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:
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
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.