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About Lisa Newton, EA

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

  • Cash Flow & Budgeting Analysis
  • Estate & Trust Tax Preparation
  • 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

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
  • 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

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