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Robin Lutz, CPA

Tax Manager

Robin Lutz has been serving the taxation needs of closely held businesses and high net worth individuals since 1988. Utilizing her expertise in tax planning and consulting, Robin excels at identifying opportunities to save her clients money. She effectively communicates complicated tax situations in a way that is easy to understand. Having owned a business herself, Robin understands the multifaceted issues of the closely held business owner.

Robin’s taxation experience has spanned many different industries. Her clients have included multistate corporations, manufacturing and distribution companies, health care facilities and physicians, clergymen, and artists and musicians. She has assisted clients with federal and state audits, form of entity selection, and employee buyouts.

Robin educates clients and internal associates on tax topics, including tax planning and regulation changes. She is also a frequent guest lecturer at the University of Wisconsin-Oshkosh. In addition, she writes tax tools for Commerce Clearing House (CCH). She has also rewritten four chapters on S corporations for its Tax Research Consultant product.

Robin is a member of the American and Wisconsin Institutes of Certified Public Accountants (AICPA, WICPA).



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Robin Lutz

Robin Lutz, CPA

Tax Manager
 
Fox Cities
2901 E. Enterprise Ave.
Suite 500
Appleton, WI  54913
Tel: (920) 832-2439
Fax: (920) 739-6707
rlutz@wipfli.com
 
Areas of Expertise
  • Proactively consulting with business owners
  • Implementing tax planning strategies tailored to clients’ needs
  • S corporate, corporate, partnership, and individual tax planning and compliance
  • Choice of entity analysis, planning, and formation
  • Strategizing for sales of closely held businesses
  • QuickBooks consulting and assistance with accounting
  • Research and development tax credits

Education
  • Bachelor of science degree in accounting, University of Akron, Akron, Ohio
  • Master’s of taxation, University of Akron, Akron, Ohio.