Lisa D. Church, CPA, EA, MBA (Waterfront Tax & Accounting)

"I was referred to Lisa Church and Waterfront Tax & Accounting by a close friend after I complained about my old accountant. He assured me that Lisa was the best and that I should work with her. I was skeptical because she was a bit more expensive than my old accountant. But, boy was I glad I switched firms after starting work with them! First of all, she restructured my company so that I could save over $10,000 in annual taxes. Secondly, she streamlined my processes so that everything runs more smoothly with my bookkeeping. Thirdly, she arranged for my payroll to be handled by her, rather than myself. Fourthly, her team is extremely responsive and helpful. The process of transferring over was lengthly because she made certain everything happened correctly and that was a huge relief. If you're considering hiring a new CPA firm, stop considering and call Lisa now. You will be glad you did because you will have more money, more time and less stress after you hire her!"

"We just reached out to Lisa at Waterfront In September 2022 (to help us with our tax issues), and I must say that my husband and I have been pleased so far, we were a little confused and had some questions so she welcomed a Zoom conference call with us so that we could ask all questions needed, and she explained everything clearly to us, and offered so much more information. We are very happy with the level of knowledge and professionalism, and look forward to Lisa and her office completing our tax issues promptly. Yes, We highly recommend Lisa and her company at Waterfront for excellent tax services."

"Lisa is very thorough, professional, prompt, and knowledgeable.She was quick to respond to any questions I had and was always available. I highly recommend using her. I have used several over the years and I know after having Lisa prepare my taxes that she is the best."

"In 2020, I tried Sheila Johnson CPA, EA and she was terrible. Kept stringing me along and getting nothing done. So, I found waterfront and tried to work with Lisa. At first, they were great about helping us in a pinch to get the 2020 taxes completed after our terrible experience with Sheila. Her digital platform is super easy as well. I would’ve given them a 4 out of 5 star (communication and coordination could have been smoother). We signed up again with Lisa for the 2021 tax year and suddenly it was difficult to get a response, then when she did respond it was promising everything would be done on time no problem. I checked back weekly to give them some space to work, but also to make sure it was getting done or if we needed to adjust along the way (like if she needed an extension). Really trying to be reasonable. Well, Friday at 5pm on Easter weekend when the taxes were due on Monday, Lisa said she didn’t have time to get ours done (we submitted all of our stuff before her deadline back in Feb!) and that she suggested paying $20k in taxes by Monday! Are you kidding?! Very unprofessional. She could have handled that so much better - and we have her every chance to do so. Thank goodness we had already done much of it ourselves in free tax software as a double check, but so much for a paid service. 1 star… and that’s being generous. Edit: given the response back, zero stars. I see that accountability is not part of the repertoire. At least own the mistake and make it right. Yes, I filed everything way ahead of time except one document that I gave a heads up would not be available until later."

"We have been with Waterfront and it's precursor company for years, starting when our joint family tax obligations started to get complicated. Lisa's team meticulously compares situations between years, lets us know if we may be missing a document or an opportunity, and provides reliable and timely service for us every spring. We recently added an off-cycle consultation session which not only set us up for tax accounting success for the coming spring but positively shaped the way we talk to our financial management asset brokers. Highly recommend Lisa and her team!"