Lisa is dedicated to going beyond the routine task of tax return preparation when serving individual clients. At the heart of her approach is a belief that effective financial health requires meticulous planning. She emphasizes the importance of adhering to a robust, comprehensive tax plan as the key to not only minimizing taxes but also effectively managing finances, maximizing assets, and realizing personal goals. As a CPA, Lisa provides services beyond tax preparation, aiding clients in developing solid and sensible plans that extend beyond the current year's taxes. This includes considerations for future expenses such as educational savings, retirement funding, and asset and estate protection.

Corporate & Business Tax Planning
For corporate and business clients, Lisa recognizes the critical role of careful tax planning in income tax preparation. Her goal is to minimize tax liability to enhance profitability, catering to businesses of all sizes, whether large corporations or startups. Drawing on her knowledge and experience, she provides expert tax preparation services and devises optimal strategies to reduce tax liability within the bounds of the law.

Small Business Tax Planning
Small businesses hold a special place in Lisa's focus, addressing their unique tax needs from planning and quarterly filings to year-end taxes. Alongside her network, she leverages extensive experience to guide small businesses through the often intricate landscape of tax regulations. Lisa stays abreast of the latest developments in tax laws, allowing her to assist clients in formulating overall tax strategies to minimize liability. The result is a portfolio that lays the groundwork for sustained profitability through thoughtful planning in the years to come.

Annual Tax Planning for Individuals With High Net Worth
For individuals with high net worth, annual tax planning goes beyond the routine task of tax preparation, aimed at maximizing wealth preservation and minimizing tax liabilities. This sophisticated process demands not only a deep understanding of the ever-changing tax laws but also expertise in the application of tax-saving strategies. Lisa specializes in high net worth tax planning, helping her clients gain an invaluable advisor who proactively navigates the complexities of tax regulations, identifies opportunities for tax-efficient investments, and implements strategies that align with both short-term needs and long-term financial goals. This partnership enables clients to make informed and tax-efficient decisions throughout the year. 

The role of an accountant in this context extends far beyond the annual tax season, offering clients a year-round advisory service that continuously evaluates and adjusts financial strategies to reflect changes in tax legislation, market conditions, and the client's personal financial situation. This comprehensive approach not only secures financial advantages at tax time but also fosters financial growth and stability, making it an essential service for those seeking to preserve and enhance their wealth through strategic tax planning. Working with Lisa offers high net worth individuals confidence their financial affairs are managed with the utmost expertise and foresight, laying the groundwork for lasting financial success.

For more information about tax planning for individuals or businesses, contact Lisa today.