Lorielle Morton, CPA
Lorielle Morton has been employed with Summit West since 2002. Lorielle works with a large variety of clients, and her areas of expertise include tax planning and compliance for closely-held businesses, particularly for S-Corporations, partnerships and limited liability companies and their owners. Her public accounting experience is primarily in the areas of taxation and planning. She is heavily involved in planning and advising clients on entity selection and specific business and personal transactions. Lorielle serves as the Personnel Partner of the Firm.
Designations and Certifications
Certified Public Accountant Education University of Montana, Bachelors of Science in Business Administration (emphasis in accounting) University of Wyoming, Master of Business Administration Continuing professional education in accounting and tax Areas of Special Emphasis Individual income tax Corporate and partnership tax issues Technical research for complex tax issues Business entity choice and formation Professional Honors & Affiliations American Institute of Certified Public Accountants Wyoming Society of Certified Public Accountants Community and Civic Associations Lander Chamber of Commerce, Past President Of Interest Lorielle enjoys running and working out, is an avid reader, and loves spending time with her husband, Jade and their two active daughters.
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Lorielle Morton, CPA
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