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Our Services

Welcome to our website!

Our Online Office brings financial services directly into your home or business, enabling you to more actively participate in your financial management.

You can:

Access our PORTAL to share files, view invoices and make payments.

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Review Tax and Financial Topics of Interest in the Additional Pages section of our site.

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often, as current news impacting your financial situation will be outlined here.


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Get To Know Us

Lisa M. Rector CPA, EA

President

Since earning my Enrolled Agent (EA) certification in 2015 and Certified Public Accountant (CPA) designation in 2018, I have been committed to providing exceptional accounting and financial services to individuals and businesses. With bachelor's and master's degrees from Colorado University, I bring a strong educational foundation and practical expertise to every client engagement.

I specialize in tax planning, compliance, and financial strategy, tailoring my approach to meet the unique needs of each client. My goal is to make complex financial processes simple and manageable so you can focus on what matters most.

Outside of work, I find inspiration and balance in nature. Whether hiking a challenging trail or enjoying the peaceful beauty of the outdoors, these moments shape my perspective and fuel my commitment to thoughtful, grounded solutions for your financial needs.

Let’s work together to simplify your finances and help you achieve long-term success.

North Carolina License: T14869

Colorado License: 9035561 

Hear From Our Clients

Susan Summers

Lisa Rector is my hero!! She is kind, professional, dedicated to her business and her clients and is an absolute genius in finding all the right strategies for preparing tax returns. Lisa found errors in previous year's taxes that had been filed on my behalf by another professional accounting firm and, through MUCH work and dedication, amended several of my filings to successfully help me recover a BUNDLE in overpaid taxes . I am so grateful for her and have sung her praises over and over again. I highly recommend Lisa (and Nicole!) for all your tax preparation needs. 

September 7, 2022

Bob Kerr

WOW! Great experience with Lisa and Nicole. Fast and affordable. Absolute gem of a company. Great communication. My refund was greater than her service charge! Can't wait to do my taxes next year.

August 12, 2022

Josh Rios

Lisa was awesome the whole experience was painless and quick I will be doing my taxes here from now on thank you for your services.

November 1, 2021

Stay in Touch

Send Us a Message

We would love to hear from you!

719-686-6840 Fax: 719-466-6499 [email protected]

PO Box 119, Hendersonville, NC 28793

Get clarity on your tax and accounting situation