Maverick Tax & Bookkeeping
About
My name is Gloria Lorenz, and I am the founder of Maverick Tax & Bookkeeping Services LLC. As an Enrolled Agent with more than 30 years of experience in accounting, taxation, and tax resolution, I am committed to providing individuals and business owners with knowledgeable, personalized financial guidance.
At Maverick Tax & Bookkeeping, our goal is to be your trusted partner for all your tax, bookkeeping, payroll, and accounting needs. We operate from two office locations - Lavon, Texas, and Lakewood, Colorado and proudly serve clients throughout the United States through secure remote services.
We understand that managing your bookkeeping, staying compliant with tax laws, and handling payroll can be time-consuming and overwhelming. That's why we work closely with our clients to simplify these responsibilities, allowing them to focus on growing their businesses with confidence.
We specialize in working with physicians, therapists, service based industries, real estate agents and investors, over-the-road truck drivers, startups, and entrepreneurs across a variety of other industries. Whether you need ongoing bookkeeping, tax preparation, tax planning, or IRS representation, we provide proactive guidance tailored to your situation.
Our focus is on helping our clients strengthen their financial position not only by maintaining accurate books and filing tax returns, but by identifying opportunities to reduce tax liability through strategic tax planning. We believe every client deserves personalized attention, honest advice, and exceptional service, and we are committed to putting your needs first every step of the way.
To welcome new clients, we offer a first-year discount on tax preparation services. We also provide discounted tax preparation for clients who utilize our monthly bookkeeping services, giving you a seamless, year-round accounting solution designed to save you both time and money.
We look forward to building a long-term relationship and helping you achieve your financial goals with confidence.
Highlights
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Specialties
Special tax situations
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Filing status
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Frequently asked questions
What is your typical process for working with a new customer?
Typically I will jump on a call with a client to get an idea on what is involved with their taxes or IRS issues. We then can either meet in person to go over the information needed and complete a tax organizer(interview organizer)or we can do it all online thorugh my secure portal, where clients can upload all of their tax documents. We are very flexible to meet the needs of the clients.
What education and/or training do you have that relates to your work?
I have over 25 years experience with accounting and tax preparation and specialize with working with individuals and small businesses. Specific industries that I have extensive experience in are trucking, construction, logging, retail stores, photographers, restaurants, online businesses and small start-up businesses.
I have a Master's degree in Accounting and am an Enrolled Agent licensed by the IRS.
How did you get started in this business?
I have worked in Public Accounting for over 27 years and always wanted to start my own small Tax and Accounting business. I love helping people with their taxes, tax issues and educating them on their taxes.