Previously worked in tax dept of a payroll company, where I completed payroll tax returns for small businesses to large multi-state corporations.

Have resolved numerous payroll tax issues in all 50 states, plus completed many amended returns – federal, state & local. Have worked with federal & state tax officials to resolve tax issues for all types of payroll taxes. Have also represented employer companies in payroll tax audits for fifteen years.

Have completed sales & use tax returns for 28 states and managed associated sales tax audits for companies large and small. I have also taken care of sales tax returns and related sales tax issues for various small business owners in the area.

Have reconciled numerous bank accounts over the course of my career. I’ll use my experience to ensure that your transactions are being posted correctly and to identify bank errors and fraudulent transactions.

I’ve acquired experience working on annual payroll tax budgets for several large companies for many years. Also produced operating budgets for various small businesses in Indiana & Michigan.

For over 25 years, I’ve completed tax returns for individuals, self-employed persons and small business owners including s-corps and c-corps.

Graduated from Indiana University with a bachelor of science and a master of science in accounting.

Can Provide Year-round Tax Advice To Help You Save Money On Your Tax Return. I Can Also Help With The Set Up Of The Various Tax Accounts That A Small Business Owner Is Required To Have.

Rates Are Tailored To Your Specific Needs!
Having been raised in a family of small business owners, I learned how difficult it can be to own a small business and juggle all of the financial demands – while trying to maintain a positive cash flow.

My rates are tailored to your specific needs and payments can be structured to coincide with your cash flow cycles. Please contact me to discuss your needs and obtain a free estimate.

Lisa’s Accounting & Payroll Services offers:
Serving clients across SOUTH BEND, ELKHART, GOSHEN, and the surrounding areas.