About Lori

Lori Liberty is the partner-in-charge of tax and business services for Marcum’s Merrimack, New Hampshire office. She has extensive experience working with closely held businesses, high-net-worth individuals, developmental stage businesses (incubation through self-sufficiency), and private equity firms.

Lori is experienced in providing businesses and individual clients comprehensive tax, planning, audit, and accounting services. In addition to her CPA credential, Lori has the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). This title distinguishes CPAs with considerable professional experience in personal financial planning.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Personal Financial Planning Section, Tax Section
  • New Hampshire Society of Certified Public Accountants (NHSCPA)
Practice Focus

Private Client Services
Tax Planning and Compliance
Management Advisory
Accounting Services

Education

Bachelor of Science, Accounting
Southern New Hampshire University