Tax preparation & tax planning; Big 4 CPA experience at a local price.

Lisa is a CPA, earned a PhD (tax),

and holds an EA license (from the IRS).

Lisa gives free consultations.

Our Small Business Services

Compliance

Compliance

Compliance

Taxes: Tax preparation of Personal, Corporate, Partnership, LLC, Trust, Nonprofit Income Tax Returns
Multi state tax returns are common in Lisa's practice
Tax planning is just as important as tax preparation (see blog post on what tax planning is)

Management

Compliance

Compliance

Bookkeeping: Manage daily transactions using QuickBooks Desktop or QuickBooks Online
Payroll: Management of payroll and payroll taxes
Planning: Reporting and advice to support growth

Advisory

Compliance

Advisory

Reporting: Help owners and/or directors make informed decisions using prepared financial statements
Cash flow planning