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Tax Services

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Tax Preparation

In today's day and age, most of us have become do-it yourselfers. This makes sense in many cases, but when it comes to taxes, online software will never replace the real-world experience of a knowledgeable tax professional. While using this software may seem like the cheaper option, it could cost you more in the long run due to mishandled deductions, miscalculations and potential IRS problems. Taxpayers are further challenged by the rules, regulations, filing requirements, and disclosures required by Federal and State authorities.

At Lisa M Rector, CPA PC, we make it our business to know the latest tax rules inside and out. We will extend this information to you as a client by guiding you through a full range of tax planning and preparation decisions with strategies to minimize tax liabilities, maximize cash flow and keep you on track to meet your financial goals.

Your financial health is more than just numbers- it is an extension of you. So while it may seem unconventional, we believe in getting to know you before the numbers. We will take time to understand your financial situation and treat your return as if it were our own. Our goal is to provide personal, efficient and accurate tax services at a reasonable rate and we welcome simple and complex returns for current and previous years.

Small business tax return preparation is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership, or you are a Sole Proprietor, a properly prepared tax return can be filed to minimize the tax owed. Over the years, hundreds of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

Call us at (719) 686-6840 today to schedule an appointment and learn more about our tax services.

Accounting Services


Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

Send Us a Message

We would love to hear from you!

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

Get clarity on your tax and accounting situation