William Lutz, CPA

Senior Partner

“I strive to get to know my clients inside and out so that I can provide them sound advice when it comes to their financial goals.”

Having been a partner in the firm and its predecessors since 1978, Bill boasts extensive experience providing audit and tax-related service to clients in the construction, distribution and retail industries. He conducts peer reviews of other accounting firms and is included in the AICPA Reviewers Bank. In addition, Bill is one of the founders of INTEGRA International Inc., an association of Chartered Accounting and CPA firms, and has served the organization both as an officer and on the executive committee.

Bill attributes his success to hard work and determination. He bases all of his decisions on his clients’ best interests, constantly working towards bringing them closer to achieving financial success.

Bill currently resides in Charlton with his wife. Bill is an avid New York Yankee and Giants fan and enjoys playing second base on the firm’s softball team.

Designations

  • Certified Public Accountant (CPA) – New York

Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • Integra International

Education

  • Boston College
    • Bachelor of Science, 1968

Military Service

  • US Navy

Industries