Tax Planning Services

"Lisa does excellent work. She is responsive and communicates in a clear manner. She's attuned to each client's particular needs. Her client portal is easy to use. I have been a client of Lisa's for several years, and I highly recommend her!"

"Lisa Latterell Tax Planning Service is amazing to work with! Efficient, organized and well versed in tax questions. I highly recommend Lisa for your tax needs!"

"After our previous prepared abruptly closed and is unreachable we were able to find Lisa who not only got us in the same day but was able to prepare our 2023 taxes and also amend 2020,2021,2022 taxes after finding several errors made by our previous prepare to the tune of nearly $2000 in additional refunds! Lisa knows exactly what to look for and her expertise in finding missed deductions gained our trust in her as a client. We are so lucky to have found Lisa and that she has opened up more spaces to accommodate another business closing. Her 30 years of experience, convenient hours and location, great communication and reasonable fees make getting our taxes done something we enjoyed rather than dread!"

"Lisa has provided flawless and timely tax services to me for a quarter of a century. This was especially valuable to me when I had a renter in my house. I know there are a lot of free ways to compute and file taxes, but for me, the peace of mind of knowing an expert has my back is worth every penny. I can recommend Lisa without reservation."

"We have used Lisa for the past several years for my small business taxes. She is fast and accurate along with paying attention to the current tax laws. Highly recommend her services."