When it comes to navigating the complexities of tax preparation and filing, having a trusted Certified Public Accountant (CPA) by your side can make all the difference. Lisa, a seasoned CPA based in Morgan Hill, CA, offers comprehensive tax services that cater to both individuals and businesses. With a solid understanding of the tax code and a commitment to personalized service, Lisa ensures that every client maximizes their tax benefits and complies with all federal and state tax laws.

Individual Tax Preparation & Filing
Tax season can be a stressful time for individuals, but Lisa's expert tax preparation services aim to simplify the process. Whether you are an employee, a freelancer, or navigating complex investment portfolios and high net worth, Lisa provides tailored tax solutions to meet your specific needs. Her approach goes beyond mere number crunching; she takes the time to understand your financial situation, offering strategic advice to reduce your tax liabilities and increase potential refunds.

Lisa leverages the latest tax software and stays up-to-date with the current tax laws to ensure accuracy and compliance. Her virtual tax preparation services are designed to fit your busy lifestyle, offering video calls and a secure online platform for document exchange. This means you can enjoy the convenience of professional tax services without leaving your home. From itemizing deductions to optimizing credits, Lisa is dedicated to ensuring that your individual tax return is prepared accurately and efficiently, maximizing your financial benefit.

Business Tax Return Preparation & Filing
For business owners, the tax landscape can be even more daunting. Lisa's business tax return preparation services are tailored to the unique needs of each enterprise, whether it's a small startup or a well-established company. Understanding that businesses face a myriad of tax challenges, Lisa offers solutions that not only comply with current tax laws but also support business growth and financial health.

Lisa's expertise encompasses a wide range of business tax requirements, including corporate tax returns, partnerships, and S-corporations filings. She works closely with business owners to identify tax-saving opportunities, optimize deductions, and plan for future tax liabilities. By staying updated with the latest tax laws and regulations, Lisa ensures that your business benefits from all applicable tax advantages.


Virtual and Local Services
Recognizing the importance of accessibility and convenience, Lisa offers both local services in Morgan Hill, CA, and virtual tax preparation services. Her virtual platform is equipped with secure document exchange and video conferencing capabilities, making tax preparation accessible to clients regardless of their location. This blend of local presence and virtual accessibility ensures that clients receive personalized, expert tax advice and services that cater to their unique circumstances.