The Firm

Traditional CPA and Business Advisor

Ever since Lovoy, Summerville & Shelton was founded in 1972, we have prided ourselves in being a traditional CPA firm. Unlike some other accounting firms that also provide computer technology, insurance, and investment advisory services, we have instead chosen to keep as the core of our practice audit, tax and general business advice.

We assist our clients with the following types of financial reporting:

  • Audits

  • Tax compliance

  • Financial and tax planning

  • Budgeting and forecasting

  • Internal controls

  • Transaction consulting including mergers acquisitions, restructuring and reorganization

At Lovoy, Summerville & Shelton, we remain steadfastly committed to the development of a highly-respected, independent accounting practice that is, above all else, responsive to the needs of its clients.

Close, Personal Attention - We concentrate on establishing and maintaining a close, constructive relationship with you at all times throughout the year. We believe our clients receive the greatest benefit from our services when we maintain frequent contact.

Commitment to Quality - As a member of the Private Companies Practice Section of the American Institute of Certified Public Accountants (AICPA), our firm is required to undergo periodic peer reviews conducted by a team of independent certified public accountants. This team evaluates our quality-control policies and procedures and inspects a representative sample of our work product to assure that we comply with the stringent standards established by the AICPA.

Our Approach to Service - We place a strong emphasis on properly planning our engagements. During the planning phase of those engagements, we review with with the client's personnel our understanding of the degree of assistance anticipated and timing of the assistance. This allows for a well-organized and efficient process.

 

 

 

 

 

 

 


Continuous Communication - Open, honest, and timely communication is the foundation of our relationships with clients. Our own insights, along with issues important to our clients, are always brought forward in a timely and professional manner. The Lovoy, Summerville & Shelton members on a client's team have many years of experience working with individuals and governing bodies of large organizations. We recognize that the quality of these relationships will be the principal measure of our performance as far as the client is concerned.

Our Team is Right For You - Our firm's management team has extensive experience within the service line each of our accountants represent. Our goal is to create a quality team that will best facilitate and customize the needs of our clients - the clearest evidence of our commitment to that service. Selected based on the extensive experience and ability to meet the your specialty demands, your team members will have a level of expertise that is second to none.

We Want Your Business - We would like to emphasize one final point:  we want and welcome your business. We are confident that Lovoy Summerville & Shelton can assemble a core team that is tailored specifically to your needs. We are energetic, experienced, and highly responsive to our clients.