Lorilee Roberson-Grace

Lorilee Roberson-Grace | Trust Returns | Goodrich, Thomas, Cannon & Reeds, LLP

About Lorilee

Lorilee is a Manager at Goodrich, Thomas, Cannon & Reeds, LLP, and has been with the firm since 1995.  She specializes in working with families to fulfill their estate planning goals.When Lorilee is away from the office, she enjoys spending time with her family, bike riding, and outdoor activities.  She loves being involved in her son’s extra-curricular activities.  Lorilee is a huge Angels fan and regularly attends their games.

Areas of Expertise

  • Estate returns & planning

  • Trust returns & accounting

  • Gift tax returns

  • Exempt organizations and private foundations 

Memberships

  • American Institute of Certified Public Accountants 

  • California Society of Certified Public Accountants (CSCPA)

Education and Certifications

  • Earned a Bachelor of Science in Business Administration from California State University, Fullerton.  
  • Became a Certified Public Accountant in 1999.

  Community Involvement

  • Commited and active member of her church
  • Calvary Chapel Schools in Costa Mesa
  • Harvest Christian Fellowship 

E-Mail Address: LGrace@gtcrcpas.com

Goodrich, Thomas, Cannon & Reeds, LLP

T: (714) 546-0755
F: (714) 546-4901
E: info@gtcrcpas.com

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