Lori Siverling, CPA | Principal

Lori Siverling is a Certified Public Accountant and Principal at Legacy Tax Group. With more than 15 years in public accounting, she earned her Bachelors in Business Administration with a degree in accounting and finance from the University of Wisconsin, Eau Claire.

Specializing in tax planning and preparation for individual and small business clients, she has expertise in collaborating with financial and legal professionals to help clients identify potential tax planning strategies to reduce current and future tax liabilities.

Lori enjoys spending time with her husband, Matt, and their four daughters. As the wife of a college basketball coach, she and her family love the sport and are frequently found in the gym. In her spare time, she loves to run, read, cook and bake.

Julie Katzer | Accountant

Rebecca Mohr | Practice Manager