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: 

  • 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


Education:

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:

  • What New Entrepreneurs Should Understand About Taxes 
  • What Real Estate Investors Should Understand About Taxes
  • Tax Basics
  • The Tax Side of Child Care including What It Means to be a Household Employer
  • Taxes and Life Milestones


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:

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


​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.