Lanae Peters – Tax Manager, Family Office Services

904-709-0006 | lpeters@PivotCPAs.com | Download Bio »

Professional Experience:

  • Pivot CPAs
  • Newfold Digital

Education:

  • Master of Taxation – Florida Atlantic University
  • BBA, Finance – University of North Florida

Lanae’s journey with Pivot CPAs originally began in 2015 when she joined our firm as a tax intern and was subsequently promoted to Tax Supervisor in 2019. She then expanded her professional experience in corporate tax field with Newfold Digital for two years. Lanae realized her passion for working with individuals and their businesses and rejoined Pivot CPAs in 2023 as a Tax Manager in the Family Office Services.

As a Tax Manager for Family Office Services, Lanae helps develop and maintain client relationships. She performs tax planning and compliance with a focus on individuals, s-corporations, partnerships, and c-corporations, and also assists in the development and implementation of internal processes.

Lanae is a Jacksonville Beach native and loves exploring the growing city, hanging out at the beach, and cheering on the Jaguars with her family and dogs.

Lanae Peters