Lopes named tax manager at LGC&D PC

Catherine Lopes has been promoted to the position of tax manager at Lefkowitz, Garfinkel, Champi & DeRienzo PC. She will continue to work with closely held companies and their owners in the areas of tax compliance, research and planning. Her specialty areas include the manufacturing and real estate industries. Lopes has a B.A. from the University of Massachusetts Dartmouth and an M.S. in taxation from Bryant University.

PBN: How do LGC&D’s values enhance the services you provide?
LOPES: LGC&D’s core values are embodied in our REACH program. REACH may seem like a small word, but it is a significant [acronym] for us: respect all, embrace differences, achieve excellence, communicate effectively and honor commitments. These values represent the daily driving motivation of firm members as they work towards building long-term professional relationships with our clients, contacts and employees. Living these values builds the foundation for the trust established within these relationships and helps us understand better the needs and objectives of those we serve, so that we can provide service that is both value driven and specific to that client.

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PBN: When establishing a client relationship, what are some of the first decisions you make?
LOPES: At LGC&D, our service philosophy focuses on building long-term, mutually beneficial business relationships through the development of a thorough understanding of each new client’s personal and business objectives. We ask questions that will provide us with a deeper understanding of a client’s goals and the uniqueness of their business’ operations, controls, and economic/financial drivers. By determining what our clients long- and short-term goals are upfront, we can develop an in-depth awareness of the client’s business.

PBN: How does your knowledge of tax policy alleviate client concerns about their tax burdens?
LOPES: We share our tax knowledge and experience with all our clients to help them understand the tax implications of specific transactions, new tax laws or reporting requirements, and methods to reduce taxes. Our clients want to focus their time on running their business and dealing with the issues that confront them every day. By sharing our tax knowledge and experience, we focus on giving them the opportunity to feel comfortable that someone is looking out for their interest, both from a business and personal perspective, so that they can do what they do best. &#8226