Tax and Financial Advisor

Lisa Niser, E.A.

​​​​​Tax Planning & Preparation:
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The right tax planning and preparation can greatly reduce the stress associated with taxes.  Tax assistance goes beyond annual tax preparation.  I help my clients understand areas such as: 

  • Nanny Taxes.
  • Home office deductions.
  • Ways to reduce your child care costs.
  • How to adjust your withholding upon the purchase of a primary residence.
  • The tax implications of real estate investing.
  • The tax implications of marriage.
  • How many exemptions to claim on W-4s.
  • ​Estimated taxes​


Speaking:


I am a passionate and experienced speaker on the topics of tax and financial planning.  Contact me to speak on your podcast or for your organization or event.


Past engagements:

Ask an Expert (IG:busybsocial) (October 2, 2020): Information for New Entrepreneurs

​The Lionel Shipman $hape Your Finances Show (September 15, 2020): Taxes and Financial Wellness

​When People Thrive, Companies Thrive (November 17, 2020): Financial Health for Employees

​2020 Tax Facts Webinar for 7 Pillars LLC (December 2, 2020)

Business Talk Library (December 21, 2020): ​Making Tax Less Complex

Ask an Expert (SK Realty) (January 11, 2021): Taxes and Real Estate

Book of Experts (February 9, 2021): 5 Things New Entrepreneurs Need to Know to Minimize their Risk of Audit and Save Taxes

​Cat Breet's More Money, Freedom and Fun Out of Work Show (February 25, 2021): Answering Your Tax Questions


​Financial Planning:

Understanding your financial situation is essential to your long term financial health.  I offer assistance in budgeting, education planning and pre-marital financial planning.


IRS Representation:


As an Enrolled Agent with the IRS I am one of a limited number of tax professionals who specialize in tax matters.  Enrolled Agents are the only tax professionals who are required by federal law to maintain a stringent annual schedule of professional education in the field of taxation.  

In the unfortunate event you are audited by the IRS, as an Enrolled Agent I can be by your side representing you.  Enrolled Agents are the only taxpayer representatives who receive their right to practice from the United States government.  As an Enrolled Agent I can help you organize your information, prepare you for questions, communicate on your behalf and represent you in front of the IRS with or without you. 

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