Pete Loney, CPA, PFS
Pete Loney is a Member in the firm’s Tax Department. He joined Warren Averett in 2019 and has over 12 years of public accounting experience. Pete’s primary responsibilities include tax planning and managing and reviewing corporate, partnership, trust and individual tax returns. He specializes in flow-through entity taxation and helping business owners grow their businesses while minimizing federal and state income tax liability. He is a licensed CPA in Florida and New York. Pete resides in Tampa with his wife and two daughters.
- Bachelor of Science in Accounting
Daemen College, Buffalo, NY
- Master of Science in Professional Accountancy
Daemen College, Buffalo, NY
Professional Affiliations
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
- Propeller Club, Member
Community Involvement
- Roland Park K-8 Dad’s Club, Member
Ask Me About
- The effects of tax law changes
- How effective planning can minimize your tax liability
- Choosing an entity type
- When the Buffalo Bills will win the Super Bowl
