Taxes

• Tax Planning
• Tax Services
  Rather than being all things to all people, the firm specializes in tax preparation, planning, and services for individuals. You always have direct contact with Lisa. By limiting the practice to individuals, the focus is always on you and your future -- you will never be marginalized in favor of a corporate client.

Planning

• Financial Planning
  For the last thirty years, Lisa has been in private practice with a focus on tax and financial planning services for individuals.
• Asset Management