Lacy Marlette, CPA

(retired)

Industries and Focus

Real Estate
High Net Worth Individuals
Entrepreneurs
Doctors

Lacy retired from PDM, LLP in 2022 after more than four decades in private practice with a specialty in real estate and IRS and FTB representation.

Lacy is a graduate of the University of Southern California with a Bachelor of Science in Accounting and a Masters of Business Administration. Lacy continues to serve on advisory and director boards and is involved in many philanthropic endeavours.

Services

“PDM is a wonderful fit for the privately held business seeking solid technical expertise and exceptional service.”
Brian M. Ishida

California United Bank
“Our business has grown consistently and remained healthy despite an economic downturn and we attribute a lot of it to our CPA Hank Parker and his attention to our strategies and goals and help with strategic and financial planning.”
Sandra Martinez-Rowe,

In Play Showroom
“The professionals at PDM have become a collaborative partner to our company that has taken the time to understand our business, listen to our needs, and provide solutions and council throughout the year.”
Gary Handley,
Chief Financial Officer,

NC Dynamics
“The team at PDM understands my business and personal tax needs and are always available as an honest, open-minded sounding board for business plans or creative and comprehensive solutions.”
Harry Gordon, CEO

World Mechanical, Inc.
“My wife and I were very impressed with your communication, professionalism and promptness regarding ourAudit. Thanks for looking after my family wealth and thinking about our money like it is yours!”
Kurt A.,

Los Angeles, CA

Lacy Marlette, CPA (Retired)

Lacy Marlette

Lacy Marlette, CPA

Industries and Focus