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About Us

Background

For years, Lombardo Wagner Ayers & Company, LLC has been providing quality, personalized financial guidance to local individuals and businesses. Lombardo Wagner Ayers & Company, LLC's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Lombardo Wagner Ayers & Company, LLC is one of the leading firms in and throughout Annapolis. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Lombardo Wagner Ayers & Company, LLC is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Annapolis' business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around Annapolis. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Lombardo Wagner Ayers & Company, LLC receive competent and timely advice.

Our Team

Andrew R. Lombardo, CPA, CVA

alombardo@lwacpafirm.com (410) 263-4201

For over 35 years Andy has been providing auditing, accounting, financial statement preparation, business valuation services and management advisory services to business entities ranging in size from $100,000 to $100,000,000 in sales. Andy’s 12 years with Touche Ross & Co. (now Deloitte & Touche) and 11 years as Annapolis partner-in-charge of the regional firm of C.W. Amos & Company, LLC affords LWCO clients the level and range of expertise smaller companies need and want. Andy is a Certified Valuation Analyst and a graduate of the Family Business Institute.




Industry Emphasis:
Contractors, Real Estate, Retail, High Tech, Hotels / Motels, Home Building, Franchises, Restaurants, Service Organizations, Government Contractors

Special Accounting Skills:
  • Audit, review and compilation of financial statements.
  • Sophisticated financial reporting.
  • Special reports.
  • Agreed-upon-procedure reports.
  • Collateral audits/reporting.
  • Forecasts and projections.
Consulting Skills:
  • Family-owned business consulting.
  • Business valuations.
  • Expert witness testimony.
  • Mergers & Acquisitions.
  • Litigation support.
  • Design and implementation of accounting systems.
  • Purchase and sale of business and business segments.
  • Bank consultation and credit package preparation.
  • Corporate buy/sell agreements.
Professional Organizations:
  • American Institute of Certified Public Accountants (AICPA)
  • Maryland Association of Certified Public Accountants (MACPA)
  • National Association of Certified Valuation Analysts (NACVA)
  • Anne Arundel County Police Foundation – Treasurer and Founding Member
  • Anne Arundel Economic Development Corporation – Founding Member and Past Director
  • Anne Arundel County Chamber of Commerce - Past President
  • 20th Century Education Foundation – Past President
  • Junior Achievement of Anne Arundel County – Past Board Member

Matthew C. Wagner, CPA

mwagner@lwacpafirm.com (410) 263-4201

Matt is a dynamic young professional in two of the hottest areas for serving businesses and their owners. Matt is known for assisting start-up businesses determine the appropriate structure as well as assisting them to properly capitalize their new enterprise. He advises business owners and works with attorneys in succession planning, which often includes selling the business to obtain the greatest value possible.

Although he services clients in several industries, his areas of greatest concentration are the hospitality and real estate industries. Formerly with the Big Five accounting firm of KPMG Peat Marwick and the international firm of BDO Seidman, Matt is a member at LWCO. He is frequently quoted in such publications as The Baltimore Sun Papers, Baltimore Business Journal, and the Capital.

Industry Emphasis:
Hospitality (Hotels & Restaurants), Veterinarians, Other Contractors, Attorneys, Real Estate Developers, Physicians, Real Estate Investors, Chiropractors, HVAC, Electrical, Plumbing

Special Tax Skills:
  • Entity Formation and Structuring
  • Tax Controversy Representation
  • Tax Return Preparation
  • Sophisticated Tax Planning
  • Like-Kind Exchange
  • Reverse-Like Kind Exchanges
  • Gift and Estate tax planning
  • Retirement planning
Consulting Skills:
  • Business Succession Planning
  • Business Start-Up
  • Mergers & Acquisitions
  • Business Capitalization
  • Financing Consultation
  • Expert Witness Testimony
  • Litigation Support
Accounting Skills:
  • Forensic and Fraud Accounting
  • Formal Financial Statements
  • Budgeting and Forecasting
Professional Organizations:
  • American Institute of Certified Public Accountants (AICPA)
  • Maryland Association of Certified Public Accountants (MACPA)
  • National Association of Certified Valuation Analysts
  • American College of Forensic Examiners

Allen K. Ayers, CPA, CVA, MST, CFP®

aayers@lwacpafirm.com (410) 263-4201

Allen assists clients with personal, business and estate planning, financing, business valuation & litigation support. Allen holds a Master’s Degree in Taxation from the University of Baltimore Law School. He is a Certified Financial Planner™ and a Certified Valuation Analyst. Allen has performed expert witness testimony in several Maryland Circuit and District courts as well as under the Federal Rules of Procedure. In his 30 plus years of experience he has performed accounting, valuation and CFO services for a wide range of industries including professional services, government contractors, intellectual property, automobile and motorcycle dealerships, retail and wholesale sales and real estate development and construction contractors.

Industry Emphasis:
Hospitality (Hotels & Restaurants), Veterinarians, Other Contractors, Attorneys, Real Estate Developers, Physicians, Real Estate Investors, Chiropractors, HVAC, Electrical, Plumbing

Specialty Tax Skills:
  • Entity Formation and Structuring
  • IRS Audit Representation
  • Tax Return Preparation
  • Sophisticated Tax Planning
  • Like-Kind Exchange
  • Gift and Estate tax planning
  • Retirement planning
Consulting Skills:
  • Business Succession Planning
  • Business Start-Up
  • Mergers & Acquisitions
  • Financing Consultation
  • Expert Witness Testimony
  • Litigation Support
Accounting Skills:
  • CFO Services
  • Forensic and Fraud Accounting
  • Formal Financial Statements
  • Budgeting and Forecasting
Professional Organizations:
  • American Institute of Certified Public Accountants (AICPA)
  • Maryland Association of Certified Public Accountants (MACPA)
  • National Association of Certified Valuation Analysts
  • American College of Forensic Examiners