Successful accounting and tax strategy requires careful planning, with the goal of preserving the maximum amount of your assets possible. We combine years of experience in tax consulting with a personal approach to client service to help you achieve the best possible tax position. Please call today to set-up a free, introductory assessment of your tax, small business accounting or estate & trust needs.
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Lisa S. Eberbach CPA, P.A. is a Neptune Beach, FL accounting practice. In its current location for the past nine years, our founder brings more than 25 years experience with some of the leading legal and accounting firms in New York and Jacksonville, FL. Our mission is to help each client manage their assets strategically, filtering each financial decision through a lens of long-term asset protection and their unique financial goals. If you are looking for a long-term, one-to-one accounting relationship, please contact us today.
Lisa S. Eberbach CPA, P.A. offers complete tax services for small businesses and individuals. We help clients anticipate their future tax implications and develop a strategic approach to financial management. We serve a variety of small businesses and individuals with general accounting, tax preparation and estate planning, and have extensive experience consulting with individuals who are involved in a difficult IRS audit or other investigation. If you are interested in preserving assets and eliminating unnecessary tax payments, please call today.
The value of your estate will probably continue to grow through most of your lifetime. Careful planning for estate taxes can significantly impact how much of your estate can pass intact to those you choose to receive it. Each of your assets, your primary residence, investments, IRA's/ 401k's and business interests, has its own unique characteristics and considerations. All should be part of a 360° view of your estate. Without careful planning, taxes can consume as much as half of the value of your estate.
The last thing any client wants is an IRS audit. Whether personal or corporate, the feelings of uncertainty and vulnerability can make this process very intimidating. As a trusted advisor to our clients, we will help you avoid the types of financial reporting that can flag an audit. In the event that a client is audited, we will be your spokesperson throughout the proceedings, providing expert advice, records management and advocacy.
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