Lisa Gelardi
Enrolled Agent
Phone 415-342-3160
Fax 415-520-5969
lisagelardi@sbcglobal.net

GELARDI TAX SERVICES

LISA GELARDI BIOGRAPHY:

It’s said that there are two things you can’t avoid: death and taxes.  With Lisa Gelardi, at least dealing with the latter won’t drive you to the former.  With over ten years preparing taxes for a variety of industries, Lisa Gelardi has the knowledge and experience to make tax preparation less intimating. From Schedule A’s to Schedule E’s, 1040’s to 1065’s, back taxes to current taxes, Lisa Gelardi navigates the choppy waters of personal taxes with accuracy and ease. 
A graduate of Chico State with an MBA from the University of Phoenix, Lisa Gelardi tackled the financial industry at H&R Block for five years where she prepared over 1,000 accurate returns in a timely manner.  With over 20 years in the business field and several years in Human Resources, Lisa Gelardi communicates clearly with her clients and displays a keen ability to find solutions for a variety of tax situations and industries. Lisa Gelardi opened her own tax business in 2006.
As a small business owner, Lisa Gelardi is more cost-effective than most of the big fish and a lot easier to get a hold of.  Available year-round for preparation and planning, she’ll even travel to clients in the Bay Area so they can save time.  Electronic returns are a given in her world, making it easy to prepare and file her clients’ returns before the dreaded deadline.  As a member of the CSTC she makes sure to continually educate herself about the ever-changing tax laws. 


EXPERIENCED  PROFESSIONAL SOLUTIONS FOR ALL YOUR
TAX NEEDS  LARGE OR SMALL
PERSONAL AND CORPORATE
CALL FOR CONSULTATION