Lisa Tom CPA

Looking Beyond Your Numbers.

Accountant in Vancouver, WA (show on map)

5.0

★★★★★

2 reviews

A CPA firm providing tax preparation, planning, estate/trust services, and IRS audit representation for individuals and businesses.

Call (360) 737-9969

Navigate to Visit website

About

Lisa A. Tom, CPA APC is a professional corporation based in Kalama, WA, specializing in tax and accounting services.

The firm helps clients navigate complicated tax laws to maximize deductions and credits, minimize tax liability, and plan for a secure financial future. Services include individual tax preparation, business tax preparation, tax planning, estate and trust tax services, and IRS audit representation. The firm emphasizes year-round support, accurate filing, and proactive tax strategies.

Year-round tax planning support, not just at tax time

Experienced tax professionals who stay current on changing tax laws

Proactive strategies to maximize after-tax income

Full IRS audit representation handling all correspondence

Services

Individual Tax Preparation

Prepare accurate tax returns filed on time, calculate estimated taxes for self-employed small business owners, develop tax planning strategies, electronic filing with direct deposit, and file extensions to avoid interest and penalties.

Accurate tax returns filed on time Electronic filing and direct deposit Estimated tax calculation Tax planning strategies

Tax Preparation for Businesses

State and federal income tax preparation and filing, state and federal payroll tax, minimize tax liability through proven strategies, and entity selection and structure (S-Corp, C-Corp, LLC).

State and federal income tax filing Payroll tax compliance Entity selection and structure Deadline management

Tax Planning

Proactive tax strategies to lower tax bills, including maximizing credits and deductions, recordkeeping systems, paycheck withholding review, retirement contributions, and tax-exempt investments.

Maximize tax credits and deductions Recordkeeping system setup Paycheck withholding review Retirement and pension plan strategies Tax-exempt investment guidance

Estate & Trust Tax Services

Estate and trust tax preparation and planning to preserve, protect, and enhance financial legacy, minimizing tax burden on loved ones.

Estate tax preparation Trust tax return preparation Wealth protection strategies Specialized trust and estate knowledge

IRS Audit Representation

Handle all IRS audit correspondence, minimize tax liability, manage auditor discussions, and appeal decisions if necessary.

Full audit correspondence handling Minimize additional tax liability Auditor discussion management Appeal support

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

Why should I hire a professional tax preparer instead of using software? +

Even if you use a computer software program, there's no substitute for the assistance of an experienced tax professional who can help you avoid overlooking deductions and credits.

What happens during an IRS audit and should I respond to IRS notices myself? +

Most IRS audits are notices or letters requesting additional information. It's not always a good idea to respond yourself because IRS auditors represent the IRS, not you. A professional can handle correspondence, minimize liability, and appeal if necessary.

How does tax planning help me keep more of my money? +

Tax planning goes beyond compliance by proactively recommending strategies to maximize after-tax income, including maximizing credits and deductions, adjusting withholding, and utilizing tax-exempt investments.

What business tax services does the firm provide? +

The firm provides state and federal income tax preparation and filing, payroll tax compliance, tax planning to minimize liability, and entity selection and structure (S-Corp, C-Corp, LLC).

Why is estate and trust tax planning important for everyone? +

Estate and trust tax preparation is not just for the one percent; it's important for everyone, especially if you have a spouse, children, or own a business, to protect wealth and minimize the tax burden on loved ones.

Does the firm help with estimated taxes and tax extensions? +

Yes, the firm calculates estimated taxes for self-employed small business owners and files extensions to help clients avoid interest and penalties.