Lisa Newton, EA

Lisa Newton, EA is a small tax and business services firm led by an enrolled agent. Because the practice is small, it says clients receive personal attention, and it will refer work to another professional if a requested service falls outside what it does.

Products and services

• Individual tax work: return filing and tax planning for individuals.
• Business tax returns: filings for partnerships, corporations and S corporations.
• Bookkeeping: bookkeeping and financial statements for small businesses.
• Payroll support: after-the-fact payroll, payroll reports and sales tax reports.
• Estate and trust tax preparation: returns for estates and trusts.
• Advisory services: cash flow and budgeting analysis, plus accounting software selection and set-up.

Who it serves

The firm serves corporations, small businesses and individuals. Its published list of services is described as not exhaustive, and visitors are invited to ask about anything not listed.

Key facts

• Credential: enrolled agent
• Size: small firm with a personal approach