Lonny J. Charles, CPA
Partner
Lonny Charles is a partner in the small business services group, working with small- and medium-sized businesses to provide accounting, tax and business consulting advice for their owners. He leverages more than 25 years of experience as a trusted business advisor to help clients overcome challenges and achieve their business and financial goals.
Certifications
- Certified Public Accountant
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) – Member
- Wisconsin Institute of Certified Public Accountants (WICPA) – Member
- Brown County Home Builders Association (BCHBA) – Member
- Urban Hope – Board Member and Treasurer
- Howard-Suamico Education Foundation – Board Member and Treasurer
- Neville Museum Foundation – Board Member
- St. Norbert College Schneider School of Business – Business Advisory Board Member
Services
Assurance services Tax services Business consulting servicesAreas of Focus
- Business consulting
- Tax planning for corporation partnerships and individuals
- Organizational/entity planning
- Transition planning
- Real estate taxation/transaction planning
Education
St. Norbert College
- Bachelor of science degree in accounting