L
Offers online services
About
I am an experienced Certified Public Accountant specializing in bookkeeping, individual and business tax and accounting for individuals and small business at bay area and San Francisco. By letting a professional such as myself do this, my clients benefit by getting personalized and quality service that is beyond comparison!
TAX SERVICES: Business Tax Return Preparation (i.e. Corporations, Partnerships, LLC's) Individual Tax Return Preparation (i.e. Sole-Proprietorships) Quarterly Estimated Tax Payments Year-End Tax Planning Tax Advice & Research Handling Notices from IRS & Franchise Tax Board Business Formation and Dissolution Choice of Business Entity Tax Implications.
ACCOUNTING & QUICKBOOKS SERVICES: Full charge of bookkeeping service. Generate monthly/ quarterly/annually Balance Sheet and Income Statements
Specialties
Special tax situations
Rental property, Stocks or bonds, Disability, Military service, Foreign income
Employment status
Customer is self-employed, Customer is not self-employed
Filing status
Single, Married filing jointly, Married filing separately, Head of household, Widow(er) with dependent child
Photos and videos
Reviews
5.0
6 reviews
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DG
David G.
Lisa has jumped on board to help get our books in order and it is a GODs send. She helps
you with all your books and all filings/ reporting and also payroll processing., tax returns
filings and audit support, etc. She is a warm bunch. Highly experienced in all ways. I feel
like part of the family when I am there in her office. Thank you Lisa! With Gre... Show more
you with all your books and all filings/ reporting and also payroll processing., tax returns
filings and audit support, etc. She is a warm bunch. Highly experienced in all ways. I feel
like part of the family when I am there in her office. Thank you Lisa! With Gre... Show more
February 28, 2022
MB
Mark B.
I have been a client of Lisa Zhang CPA for over 13 years, which is saying a lot about their
expertise and customer service. Really a pleasure working with Lisa, she is great attention
to detail and making sure everything is done correctly. She is very generous with her time
and explaining various tax topics. Always a good experience.
expertise and customer service. Really a pleasure working with Lisa, she is great attention
to detail and making sure everything is done correctly. She is very generous with her time
and explaining various tax topics. Always a good experience.
February 28, 2022
JJ
John J.
Lisa has been preparing my tax returns for several years. I have strong confidence in her
skills and knowledge. When I leave her office, I know she has done everything she can to
ensure accuracy. Lisa treats her clients with respect. Clients receive the personalized
attention and care they need in order to make sure everything is done right. I... Show more
skills and knowledge. When I leave her office, I know she has done everything she can to
ensure accuracy. Lisa treats her clients with respect. Clients receive the personalized
attention and care they need in order to make sure everything is done right. I... Show more
February 28, 2022
JE
James E.
Highly recommended if you have QuickBooks and need an accountant for the bookkeeping
and tax return filings. Ive been working with Lisa for over a decade and she has helped me
get my small business books in order and is a Master at QuickBooks and Taxes.
and tax return filings. Ive been working with Lisa for over a decade and she has helped me
get my small business books in order and is a Master at QuickBooks and Taxes.
February 28, 2022
KR
Ken R.
Lisa has been helping our books for over 3 years now, keeps us on track in compliance.
Plus her knowledge is never ending
Plus her knowledge is never ending
February 28, 2022
JJ
Jenet J.
Our firm was searching for a CPA who could serve in the capacity of part-time CFO. I had
the pleasure of finding lisazhangcpa.com. Lisa was quick to respond to my request, learned
what my needs were. Helped my firm clean up years of the messy books and get ready for
the tax returns filings on time. I highly recommend Lisas excellent work! Som... Show more
the pleasure of finding lisazhangcpa.com. Lisa was quick to respond to my request, learned
what my needs were. Helped my firm clean up years of the messy books and get ready for
the tax returns filings on time. I highly recommend Lisas excellent work! Som... Show more
February 28, 2022
Frequently asked questions
What is your typical process for working with a new customer?
Meeting with a client over the phone or in person to go through what client's goal to accomplish to provide guidelines to help the client achieve the goal in accounting and taxation.
What education and/or training do you have that relates to your work?
BS in Accounting and MS in Taxation. Certified Public Accountant
Do you have a standard pricing system for your services? If so, please share the details here.
Yes. Please contact me for the price structure.
What types of customers have you worked with?
Small Business Owners in Various areas. ETC, technology, Real Estate, attorney, Retails, whole sales and investment ventures.
What advice would you give a customer looking to hire a pro in your area of expertise?
Dedication, put the clients in the first position, Honesty, strong credentials experience in Accounting and Taxation.
Services offered
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll