Business Tax Preparation
Individual Income Tax Preparation
Meet Lisa Bloomfield
29 years of experience. She’s worked with CPA’s since she was 19 years old. Completed a Masters Degree in Accounting. Thousands of tax returns. This if her 4th Accounting and Tax business, having sold the prior 3. Each with a different focus, giving a depth of experiences.
Lisa has a unique opportunity to work with the three to four generations that make up current tax clients. From the tech-phobic to the tech-savvy, in this world of AI and Online she’s more focused on the client experience than ever.
Creating a lean firm that uses all the latest software, without overwhelming the client or making tax prep an onerous experience. Because What You Need is a tax preparer that works with you.
Thanks to their expertise, I feel confident my taxes are prepared correctly! They made tax time stress-free and easy for my business.
-This can be you
Lisa saved me so much time! I can now focus on growing my business instead of stressing over numbers. Highly recommended!
-Every owner doing their own books
I trust their advice and appreciate their support of my business taxes. Their guidance has been invaluable, and Lisa saved me thousands and I avoided double taxation!