Lori Williams, CPA

Tax Manager

Lori Williams is a Manager at KWC. Lori has more than 23 years of experience providing tax planning & preparation, estate & trust, and financial & retirement planning services. She is accomplished in many industries including professional services and construction.

Lori’s primary focus is working with high net worth individuals.

Q. What do you enjoy about Public Accounting?
It is an ever changing environment that provides new challenges each day.  I love working with people to help them solve their tax planning and compliance needs.

Q. Why do you like working at KWC?
Because of their commitment to client service and the quality and diversity of our clients.  It is a perfect fit for me because Work/Life balance is not just a cliché at KWC.

Q. What do you enjoy doing outside of the office?
I love traveling, being active, and spending quality time with my family and friends

 

Industries and Major Service Areas

Tax Planning and Preparation
High Net Worth Individuals
Professional Services

Professional & Civic Organizations

American Institute of CPAs (AICPA)
Virginia Society of CPAs (VSCPA)
The Northern Chapter of the Virginia Society of CPAs (NCVCPA)
The Twig Junior Auxiliary of the Inova Alexandria Hospital – Board member and Treasurer

Education

University of New Mexico, Bachelors of Business Administration