Lisa joined Rosenberg and Company, P.C. in 1995 after spending several years in public accounting with another firm. She provides tax, accounting, consulting and management advisory services to various clients. She is a certified QuickBooks ProAdvisor, has extensive experience working with professional practices, closely held businesses, estates, trusts and individuals.
Lisa received a bachelor’s degree in business administration from Tulane University School of Business, and is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
If she's not teaching a client about QuickBooks, she might be teaching someone how to ski as a part time ski instructor in the beautiful Colorado Rocky Mountains. Not winter time? Then she's probably off hiking with her pure-bred mutt, Sami. She's also just a cat or two away from becoming a "crazy cat lady."
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.