Lisa Niser, E.A.

Tax and Financial Advisor

Tax Planning & Preparation:

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


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. 


​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.

Public Speaking:

I am a passionate and experienced speaker on the topics of tax and financial planning.  Contact me to speak at your organization, business meeting or other type of event.  I am also available for radio and television appearances.


Publishing:

In addition to my tax planning newsletters, I periodically contribute as a writer for various organization's newsletters.  I am happy to write an article for your organization.