Lauran I. Penn, CPA, CFP

lauran penn collaborative divorce snyder cohn cpa business advisors washington dc maryland virginiaI’m Lauran. I believe in making sense of complex and complicated tax issues in order to find straightforward and workable solutions.

When I work with you, I …

    Listen to you because I find you interesting, and I want to learn about what you do and how you got to where you are now.
    Am a straight shooter, and I ask well-thought-out, critical questions about your unique situation and work toward my goal of providing maximum value to you at all times.
    Deal with serious matters, but keep things light, even funny, and I put accounting into English and help you understand what you need to do.
    Keep my clients for a very long time, and still have one since my very first job just after graduating college! Because for me it’s all about relationships.
    Often become friends with clients (and they call me with questions about everything, from where to go in Tucson to asking me to check in on relatives)!
    Enjoy simplifying complicated information so that we can discuss and act on it for your best outcome and results.
    Propose what I feel are the best and most innovative solutions and then implement them in a way that make the most sense for you and your situation.

I am a Partner with Snyder Cohn.

Practice Areas/Expertise

Accounting Services

  • Reviews and compilations
  • Accounting solutions for businesses and individuals
  • Budgets, forecasts and projections
  • Analysis and structuring for private placement offerings (PPM)

Tax Services

  • Business tax services
  • Corporations and partnerships

Individual Tax Returns

  • Estate and trusts
  • Estate and family wealth planning
  • Personal financial planning

Management Advisory Services

  • Executive compensation planning
  • Strategic planning
  • Divorce consulting and planning

Certifications

    Certified Public Accountant
    Certified Financial Planner
    Personal Financial Specialist
    Certified Divorce Financial Analyst

Organizations

    American Institute of Certified Public Accountants
    International Association of Collaborative Professionals
    Maryland Association of Certified Public Accountants
    Certified Financial Planner Board

Education

    Bachelor of Science in Accounting – University of Maryland

Contact Us

Email Lauran Penn.