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Lisa M. Whyte, CPA

Lisa M. Whyte, CPA

Reviews Summary

Consensus: Lisa is highly praised for her exceptional tax and accounting services, with consistent 5-star ratings. Clients highlight her expertise, thoroughness, and responsiveness in handling personal, business, and trust taxes. She’s described as knowledgeable, trustworthy, and patient, making complex topics understandable. Many appreciate her quick communication and ability to resolve issues, even for remote clients. Her professionalism, warmth, and reliability make her a top choice for tax preparation and financial guidance.

About This Listing

Accounting
Payroll
Tax Preparation
Tax Planning

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Payroll
Tax Preparation
Tax Planning

Contact Information

Address

4808 Isabella St

Midland, Michigan 48640

Visit Website Call Now Get Directions

Hours

Monday 9:30AM-5PM
Tuesday 9:30AM-5PM
Wednesday 9:30AM-5PM
Thursday 9:30AM-5PM
Friday 9:30AM-4PM
Saturday Closed
Sunday Closed

Customer Reviews

Lisa is consummate professional who provides exceptional service on all counts. She is not only incredibly knowledgeable, but is able to translate that knowledge into clear and understandable language. Also, her warmth and friendliness will put clients at ease during what can be a stressful process. I trust her with both my personal and business taxes, and I highly recommend her services. Outstanding service, outstanding person!

Lisa is an absolute Godsend! She helped me set up my business, employer and payroll taxes. I am expanding my business and had no clue where to start. She was so thorough and patient! I trust her and her services exclusively, and am a highly satisfied client.

Lisa has been preparing my personal annual federal and Michigan taxes as well as my quarterly estimated income taxes for several years. I have been very pleased with her tax services; she is extraordinarily knowledgeable, trustworthy, responsive, organized, and great to work with. I recently relocated from Michigan to Texas and was very happy to learn that I can, and will, continue to utilize her services even though I am no longer local to Michigan. Based on my experiences with Lisa for tax preparation, I

New to the area and had Lisa do our taxes. She was great to work with and we couldn?t be happier. Update 5.14.20: Lisa was a HUGE help in answering questions regarding my small business and the Payback Protection Program. She had an answer for every question and was very quick to respond to my queries.

Lisa is AMAZING! She always helps me with my Quick Books questions. She is always super responsive. I REALLY appreciate her and her expertise. THANK YOU LISA!!

Lisa did a great job on a complicated Trust tax filing. Very through and had it done in plenty of time. Also, she had details about the next tax years issues outline.

Lisa is always very helpful! She is quick to reply to any E-mail or phone call!

She amazing. Competent and friendly!

We went to Lisa after our old CPA messed up bad on our returns..we should of went to her 1st.She refiled our return and fix the mess he put us in.

Exceptional service for both personal and business taxes.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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