Lohrey and Associates

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Today: 8:00 am - 5:30 pm

34 Years

in Business

6 Years with

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Accredited

Business

(918) 743-8900Visit Website

Business LocationTulsa, OK 74104

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:30 pm

Lohrey and Associates

Tax Planning
Jay D. Stallsmith, CPA, CFP is a graduate of Oklahoma State University with degrees in accounting and finance. After graduation, he spent three and one-half years with Ernst & Young, LLP serving primarily SEC audit clients. He has been with Lohrey & Associates since 1996, specializing in closely held entities and their related individuals' tax planning and compliance needs. He has served a variety of industries, with an emphasis in manufacturing, real estate, energy, and service industry clients. Jay is a member of the AICPA, OSCPA, Tulsa Chapter OSCPA and various community organizations.

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General Info: Lohrey & Associates PLLC provides tax services for individuals and businesses, including oil and gas tax, real estate tax and estate and gift tax, estate planning, payroll services, and business consulting in the Tulsa, OK area.
Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Services/Products: Accounting Services Business Consulting Business Tax Estate Planning Individual Tax Oil and Gas Tax Payroll Services Real Estate Tax
Payment method: amex, discover, visa, mastercard
Location: Saint John Utica Tower
Neighborhoods: Park Place, Swan Lake
Associations: American Institute of Certified Public Accountants (AICPA),Oklahoma Society of CPAs (OSCPA)
Other Link: http://www.lohrey.com
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Categories: Accountants-Certified Public, Accounting Services, Financial Services, Tax Return Preparation, Tax Return Preparation-Business
Other Information: Certifications: Certified Public Accountants
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Phone: (918) 743-8900

Address: Tulsa, OK 74104

Website: http://www.lohrey.com

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Lohrey and Associates

Tax Planning
Jay D. Stallsmith, CPA, CFP is a graduate of Oklahoma State University with degrees in accounting and finance. After graduation, he spent three and one-half years with Ernst & Young, LLP serving primarily SEC audit clients. He has been with Lohrey & Associates since 1996, specializing in closely held entities and their related individuals' tax planning and compliance needs. He has served a variety of industries, with an emphasis in manufacturing, real estate, energy, and service industry clients. Jay is a member of the AICPA, OSCPA, Tulsa Chapter OSCPA and various community organizations.
Tax Services
Lisa Neely Martinez, CPA is a graduate of Oklahoma State University with a Bachelor of Science in Accounting and a Master of Science in Taxation. She has been with Lohrey and Associates since 1997. She works primarily with closely held entities and individuals in areas of tax preparation, planning, and compliance. She has experience with a variety of industries including real estate developers, physicians, attorneys, oil and gas exploration/production, small manufacturers and consultants. Lisa is a member of the AICPA, OSCPA, and the Tulsa Chapter OSCPA. She has served as President of the Desk & Derrick Club of Tulsa. She was President and Treasurer of Metro Tulsa Career & Professional Women's Club and is currently serving as President for the Oklahoma Federation of Business Women (OBW).
Income Tax
Joined Lohrey & Associates, PLLC in March of 2009 and has over 25 years experience in Industry and Public Accounting. Her 17 year career with Ernst & Young, LLP was centered primarily on the oil and gas industry, manufacturing, and hospitality. Shelly served as a SALT Mind for the Southwest Area of Ernst & Young where she focused on state and local tax compliance. Her emphasis on SALT provided her the opportunity to travel to the EY Bangalore, India shared services center in 2003. During her two month assignment she established and coached the newly formed SALT team in Bangalore. In private industry she was employed as the Tax Manager for a wholesale distributor who was owned by an international parent. She successfully streamlined processes within the tax department for compliance with payroll, sales tax, property tax, and income tax compliance. Throughout her career, Shelly has successfully represented clients with the IRS and various other taxing agencies. She currently serves clients of Lohrey & Associates in the areas of oil and gas exploration and production, manufacturing, healthcare, real estate, and other service industries. She also has assisted closely held entities and their owners with tax planning and reorganizational transactions. Shelly is the Manager over the accounting department of Lohrey & Associates. She is responsible for client services as it relates to financial statement reporting in either a Compilation or Reviewed format.

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