CFO & Controller Services

Strategic accounting and reporting is more than a checkbook, a spreadsheet and a tax return. Lisa A Felts recognizes the need for complete financial statements customized to fit your individual, business, and personal needs. The management of a dynamic and developing enterprise requires complete and very timely information. She works to determine which data are important and which formats convert data most readily to information. She follows both the business characteristics and good internal control.

Professional Tax Planning & Preparation

Lisa A Felts works to minimize your tax liabilities and uses her thorough knowledge of the law to create custom strategies for your business and individual situation.

Federal and state tax planning and return preparation.

Correspond with the Internal Revenue Service and the State of Maryland on your behalf.

Management Services

Lisa A Felts has experience in participating as a board member and providing assistance to business owners for privately owned businesses. She uses your business data to prepare custom financial management reports providing the information that you need to make the best business decisions.