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Our Staff

The Lovell Group, Inc. is built on a proud tradition of service, technical expertise, and innovative thinking.  Our staff's experience and academic credentials give our clients the depth of knowledge you will find in a larger firm, while our dedication to superior customer service offers the personal, one-on-one approach smaller firms are known for.

We hope you will take a few minutes to get acquainted with our staff!


 

 

Jodi L. Lovell
President

 

  • B.S. in Psychology from  Xavier University, Cincinnati, OH
  • Manages all HR, Marketing, Client Services, and daily operations
  • Specializes in Federal & Multi-State Income Tax Preparation & Tax Consulting for Individuals and all business entities
  • Specializes in Small Business Consulting & Tax Planning for Small Businesses
  • Assists clients with Business Entity decisions
  • Member of the National Society of Accountants
  • Over 12 years experience

Jodi graduated from Xavier University in 2000 with a degree in Psychology with an emphsis in Industrial/Organizational Psychology.  After graduation, she went to work as a Manager for a national retail food chain where she gained a lot of experience in many HR functions, in managing multiple departments and 200+ employees with as many as 50 at one time, creating and following monthly, weekly, and daily store budgets, and working with the public.  Jodi decided that retail management was not for her, so she went to work for her father's CPA firm and within a year became a Senior Staff Accountant.  Her father retired and sold his business soon after.  In 2004, Jodi established The Lovell Group, Inc. and soon after purchased Ramona's Bookkeeping & Tax Service from Nancy Caudill.

In addition to overseeing the accounting, payroll, and tax departments, Jodi prepares unaudited financial compilation reports, coordinates tax preparation, reviews tax returns, and researches tax opportunities.  Accordingly, she is able to advise clients on the many levels of their personal and business tax situations and financial conditions of their businesses.

Contact Jodi L. Lovell


 

 

Rhonda King
Payroll Processor and Office Manager

  • Regular, Full-time Employee
  • Manages client portal maintenance, client contact management, and tracking of project status and client receivables
  • Processes live and after-the-fact payroll & prepares payroll taxes when due
  • Processes data entry of client checks
  • Assists with client relations and administrative services

Contact Rhonda King

 


Diana Sonntag
Client Relations Representative

  • Seasonal, Part-time Employee during tax season
  • Assists with all client relations and administrative services
  • Over 25 years experience

Diana works very hard to make our clients feel welcome and comfortable.  She communicates with all of our tax clients so they are current with their tax status.