Expert Tax & Bookkeeping Services for Small Businesses and Individuals—Handled for You
Let Lisa N. Jacobs, CPA simplify your taxes and bookkeeping with expert care tailored to your needs—so you can focus on what matters most.
Expert Tax & Bookkeeping Services for Small Businesses and Individuals—Handled for You
Let Lisa N. Jacobs, CPA simplify your taxes and bookkeeping with expert care tailored to your needs—so you can focus on what matters most.
27+
Years Of Experience
CPA
Certified Public Accountant
QuickBooks Certified ProAdvisor
Over 27 years in business—serving clients with stress-free financial services.
27+
Years Of Experience
CPA
Certified Public Accountant
QuickBooks Certified ProAdvisor
Over 27 years in business—serving clients with stress-free financial services.
Struggling with Managing Your Finances?
Get Hands-On Help That Saves You Time and Stress!
For Business Owners:
Spend more time running your business, not doing bookkeeping.
Avoid IRS Headaches by letting my office assist with IRS issues.
Tax planning that maximizes your savings.
For Individual Clients:
Full-service tax preparation—no need to worry about the details.
Representation with the IRS on tax related matters.
Simple, stress-free financial solutions.
Whether you’re a small business owner who needs tax planning, or you’re an individual seeking help with personal finances, I’ll provide tailored, expert service that takes the stress off your shoulders.
Struggling with Managing Your Finances?
Get Hands-On Help That Saves You Time and Stress!
For Business Owners:
Spend more time running your business, not doing bookkeeping.
Avoid IRS Headaches by letting my office assist with IRS issues.
Tax planning that maximizes your savings.
For Individual Clients:
Full-service tax preparation—no need to worry about the details.
Representation with the IRS on tax related matters.
Simple, stress-free financial solutions.
Whether you’re a small business owner who needs tax planning, or you’re an individual seeking help with personal finances, I’ll provide tailored, expert service that takes the stress off your shoulders.
SERVICES
Key Services
For Small Businesses:
Business Tax Preparation & Planning
Bookkeeping Support (QuickBooks, ongoing consultation)
IRS Notices & Representation
For Individual Clients:
Personal Tax Returns (fully managed)
Tax Planning for Retirement
IRS Representation (help with audits and notices)
SERVICES
Key Service
For Small Businesses:
Business Tax Preparation & Planning
Bookkeeping Support (QuickBooks, ongoing consultation)
IRS Notices & Representation
For Individual Clients:
Personal Tax Returns (fully managed)
Tax Planning for Retirement
IRS Representation (help with audits and notices)
Let’s Take Care of Your Taxes & Bookkeeping—Book a Free Initial Meeting!
About Lisa N. Jacobs, CPA
Lisa N. Jacobs, CPA
Tax Consulting Specialist
Lisa's entrepreneurial spirit was sparked at a young age, growing up alongside her father as he ran his small business. She learned firsthand the dedication, resilience, and passion it takes to succeed in a competitive environment. This early experience shaped her deep commitment to helping local small businesses thrive. Today, Lisa channels that same work ethic and dedication into her work, ensuring each client receives personalized support tailored to their unique needs.
Lisa takes special joy in working with elderly clients, understanding the unique challenges they face when navigating modern solutions. She recognizes that many seniors seek full-service, stress-free approaches, and Lisa's patient, compassionate demeanor ensures they feel supported every step of the way. By providing clear guidance and handling the details, she offers her elderly clients peace of mind, allowing them to focus on what matters most.
FAQ's
How do I know if I need a CPA?
If you’re tired of managing your taxes or bookkeeping on your own, or if you’ve received IRS notices, Lisa N. Jacobs, CPA can help you with personalized solutions.
Is the consultation really free?
Yes! The initial consultation is completely free—during this time, we’ll go over your financial goals, and I’ll provide a custom recommendation.
How do you work with elderly clients who may not be comfortable with technology?
I handle everything for you, and I’m always available to communicate in a way that’s comfortable for you—whether it’s by phone, email, or in person.
Get the Help You Need with a Free Consultation!
After you submit the form, Lisa N. Jacobs, CPA
will personally get in touch with you to discuss how she can help!
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Get the Help You Need with a Free Consultation!
Locations
Mailing Address:
PO Box 1327, New Waverly, TX 77358
Physical Address:
125 State Highway 150 West STE B1, New Waverly, TX 77358
Get In Touch
Office Hours
Mon – Thurs:
9:00am – 5:00pm
Fri:
9:00am- 12:00pm
*Hours may change seasonally.
Locations
Mailing Address:
PO Box 1327, New Waverly, TX 77358
Physical Address:
125 State Highway 150 West STE B1, New Waverly, TX 77358
Get In Touch
Office Hours
Mon – Thurs:
9:00am – 5:00pm
Fri:
9:00am- 12:00pm
*Hours may change seasonally.
Office
125 State Highway 150 West STE B1, New Waverly, TX 77358
Call
936-284-2126
Fax
936-284-2128
Email:
[email protected]