Omaha, Neb. -  Lutz, a Nebraska-based accounting and business solutions firm, is pleased to announce several promotions.

 

Tyler Bartruff, JD, joined Lutz in 2012 and has over six years of professional accounting and consulting experience. As a Tax & Consulting Shareholder, his responsibilities will include transaction planning and consulting for business organizations, estate planning for individuals, and tax return compliance. Additionally, he will provide consulting services on litigation support projects, business valuations, merger and acquisition planning, and partnership equity allocation modeling. Bartruff has a Bachelor’s degree in Finance from the University of Nebraska at Lincoln, a Master of Business Administration from the University of Nebraska at Omaha, and a JD from the University of Nebraska - College of Law.

 

Stephanie Hand, SPHR, joined Lutz in 2005 and has over 17 years of experience. As a Human Resources Shareholder, she plays a key role in the people strategy for the firm including Lutz’s performance and talent management, recruiting, employee relations and retention efforts. Hand has a Bachelor’s degree in Education from the University of Minnesota at Minneapolis and a Master’s degree in Communication from the University of Nebraska at Omaha.

 

Jared Hardy, CPA, joined Lutz in 2005 and has over 12 years of experience in public accounting. As an Audit Shareholder, he provides accounting, auditing, and consulting services to privately-held companies in a variety of industries, including construction, manufacturing, franchising, and retail industries. Hardy has a Bachelor’s degree in Accounting from the University of Nebraska at Lincoln. He has also made the decision to transition to the Grand Island office.

 

Gary Newton joined Lutz in 2012 with over 29 years of experience. As a Lutz Tech Shareholder, his primary responsibilities are managing and designing network solutions for new and existing clients, as well as designing, managing, and supporting local and wide area networks. Newton has a Bachelor’s degree in Electronics Engineering Technology from the University of Nebraska at Omaha.

 

Ben Burton, CPA, joined Lutz in 2008. As a Tax Director, his primary focus is providing income and state and local tax services to corporations and partnerships, as well as individuals. Additionally, he specializes in trust and estate consulting and compliance. Burton has a Bachelor’s degree in Accounting from the University of Nebraska at Omaha.

 

Joseph Hartman, CPA, joined Lutz in 2006. As an Audit Director, he provides accounting, auditing, and consulting services to privately-held companies in a variety of industries including services, franchise, manufacturing, construction, printing, and distribution. Additionally, he has extensive experience with auditing and consulting services for employee benefit plans. Hartman has a Bachelor’s degree in Finance and Accounting from the University of Nebraska at Lincoln and a Mathematics Degree from Wayne State College.

 

Michael Perry, CPA, joined Lutz in 2003. As a Client Accounting Services Director, he focuses his time on providing business consulting, software implementation and training, accounting procedure assistance, and outsourced accounting replacement consulting for closely held companies. Perry has a Bachelor’s degree in Accounting from the University of Nebraska at Kearney.

 

Taylor Pugh, CPA, joined Lutz in 2011. As an Audit Director, she provides accounting and auditing services to privately-held companies in a variety of industries including distribution, retail, non-profit and service industries.  In addition, she consults on special projects related to forensic accounting, litigation support, and due diligence. Pugh has a Bachelor’s degree in Accounting, with highest distinction, and a Master’s of Professional Accountancy, also with highest distinction, from the University of Nebraska at Lincoln.

 

Clarke Beller, CPA, joined Lutz in 2014. As an Audit Manager, he specializes in providing accounting, auditing, and consulting services to privately held companies in a variety of industries including construction and employee benefit plans. Beller has a Bachelor’s degree in Accounting from the University of Nebraska at Lincoln and an Master of Business Administration from the University of Nebraska at Omaha.

 

Joseph Donovan, CPA, joined Lutz in 2015. As a Tax Manager, he provides tax compliance and consulting assistance to privately held companies in a variety of industries including real estate development and construction. Additionally, he has extensive experience dealing with individual taxation. Donovan has a Bachelor’s degree in Accounting and a Master of Science in Accountancy, both from the University of Notre Dame.

 

Ashley Englund, CPA, CVA, joined the firm in 2017 as part of McDermott & Miller joining forces with Lutz. Ashley serves as an Accounting Manager and has five years of public accounting experience. She splits her time between the areas of taxation, audit, and consulting services. Additionally, she is involved in the business valuation group where she assists businesses in a variety of sectors. Englund has a Bachelor’s degree in Accounting from Nebraska Wesleyan University.

 

Amanda Harpster joined Lutz in 2005. As a Client Accounting Services Manager, she specializes in small business consulting including accounting systems and procedures. Additionally, she is a Certified QuickBooks ProAdvisor with extensive experience in QuickBooks Desktop and QuickBooks Online.

Harpster has a Bachelor’s degree in Finance and Accounting from the University of Nebraska at Omaha.

 

Tami Heinrichs, CPA, joined the firm in 2017 as part of McDermott & Miller joining forces with Lutz. Tami serves as a Tax Manager and has six years of public accounting experience. She specializes in taxation for farmers, closely held businesses, and estate and gift matters. Additionally, she specializes in the agriculture industry. Heinrichs has a Bachelor’s degree and a Master of Professional Accountancy from the University of Nebraska at Lincoln.

 

Sarah James, CPA, joined the firm in 2017 as part of McDermott & Miller joining forces with Lutz. Sarah serves as an Accounting Manager and has four years of public accounting experience. She focuses her time on tax preparation and planning for individuals, partnerships and corporations. Additionally, she specializes in employee benefit plan audits. James has a Bachelor’s degree in Accounting from the University of Nebraska at Lincoln and a Master of Business Administration in Accounting from the University of Nebraska at Kearney.

