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Lonnie Sluchak

CPA, Director of Tax Services

CREDENTIALS
CPA – Certified Public Accountant

EDUCATION
Bachelor’s degree in accounting
Florida Atlantic University

Master’s degree in accounting
Nova Southeastern University

AFFILIATIONS
FICPA, AICPA

SPEAKS
English

VALUES
Striving for excellence, respecting everyone

INTERESTS
Watching ice hockey, cruising, playing piano, spending time in the mountains

Lonnie Sluchak, CPA serves as a Director of Tax Services. He leads all tax-related operations for the firm’s wealth management and financial planning clients. Lonnie brings over 10 years of personal tax and accounting experience with a specialty in tax compliance, both domestic and international. 

Prior to joining Tobias Financial Advisors, Lonnie was a partner at a top 10 South Florida public accounting firm. His goal is to bring his global tax knowledge from public accounting to further enhance the value-add tax planning services offered to our clients.

Lonnie has a bachelor’s degree from Florida Atlantic University, a master’s degree from Nova Southeastern University and is a Certified Public Accountant. He is active with both the Florida Institute of Certified Public Accountants (FICPA) and American Institute of Certified Public Accountants (AICPA). He is also a Certified Acceptance Agent for the IRS. 

Lonnie currently resides in Naples, Florida allowing for a bridge of southeast and southwest Florida client relationships. In his free time, he enjoys spending time with his family, traveling, watching ice hockey games, and playing the piano.

 “Tax is more than just numbers to me – it’s an opportunity to make a meaningful impact on our clients’ financial journeys. I take great pride in providing personalized care and strategic guidance to navigate the intricacies of the tax world.”

Blog Posts Featuring Lonnie Sluchak, CPA

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