Lorilee Roberson-Grace

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

Lorilee is a Manager at Goodrich, Thomas, Cannon & Reeds, LLP, and has been with the firm for more than 20 years.  She specializes in working with families to fulfill their estate planning goals.

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)

  • CSCPA Estate Planning Interest Group

Education and Certifications

Lorilee received her Bachelor of Science in Business Administration from California State University, Fullerton.  She became a Certified Public Accountant in 1999.

  

Community Involvement

Lorilee is a committed and active member of her church.  

A little more about Lorilee…

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.

E-Mail Address: LGrace@gtcrcpas.com

Goodrich, Thomas, Cannon & Reeds, LLP

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

© 2021

Admin Login  Search  Site Map  Privacy Policy  Disclaimer
Back to top

Get In Touch

-->

Client Portal Login

Subscribe to our Newsletter