Experience
29 Years of Tax Preparation Experience. More than 2,000 business and individual tax returns prepared. Batchelor and Master’s Degrees in Accounting. Hundreds of clients. Seeing the bigger picture to connect all the dots and foresee the tax changes awaiting your business.
Knowledge
Tax law changes. Continuing Professional Education. Research and comprehension. Tax preparation expertise grows with a depth of experience.
S-Corporations 1120-S Income Tax Returns. Partnership 1065 returns. Estate and Fiduciary 1041 or 706 Returns. Non-Profit 990 Returns. Individual 1040 income tax returns plus all US states income tax returns.
Preparation
Experience with multiple years of returns. Multiple years of bookkeeping cleanup. Making sense of records for Estates and final returns of a passed on loved one. Quick and clean tax preparation is a factor of knowing the software and navigating their workflow.
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!