Lisette Financial

Lisette Financial Lisette Financial provides income tax preparation for individuals & businesses, IRS representation f

We are a full-service accounting and tax firm, which were formerly the separate entities CRE Bookkeeping Services and Lisette Tax Services. Cathy Rogers, a degreed accountant and Internal Revenue Service Enrolled Agent, has over twenty years’ experience serving individuals and small businesses for all their bookkeeping and tax needs, including tax preparation, IRS representation, payroll, entity creation, and QuickBooks consulting. She loves to help her clients succeed, so contact her today!

Understanding more about your taxes.
11/29/2021

Understanding more about your taxes.

Tax Terms: Effective Tax Rate: Effective Tax Rate: How much you REALLY pay.

Understanding how you're taxed.
11/29/2021

Understanding how you're taxed.

Tax Terms: Marginal Tax Rate: Do you know what your marginal tax rate is? Learn what it is and how to use it to your advantage.

Do you have rental property? Watch this.
11/29/2021

Do you have rental property? Watch this.

Tax-Free Rental Property: Virtually Everyone Can Rent Tax Free!

Tips for small business deductions.
11/29/2021

Tips for small business deductions.

The IRS Loves Businesses: Wonder what the IRS is paying attention to when it looks at small businesses? Here are five key areas requiring defense when the IRS turns its focus on your business.

Divorced? Thinking about it? Watch this for tax planning tips.
11/29/2021

Divorced? Thinking about it? Watch this for tax planning tips.

Life Events: Divorce: Untie the knot? Not without a tax planning session.

Questimating your deductions can cost you if you cannot provide proof.
11/29/2021

Questimating your deductions can cost you if you cannot provide proof.

Proving Your Deductions: How do you support your deductions if challenged?

11/29/2021

Five Great Tax Secrets: Don't overlook tax deductions. Here are five things everyone should know.

11/29/2021

This Simple Idea Can Save Thousands: If you could save thousands during your retirement by knowing a simple concept today, would you listen? Most would. Here is an idea, that once understood can make a real difference.

Have you heard about the new retirement rules?
11/29/2021

Have you heard about the new retirement rules?

New Retirement Rules: Deep within a government spending bill are a number of changes to popular retirement plan rules. Here is what every taxpayer should know.

If you haven't had enough federal and state withheld during the year, you could be in for a nasty shock.
11/29/2021

If you haven't had enough federal and state withheld during the year, you could be in for a nasty shock.

Is Your Paycheck A Tax Time Bomb?: To help soften pandemic hardships, your employer may not be withholding your Social Security for the balance of 2020. But you may need to pay it back in early 2021. Here's what to do...

11/29/2021

Should You Delay Your Social Security: From age 62 to 70, you can start taking your Social Security retirement benefit. Is a delay in your start date a good idea? Here are things to consider.

Do you know the difference between earned income and unearned income?
11/29/2021

Do you know the difference between earned income and unearned income?

Tax Terms: Unearned Income: Your unearned income is ripe for overpaying income tax. But not if you understand what to look for and ask questions.

Address

Phoenix, AZ
85020

Opening Hours

Monday 10am - 4pm
Tuesday 10am - 4pm
Wednesday 10am - 4pm
Thursday 10am - 4pm
Friday 10am - 4pm

Telephone

+16028643390

Website

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