About Us
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Lise Beaudette, IMBA, FIC, EA, is an Accountant, Insurance Counselor, and Enrolled Agent working with businesses and individuals to help them with all their accounting, insurance and investment needs. As a licensed Enrolled Agent, she can represent clients before all administrative levels of the Internal Revenue Service. Lise has been helping businesses with accounting, investment and tax needs since 1982. She received a Bachelor of Business Administration in Finance from Florida Atlantic University and her Master of Business Administration and International Management from the University of Denver. Lise provides just the right combination of professional services for each client, quickly and efficiently -everything from simple bookkeeping to financial accounting and analysis, tax planning and preparation, insurance review and investments. She also trains clients in the use of QuickBooks and offers Notary Public services. Lise maintains an active membership in these organizations: |
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National Association of Enrolled Agents (EA's) are professional tax practioners who have technical expertise in the field of taxation and are licensed by the federal government to represent taxpayers before the Internal Revenue Service at all administrative levels. In addition, EA's are the only tax practitioners required by federal law to maintain their expertise through continuing professional education. |
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Certified QuickBooks ProAdvisorsSM have successfully completed a comprehensive QuickBooks curriculum, developed by Intuit to ensure they are knowledgeable in QuickBooks installation, setup, payroll, reporting, and other day-to-day functions of the software. |
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The National Association of Insurance and Financial Advisors is a national nonprofit association representing the interests of more than 70,000 insurance and financial advisors nationwide. NAIFA plays a vital role in encouraging legislation to protect consumers and maintain a healthy and well-regulated marketplace. |
