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 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.