Coast.
Lori came to ProVision from the D.C. metro region where she went to increase her international tax exposure. Her international experience includes working with U.S. expats as well as citizens using the voluntary disclosure program. Her most recent focus was working with dual citizens seeking to relinquish their citizenship and all the filing requirements that come with that decision.
Lori has found ProVision a refreshing change compared to the typical public accounting firms where much of the work is done after-the-fact. She is passionate about helping her clients use a proactive approach to achieving their wealth and financial dreams while legally taking advantage of the tax code to keep their taxes to a minimum.
Lori obtained her Bachelor degree in Biology before switching to business and taxes. She earned an MBA from Regis University and a Master of Taxation from Florida Atlantic University. Originally from Idaho, she and her family now call Arizona home.