Q2 Beyond the Numbers ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­    ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  
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    TEAM MEMBER ACHIEVEMENTS & FIRM NEWS

     

     Forbes 2026 America’s Best-in-State CPAs 

    Lou Plung Headshot 2022
    Lindsay Andrews One-Sheet

    Both Louis Plung Co-Managing Partners made the Forbes 2026 America's Best-in-State CPAs List!

    On April 15, Forbes released their 2026 America’s Best-in-State CPAs list and we’re proud to say that both of our Co-Managing Partners made the list! Congratulations to Lou Plung, who was also honored in 2025, and Lindsay Andrews. One Thousand exceptional CPAs from around the country were recognized who were identified through interviews with industry insiders, outside nominations, editorial research, and an independent advisory board of CPAs.  Candidates were then rated in 10 weighted categories including professional honors, influence on the profession, achievements, performance, thought leadership, and community service.

    To see the full Forbes 'Best-in-State CPAs' list visit: Forbes 2026 Best-in-State

    To read more check out our post: Louis Plung and Lindsay Andrews Recognized on the Forbes 2026 Best-in-State

     

    Louis Plung & Company receives the Best of Accounting Award

    Best of Accounting 2026

    Following a client survey by ClearlyRated in October 2025, Louis Plung & Company received the Best of Accounting Award in February 2026. The award recognizes firms who have proven to be industry leaders in service quality based solely on client ratings. LPC was one of only nine accounting firms in Pennsylvania to achieve this recognition. Thanks to our clients for taking the time to provide feedback—we truly valued your input.

    See what clients had to say here:  Clearlyrated

    Congratulations Steven Fisher

    Steven Fisher Headshots

    Congratulations are also in order for Steven Fisher, MBA, LPC tax staff. He’s been selected as a Pennsylvania Institute of Certified Public Accountants (PICPA) Young Leader. This award recognizes members under the age of 40 who have demonstrated extraordinary commitment to the accounting profession through PICPA involvement or community service. The 2026 class of Young Leaders will be celebrated at the PICPA’s 129th Annual Meeting & Celebration in Bedford, PA on May 4-5.

    Louis Plung & Company receives the Best of Accounting Award

    WELCOME TO THE TEAM

    New Hires: Welcome to the Team!

    Louis Plung & Company is thrilled to continue to grow and to welcome the following new hires to the team:

    Mike Schiermeyer  with background (social post)

    Mike Schiermeyer, CPA 

    Tax Manager 

    Lucas Toohey Headshot with background

     Lucas Toohey 

    Audit Staff

    Melvin Gongora

    Melvin Gongora 

    Audit Senior

    Izza Arano

    Izza Arano

    Administration

    Remembering Charles "Chas" Jerich 

    Chas Jerich LinkedIn

     

    On March 1, we unexpectedly lost a longtime member of our tax team, Charles “Chas” Jerich. With a strong commitment to the accounting professional, Chas was a proud member and Past-President of the Allegheny Tax Society. He is deeply missed by both LPC clients and colleagues who remember him fondly.

    Read Chas's obituary:

    Charles-Jerich-Obituary

     

    LPC Archived

    View all of Louis Plung & Company's Newsletters 

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    Louis Plung Newsletters

    RECENT EVENTS

    LPC tax season party

    Tax Season Kickoff Celebration

    The Louis Plung & Company tax team celebrated the start of tax season on February 3rd with a lively event at Shorty’s on the North Shore. The celebration marked the conclusion of a three-day tax-season kickoff that included training on the latest tax laws and regulations. Each team member received a tax season care package, featuring a Yeti Rambler Colster, Miday power bank, Happypop socks, notepad, pen, Chap Ice, and empowermints.

    Copy of Dealmakers Linkedin (1)

    Pittsburgh Smart Business Dealmakers Conference

    The LPC team participated in a record-setting Pittsburgh Smart Business Dealmakers Conference on February, 19th alongside almost 600 M&A advisors, investors, and entrepreneurs at the Wyndham Grand Pittsburgh Downtown. The connections continued at a post-event happy hour at Vallozzi’s Pittsburgh, co-hosted by CIBC.

