Profile
Lisa Taylor, CPA PLLC
ListedCPA Firm Serving Forest, Smith Mountain Lake, and Lynchburg
About
About
Lisa Taylor, CPA PLLC is a CPA firm in Forest, Virginia serving clients in Forest, Smith Mountain Lake, and the Lynchburg area.
Its services include business and individual tax preparation, tax planning, bookkeeping, accounting services, payroll, personal financial planning, estate planning, elder care, part-time CFO…
Lisa Taylor, CPA PLLC is a CPA firm in Forest, Virginia serving clients in Forest, Smith Mountain Lake, and the Lynchburg area. The firm works with individuals, small businesses, and medium-sized businesses, offering accounting support shaped around the client’s records, tax needs, and financial questions.
Its services include business and individual tax preparation, tax planning, bookkeeping, accounting services, payroll, personal financial planning, estate planning, elder care, part-time CFO services, reviews and compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, and succession planning. The firm also references QuickBooks support for bookkeeping setup or integration.
The source materials describe an in-person practice with a broad accounting approach for both personal and business clients, with service recommendations based on the client’s stated needs and records.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Bookkeeping services | In-person | ||
| QuickBooks/Xero setup | In-person | ||
| Business tax preparation | In-person | ||
| Individual tax preparation | In-person | ||
| Tax planning | In-person | ||
| Tax services | In-person | ||
Client types
Client types
Tax focus
Tax focus
Software tools
Software tools
Service areas
Service areas
Languages
Active taxpros in Forest, VA
This profile is unclaimed. Here is a nearby active taxpro.