Lisa brings over ten years of experience in analyzing, strategizing, and implementing plans for clients with a variety of tax issues. Since then Lisa has become an integral part of the practice. Skilled at consulting with clients to determine financials situations and developing strategic solutions to meet goals, Lisa has been highly successful in resolving issues with the IRS and the MA DOR.
Expertise:
Individual and small business tax compliance issue recognition while focusing on applying IRS and MA DOR resolution options to each unique situation.
Ensuring all IRS and MA DOR tax issues are addressed and implementing preventative measures to continue with compliancy.
Frequently Addressed:
Will the IRS/MA DOR release their levy and/or reinstate my driver’s license?
Does the IRS/MA DOR remove the penalties assessed?
I haven’t filed a personal or business tax return in several years, where do I start?
Education, Licensures and Professional Affiliations:
Bachelor of Science in Accounting – Hartwick College
Enrolled Agent - Designation to practice before the IRS
Five Words That Describe You Professionally: Compassionate, Virtuous, Friendly, Dependable, Experienced