 

Jake Klabenes, CPA, joined the firm in 2017 as part of McDermott & Miller joining forces with Lutz. Jake serves as an Audit Manager and has seven years of public accounting experience. He focuses his time in audits of governmental agencies, specifically housing authorities, with additional experience in not-for-profit entities and low income housing tax credit projects. Klabenes has a Bachelor’s degree in Business Administration from the University of Nebraska at Kearney and a Master of Business Administration from the University of Nebraska.

 

Missy Poppen, CPA, joined Lutz in 2015 with eight years of experience, including 4 years of experience in the private industry at a large publicly traded company. As a Tax Manager, she specializes in the review of corporate and multi-state returns. Additionally, she maintains and manages client relationships and assists with international compliance. Poppen has a Bachelor’s Degree in Accounting from the University of Nebraska at Omaha.

 

Curtis Thompson, CPA, joined the firm in 2017 as part of McDermott & Miller joining forces with Lutz. Curtis serves as a Tax Manager and has over six years of public accounting experience. He specializes in tax planning, consulting, and compliance for individuals and closely held businesses with an emphasis in agriculture. He has additional experience in auditing governmental entities. Thompson has a Bachelor’s degree in Business Administration and Accounting from Peru State College.

 

Brad Wittler, CPA, joined Lutz in 2013. As an Audit Manager, he specializes in providing accounting, auditing, and consulting services to privately held companies in a variety of industries including non-profit, employee benefit plans, and manufacturing. Wittler has a Bachelor’s degree and a Master of Professional Accountancy, both from the University of Nebraska at Lincoln.

 

Emily Burr, CPA, joined the firm in 2017 as part of McDermott & Miller joining forces with Lutz. Emily provides tax services for individuals and businesses. Additionally, she helps conduct audit services to companies and nonprofit organizations. Burr has a Bachelor’s degree in Accounting from the University of Nebraska at Omaha.

 

Whitney Dose joined Lutz in 2015 and serves as part of the SALT group. She prepares income tax, sales tax and property tax returns, as well as consulting services to clients. Dose has a Bachelor’s Degree in Finance and Accounting from the University of Nebraska at Omaha.

 

Caitlin Evers joined Lutz in 2013. As part of the SALT group, she prepares state and local sales tax returns, personal property tax returns, state incentive programs, and sales tax audit defense. Evers has an Associate’s degree in Accounting and Business from Iowa Western Community College and a Bachelor’s in Accounting and Business Administration from Buena Vista University.

 

Katie Hofer, CPA, joined Lutz in 2015 and assists Critical Access Hospitals in monthly accounting work, including monthly financial statements and yearly Medicare cost reports.  Hofer has a Bachelor’s degree in Finance and Accounting and a Master of Professional Accountancy, both from the University of Nebraska at Lincoln.

 

Mike King, CPA, joined Lutz in 2014 and provides accounting, auditing and consulting services to privately held companies in a variety of industries, including agriculture, manufacturing, and employee benefit plans.  King has a Bachelor’s degree in Public Accounting from Wayne State College.

 

Will Lanik joined Lutz in 2015 and provides accounting, auditing and consulting services to privately held companies in the construction, manufacturing, and employee benefit plan industries. Lanik has a Bachelor’s degree in Accounting and Finance from the University of Nebraska at Lincoln and a Master of Business Administration from Creighton University.

 

Lauren Preston, CPA, joined Lutz in 2015 and prepares complex corporate and individual tax returns. Additionally, she provides tax planning, compliance and consulting services to privately held companies. Preston has a Bachelor’s degree from Marquette University.

Sam Scarpello, CPA, joined Lutz in 2016 and provides accounting, auditing and consulting services to privately held companies in a variety of industries, including not-for-profits.  Scarpello has a Bachelor’s degree in Accounting from the University of South Dakota.

 

Scott Sunderman, CPA, joined Lutz in 2015 and provides accounting, auditing and consulting services to privately held companies in a variety of industries. He has a Bachelor’s degree in Accounting and a Master of Professional Accountancy, both from the University of Nebraska at Lincoln.

 

Aimee Trumbull, CPA, joined Lutz in 2015 and provides accounting, auditing, and consulting services for multiple industries, including manufacturing, franchises, and benefit plans.  Trumbull has a Bachelor’s degree in Accounting from the University of Nebraska at Lincoln.

 

Matt Storm, CPA, joined Lutz in 2009 and serves as Controller. Matt manages billing, payables, and monthly financial reporting across all locations and divisions. Additionally, he specializes in Microsoft Excel and data mining. Storm has a Bachelor’s degree in Accounting from Creighton University.

 

Merrick Price joined Lutz in 2014 and serves as a Marketing Specialist. Merrick plays a key role in guiding and implementing the marketing strategies for the firm. Price is responsible for creating a cohesive brand across all divisions and locations and specializes in graphic design. She has a Bachelor’s degree in Journalism from the University of Nebraska at Lincoln.

 

Julia Nelson joined Lutz in 2016 and serves as a Client Associate. Julia is responsible for maintaining client accounts, reviewing client transactions, executing firm tasks and supporting the firm’s investment advisors. Nelson has a Bachelor of Fine Arts in Architectural Design from the School of the Art Institute, Chicago.

 

Stacey Ambrose joined Lutz in 2015 and serves as an Administrative Lead. Stacey is responsible for tax return processing, assisting with training needs, and providing administrative support to both staff and clients. Ambrose attended the University of Nebraska at Omaha.

 

About Lutz

Lutz is the accounting and business solutions firm for people seeking a partner to help energize and heighten financial and organizational success. Born and raised in Nebraska, our experienced team simplifies complexities and provides accounting, wealth management, recruiting, M&A and technology services. We embrace your business as our own to spark the right solutions and help you thrive. MIND WHAT MATTERS + WWW.LUTZ.US