Your Professional Tax Advisor and Financial Planner
Lisa Niser is your source for Tax Advisory and Financial Planning services. With over nineteen years of experience with clients from every income level, I am dedicated to helping you with your financial matters. As a small business owner I am able to provide personalized quality service that will exceed your expectations. Below you will find a list of services. Please contact me with any questions you have. I look forward to assisting you.
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:
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.
Best in class service is offered via:
A thorough interview – to assure you get all the deductions you are entitled to!
Explanation of the tax laws.
Convenience – Meet at my office in Old Town, use my drop-off and pick-up service or mail your documents to me.
Personalized year-round service – I don’t disappear on April 15th!
Enrolled Agent - 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. With tax regulations becoming more convoluted and confusing each time the government announces another “simplification” coupled with the enormous changes in tax laws and differences between state and federal requirements, Enrolled Agents are highly skilled to meet your needs.
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.
Understanding your financial situation is essential to your long term financial health. I offer assistance in budgeting, education planning and pre-marital financial planning.
I am a passionate and experienced speaker on the topics of tax and financial planning. Contact me to speak at your organization, business meeting or other type of event. I am also available for radio and television appearances.
In addition to my tax planning newsletters, I have written for articles for the newsletter of a local organization.