Lisa Newton, EA

Specialties

Specialization in accounting and tax preparation for individuals and businesses. Focuses on tax return filing, tax planning, audit representation, bookkeeping, small business services, etc.

History

Established in 1996.

I inherited the business from my mother when she passed away during the tax season in 1996. I had only assisted my mother with one tax return; now I had to step in and run it. So I took some crash courses in tax all that summer, eventually passing the grueling IRS exam to become an Enrolled Agent that fall. I operated it for two tax seasons from her house while continuing my education and then moved it to a business office.

I ran the business part-​time while working a full time job as manager of the fabrication department for Ryerson Steel until the summer of 2000. In July of 2000, I decided to make a full time career out of my new found love for tax preparation and moved to the business to its present location.

Meet the Business Owner

Lisa N.

Business Owner

I have a degree from Cal State Fullerton in Economics.

Upon graduation I went to work for fifteen years in the fabrication department of Ryerson Steel. I estimated the cost and worked up the sale price of custom fabricated steel, aluminum, stainless and plastic parts from customer blueprints. I presented those quotes to customers and upon receipt of the order put those parts into production. It was a combination of cost accounting, sales and manufacturing.

My background in business helps me tremendously when working with my business clients.