Tashanna Luoma

Tashanna Luoma, CPA

Manager, Wipfli Advisory LLC

Location
Wausau, WI

Tashanna Luoma is a manager who has worked with Wipfli since January 2015, with experience in providing attest services in the manufacturing and distribution industries, providing audit, review and compilation services. In addition, she oversees numerous employee benefit plan audits, assisting plan sponsors with IRS and Department of Labor compliance requirements. She is passionate about becoming a trusted advisor to clients for all of their business needs. She works closely with clients in order to build strong relationships and to help understand the challenges they face, as well as provide solutions. In addition to her client responsibilities, Tashanna is involved in training and mentoring new associates at Wipfli.

  • Attestation engagements (audits, reviews, compilations)
  • Limited-scope audit services for company-sponsored employee benefit plans

  • Certified Public Accountant

  • American Institute of Certified Public Accountants (AICPA) – Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) - Member

University of Wisconsin – La Crosse

  • Bachelor of science degree in accounting
  • Bachelor of science degree in finance
Expertise and services

INDUSTRY EXPERTISE

SERVICES