    A special thank-you to the panelists from the session “Post-Close Is When the Real Work Begins”:

    Beth Bershok, LPC CMO (Moderator)

    Thomas L. Bakaitus, Jr., Partner, LPC

    Annie Westbrook, Senior Lender, CIBC

    Stan Celich, CEO, Drafto

    Scott Evans, Managing Partner, Guardian Capital Partners.

    ATS Linkedin (1)

    Allegheny Tax Society Annual Joint Tax Meeting

    LPC tax professionals attended a U.S. tax policy update at the Allegheny Tax Society’s Annual Joint Tax Meeting. The event featured speaker Jessica L. Jeane from Washington, D.C. and was hosted in partnership with the Tax Executives Institute, Pittsburgh Tax Club, and the Allegheny County Bar Association Tax Section. LPC was represented by Charles Jerich, Tao He, CPA, Alijah Martin, CPA, Matthew Craw, Steven Fisher, MBA, and Enkhlen Bayar.



    LPC Annual meeting

    Pittsburgh Downtown Partnership Annual Meeting

    Louis Plung & Company representatives attended the Pittsburgh Downtown Partnership’s Annual Meeting, which highlighted upcoming city initiatives surrounding the NFL Draft, new retail experiences, Arts Landing, and activity in Market Square. The event drew over 400 attendees—its largest crowd to date—and featured updates from city and county leaders. LPC CMO Beth Bershok and Marketing & Client Experience Manager Alyssa Falarski represented the firm.

    Disrupt Pittsburgh

    Disrupt HR Pittsburgh

    DisruptHR Pittsburgh delivered an engaging and energetic evening at Rivers Casino & The Landing Hotel on April 1st. Fourteen speakers challenged the audience to rethink talent, culture, and technology, sparking meaningful conversation throughout the event.

    A special shoutout went to LPC’s HR Director, Lanna Valenti, for her impactful presentation on The Sprinkle Method, a people-centered approach to change that challenged traditional HR practices.

    Draft before the draft party

    Draft Before the Draft Party

    Louis Plung & Company hosted its “Draft Before the Draft” party at the Greer Cabaret Theater the week of April 20th to kick off draft week. LPC partnered with Grist House Craft Brewery to create a private-label lager and red IPA, and guests enjoyed taking four-packs home.

    The food embraced a Pittsburgh tailgate theme, featuring a Potato Patch fry bar, pierogi station, BBQ chicken, and a classic cookie table. Cornhole, a football toss, and other games rounded out the night, making it a memorable way to kick off an exciting week for the city. 

    SOCIAL COMMITTEE

    The Louis Plung & Company Social Committee is a group that plans and coordinates events and activities to boost office morale, inter-departmental teamwork, and achieve a good work-life balance, while supporting and helping charities within the community.  The Social Committee was created almost 10 years ago and its members are of all staff levels and specialties from within the firm.  

    Activities

    Birthday & Anniversary Lunch

    Mardi Gras Celebration

     

    LPC celebrated Mardi Gras / Fat Tuesday on February 17th with a combined birthday and anniversary lunch, complete with King Cake. Partner Thomas L. Bakaitus, Jr. and intern Ethan Oniboni found the babies, bringing good fortune for the year ahead. A big thank-you went to the Social Committee for planning such a fun and festive event.



     Ice Cream Social!

    Busy Season Sundae Bar

     

    The LPC Sundae Bar provided a sweet boost during the final weeks of busy season. (March 16th) With all the classic flavors and toppings, it was the perfect midday pick-me-up. Thank you to the Social Committee for organizing this morale-boosting treat.



    Copy of End of Busy season party

    Busy Season Wrap-Up Celebration 

     

    To celebrate the end of busy season, the LPC team gathered at the Renaissance Hotel downtown on April 16th for an evening of casino games, raffle prizes, great food and drinks, and even better company. The event was a wonderful way to recognize the team’s hard work and accomplishments.

    Special thanks to Danielle Blanco, Ellie Ewing, and Rajdip Sidhu, along with the entire Social Committee, for organizing such a fun and memorable celebration.

     

    Q2 2026 Event Photo Gallery

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