Tax and Financial Advisor
Lisa Niser, E.A.
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:
We interact with taxes on a daily basis so learning about them should be a priority. I lead online and in-person seminars to help you overcome your fear of taxes so you can make informed decisions that move you towards your goals. Visit my educational site: Taking On Taxes Together.
Seminar topics have included:
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.
The Lionel Shipman $hape Your Finances Show (September 15, 2020): Taxes and Financial Wellness
Understanding your financial situation is essential to your long term financial health. I offer assistance in budgeting, education planning and pre-marital financial planning.
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.