Lisa Wilson EA, LTC

Experience

• 

  2005-2010 Payroll Specialties NW, Inc

  Jan 2005 - Jan 2010

  Payroll Specialist

  For five full annual cycles I worked for this locally-owned payroll service bureau. Initially I mainly worked with clients to process their payroll data. My skills and abilities quickly lead me to more responsible roles in the company including setting up new client accounts, auditing the electronic deposits and electronic collections of payroll taxes and preparing quarterly and annual returns. From 2006 on I was in charge of the tax return preparation process for our entire client base (400-500 companies) including forms 941, OQ, 940, forms W-2 and W-3, Oregon form WR and various returns for payroll in over 20 other states. I also gained experience working directly with the IRS to resolve tax problems including the appeals process. Show less

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  InBalance LLC

  Jul 2010 - now

  Owner

  Full cycle or specialized bookkeeping services to local small businesses

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  Lost Valley Tax

  Jun 2011 - now

  I came to Lost Valley Tax and worked for G.Todd Maish EA LTC from 2011-2015. On October 16, 2015 Todd retired and sold the business to me. Tax preparation and bookkeeping under G. Todd Maish EA, LTC

  • Licensed Tax Consultant

    Jun 2011 - now

  • Licensed Tax Consultant; IRS designated Registered Tax Return Preparer

    Jun 2011 - now
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  Lost Valley Tax Service

  Oct 2018 - now

  Enrolled Agent

  Enrollment to practice before the IRS.