Andrew C. Lutz, C.P.A.

indeximage610-993-8340 (phone)
610-993-8344 (fax)
Email: andy@lutzandtravers.com

 

Education and Certifications

  • Duquesne University, B.S. Business Administration Accounting, 2001
  • Certified Public Accountant (CPA), Pennsylvania, 2004
  • American Institute of Certified Public Accountants, 2004

Professional Background

Andrew (Andy) Lutz is a shareholder with Lutz & Travers P.C. He provides consultation and support on a wide range of tax and accounting issues including IRS or state audits, tax strategies for closely held businesses and financial statement preparation and analysis.

Andy’s tax preparation services go beyond simply preparing a tax return. An in depth analysis of available deductions and credits is performed along with a review of the prior year tax return for new clients. Andy will provide recommendations on withholding allowances and estimated tax payments during the year to avoid any unexpected tax bills in April. Andy consistently advises business clients on new tax law updates that could benefit the client.

Andy has built his client base on assisting small business owners understand their financial statements and how to use them when making key decisions. He has experience with reviewing historical data and making recommendations on future goals. Andy has experience with start-up companies to businesses in their third generation and works closely with the owner, controller or bookkeeper to ensure accuracy of the accounting system. Andy provides financial statement compilation and review services to comply with any bank or other regulatory requirement.

Andy is engagement manager on several not-for-profit financial statement audits. These projects consist of working with the board of directors to plan and prepare for field work and to also assist the organization in reviewing their financial data so they can develop procedures to comply with audit requirements. Andy also prepares federal tax returns for non-profits and Pennsylvania BCO-10 & 23 returns.

Andy started with Lutz & Travers in 2002 and represents the third generation from the Lutz family.