Lorraine Horan

How Lori Helps Clients 

As a tax professional for over 30 years, Lori assists Buchanan clients with tax preparation, estate administration matters, and by serving as a liaison to the Internal Revenue Service. Her clients include high-net-worth individuals and families, family-owned companies, and trusts.

In collaboration with Buchanan tax attorneys, Lori also works with clients to

• Prepare individual, estate, partnerships, corporations, trusts, and gift tax returns.
• Prepare monthly and yearly financial statements to include balance sheet, income statements and cash flow statements.
• Prepare annual retirement plan audits and tax returns.
• Calculate penalties and interest for overdue payments.
• Review and amend payroll tax returns.
• Assist with estate administration matters.
• Assist clients in event of IRS examination or review.

Before joining Buchanan, Lori was with a public accounting firm for 30 years, preparing hundreds of tax returns annually. She offered a full-service practice for her clients which included bookkeeping, tax preparation, financial statement preparation, and all accounting needs in between.  

No one likes to get a letter from the IRS. My job is to put clients at ease when that happens.

What Clients Can Expect

A proactive and strategic professional, Lori leverages her experience to help clients navigate complex and often stressful tax issues.