Lisa A Felts has experience in controllership and financial management services for privately owned businesses and trusts. This includes the preparation of custom management financial reports and the supervision of bookkeeping, accounts receivable, accounts payable, payroll, cash disbursements, and cash receipts, including a review of documentation for compliance with the company's budgets and policies.
She has experience in income tax planning and preparation and tax resolution assistance through correspondence and audit representation for taxpayers with the Internal Revenue Service and the State of Maryland.
She has 30 plus years of financial reporting and income tax return preparation experience.
Lisa A Felts is a Certified Public Accountant licensed in the State of Maryland and an Enrolled Agent with the Internal Revenue Service to represent the taxpayer. She holds a BA in economics and a BS in accounting from the University of Maryland College Park. She is an active member of the Maryland Association of CPAs, a graduate of Shore Leadership, Treasurer of Pets On Wheels of Delmarva Inc., active member of the Rotary Club of Easton Maryland and a Rotary Paul Harris Fellow.