Lam & Associates staff, left to right, Lori Zellner, Shirley Hillegas, Liz Herman, Sue Bulmer, Jennifer Serfass and Steve Lam, owner.
Meet the hometown tax and financial solutions team that brings you "big city" expertise along with small town values.
Stephen Lam, CPA and financial adviser brings more than 20 years' experience working in big-4 accounting and Wall Street trading firms here to our neighborhood. After years of working in high-power finance, Steve decided to follow his heart and live his dream of "coming home" and applying his extensive expertise to addressing both the simple and complex tax issues of small business and local family clients.
Lam, a native of New Jersey, has a small practice in Washington, N.J., which is now the office of Lam & Associates. But when he met and visited with CPA Howard Kulp of Pennsburg about two years ago to talk about a transition, he was so impressed with the people and the possibilities within the Upper Perkiomen Valley and surrounding area, that when given the opportunity to purchase the firm, Steve jumped at the chance.
"This is a growing area, the properties are beautiful, the taxes are lower, and the people are wonderful," he says.
Lam & Associates is also proud to have retained the talent of local CPA Lori Zellner. Lori has served the Upper Perkiomen community since 1997. Elizabeth (Liz) Herman rounds out the depth of experience of the firm through her 30 years of financial service expertise including banking, insurance, financial planning and investment management. Liz has been a resident of the Upper Perkiomen Valley for more than 25 years and is involved in many organizations and activities in support of the local community.
Lam & Associates specializes in assisting family-owned businesses and startups in various fields including (but not limited to): construction, health services, manufacturing, restaurants and professional services.
We also have specific expertise in individual and business returns for professionals. Their broad experience and certifications enable them to provide complete accounting services such as: financial statement audit, review, compilations, outsourcing and management advisory services. We also provide life, disability and long-term care insurance; and investment services including qualified and non-qualified accounts and 401k rollover assistance.
One reason that individuals and business owners look to a financial service company for help is because of a tax, investment or insurance complexity, and its potential effect on their bottom line. The Lam & Associates team works hard to give you the peace of mind knowing you have a trusted partner who can help you work through those complex issues, and will be there to walk with you through all the financial situations and questions you may have throughout your lifetime.
Call Steve, Liz or Lori to schedule your complimentary consultation at 215-679-6221.