Very organized and extremely knowledgable. I was using a financial advisor in Lafayette and they were archaic ! I was afraid they did not know updated methods on what was going on with todays...
Lisa Weaver, EA
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Lisa Weaver, EA, based in Walnut Creek, CA, is a small tax practice catering to the tax needs of individuals and small businesses in the community. Specializing in tax planning, preparation, representation, and accounting services, the focus is on providing competent, trustworthy, and affordable tax solutions. Recognizing the complexities of taxes, the team at Lisa Weaver, EA is dedicated to simplifying the process and offering guidance.
Emphasizing the value of relationships, every client interaction is seen as a partnership. The team believes that their success is directly tied to the success of their clients. With a commitment to delivering personalized attention, they draw on years of training, technical expertise, and financial knowledge to provide assurance to clients seeking tax assistance.
Offering a range of services such as income tax preparation for various entities, IRS and state audit representation, and Quickbooks support, the firm caters to a diverse client base including individuals, medical practices, retailers, estates, manufacturers, restaurants, and wholesalers. Lisa Weaver, EA also provides access to client resources for easy navigation of IRS and FTB-related matters.
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Reviews
I am a former client of Lisa's having moved to Maine from Walnut Creek several years ago. I recently was challenged by CA's FTB, and after struggling to figure out what to do on my own, out of...
1st visit I liked her approach. 2nd visit she seemed organized. 3rd visit was after she reviewed receipts and had questions. 4th visit I returned with the answers after i doublechecked some...
Although she is not presently available for new clients Lisa was kind enough to give some pointers. I am still shopping around for tax preparers.
Lisa has been my parents tax consultant for years! She was there for us in 2013/2014 when my Dad had a serious health scare. She has made our lives so much easier when it comes to taxes with...




