
Lori Borek, CPA, is a seasoned tax accountant and Chief Operating Officer of The Borek Group, LLC. Lori recently retired from the Internal Revenue Service after a distinguished 34-year career in federal tax administration. She served in multiple critical roles at the IRS, including Revenue Agent in the Small Business/Self-Employed (SBSE) division, Analyst in the Office of Servicewide Penalties, and Senior Manager responsible for overseeing quality programs for SBSE Field and Specialty Examination. Lori also played a key role in staff development, delivering continuing professional education (CPE) training modules to revenue agents and providing quality-focused training to new frontline Examination managers.
Lori earned her degree in Accounting from the University of Maryland University College. Now in the private sector, she brings her deep expertise and leadership to her work with The Borek Group, helping clients navigate the complexities of tax compliance and strategy.