Lisa Newton, EA

Tax & Business Services

Call (562) 267-0351

Welcome!

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Services Offered

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
  • Bookkeeping/Write-up
  • 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 Are

Need directions to our offices?
1901 E. Lambert Rd. #103
La Habra, CA 90631

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

Check out our 2013 Year-End Tax Tips