Lisa Marie Matuszny

Current Employers

Employment History

• 01/1992 → Present
  Hobe & Lucas Cpas, Inc.
  Independence, OH
• 12/2021 → Present
  Avantax Planning Partners, Inc.
  Independence, OH
• 11/2010 → Present
  Greensmart Payroll Solutions, Llc
  Independence, OH

Other Businesses

HOBE & LUCAS CERTIFIED PUBLIC ACCOUNTANTS, INC. POSITION: Shareholder NATURE: The practice of public accounting. We perform audits, compilations and reviews; we prepare all types of tax returns. We offer bookkeeping services and other accounting services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/07/1992 ADDRESS: 4807 Rockside Road Suite 510, Independence OH 44131, United States DESCRIPTION: Shareholder and CPA; I am responsible for supervising employees, reviewing and signing tax returns and financial statements and other duties associated with public accounting. I also perform some human resource duties and other firm management duties as required in a small, closely-held accounting firm. SPICE FIELD KITCHEN POSITION: Board member NATURE: They partner with school and community organizations to deliver immersive agricultural and culinary experiences anywhere from the classroom to school garden spaces to Zoom. Their robust K-12 curriculum focused on "understanding our community food system" was developed by a licensed educator, tied to state standards and built to satisfy STEM requirements.Students are engaged in the full cycle of food: growing, cooking, eating, and composting! Developing culinary self-reliance, food literacy, and knowledge of nutrition helps build individual, family, and community health and wellness. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 9570 Riverview Rd., Brecksville OH 44141, United States DESCRIPTION: I help with budgeting and help them understand financial statements. I also help with fundraising. GREENSMART PAYROLL SOLUTIONS LLC POSITION: Member NATURE: We provide ongoing payroll services to companies, including preparing paychecks and payroll tax returns. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/29/2010 ADDRESS: 4807 Rockside Road Suite 510, Independence OH 44131, United States DESCRIPTION: All I do is refer payroll clients to Greensmart. I have no other duties within this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-24

Other Names

• Lisa Matuszny