By Lisa A. Mrkall, CPA, MBA, Partner
We have the distinct privilege of touching clients’ lives each year when we provide tax preparation services for them. Our client’s tax returns serve as a roadmap to begin to understand their personal financial situations. We often see situations during the preparation of the tax return that lend themselves to additional planning, consulting, and starting points for deeper discussions. These may be about financial goals, challenges, concerns, and strategies for the short-term, long-term, and anywhere in between.
As a CPA and partner in our Small Business Department pursuing a specialized new credential in financial planning and coaching with the American Institute of Certified Public Accountants (AICPA) known as the Personal Financial Specialist or PFS, I have collaborated one-on-one with numerous clients in pursuit of their financial goals for over twenty years.
I am available to meet with you to explore ways that could improve your financial position and offer valuable suggestions in the areas of estate planning, tax mitigation, retirement, risk management, and investment planning. Using multiple tools, I can help clients identify important issues and motivate them to take simple steps toward their goals, mindful always of safeguarding their sensitive information in accordance with my professional standards.
For a complimentary consultation with me, please call me at 716.633.1373 or email TSA-PFP@tsacpa.com. We can meet in person, have a phone discussion, or meet via video conference. I truly look forward to working with you and helping you succeed!
Visit https://tsacpa.com/team/lisa-a-mrkall/ to view my full bio. Thank you!
