In addition to providing you with a profile of Lisa Newton, EA and the services we provide, we hope to become a helpful resource tool to you, our valued clients and visitors. We hope you will search around the site to learn a little about us and what we can do for your firm.
Be sure to check out links to external resources that we felt would be of interest to our clients and visitors.Contact Us
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer.
- Accounting Services
- IRS Representation
- Audit Services
- Other Services
- Payroll Services
- Business Consulting
- QuickBooks Pro Advisor
- Business Entity Selection
- Retirement Planning
- Management Advisory Services
- Cash Flow & Budgeting Analysis
- Sales Tax Services
- Consulting Services
- Tax Planning
- Estate & Trust Tax Preparation
- Tax Preparation
- Estate Planning
- Tax Services
- Financial Statements
- Accounting Software Selection & Implementation
As the list is not all-inclusive, please feel free to inquire about a service if it's not listed. If it's not a service we provide, we would be happy to refer you to a qualified professional.
Where We AreNeed directions to our offices?
Who We Are
Lisa excels in accounting and tax preparation for a wide variety of clients, including corporations, small businesses and individuals. Some of her specialties include:
- Tax return filing and tax planning for individuals
- Audit representation
- Bookkeeping and financial statements for small businesses
- After-the-fact payroll, payroll reports and sales tax reports
- Business tax return filings - Partnerships, Corporations or S-Corporations