Lonny J. Charles, CPA
Partner
Lonny Charles is a partner in the small business services group, working with small and medium-sized businesses to provide accounting, tax, and business consulting advice for their owners. He leverages more than 18 years of experience as a trusted business advisor to help clients overcome challenges and achieve their business and financial goals.
Certifications- Certified Public Accountant
- American Institute of Certified Public Accountants (AICPA) - Member
- Wisconsin Institute of Certified Public Accountants (WICPA) - Member
- Brown County Home Builders Association (BCHBA) - Member
- Volunteer Center of Brown County - Board member and treasurer
- Urban Hope - Board member and treasurer
- Howard Suamico Education Foundation - Board member and treasurer
Services
Audit and Accounting CPA Tax ServicesAreas of Focus
- Business consulting
- Tax planning for corporations, partnerships, and individuals
- Organizational/entity planning
- Transition planning
- Real estate taxation/transaction planning
Education
St. Norbert College- Bachelor of science degree in accounting