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Lisa Taylor, CPA PLLC

Lisa Taylor, CPA PLLC

Reviews Summary

Lisa Taylor, CPA, is highly praised for her professionalism, expertise, and decades of experience. Clients consistently highlight her thoroughness, clarity in explanations, and efficiency in handling taxes and accounting. She is described as detail-oriented, patient, and responsive, making complex processes stress-free. Many appreciate her timely service, secure document handling, and personalized guidance. Her kindness and dedication earn strong recommendations, with clients expressing long-term trust and satisfaction in her work.

About This Listing

Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
QuickBooks
Internal Controls

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

Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
QuickBooks
Internal Controls

Contact Information

Address

1194 Shasta Ln

Forest, Virginia 24551

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Our organization have worked with Lisa Taylor, CPA for over 10 years now and we have nothing but good things to say about her. Lisa is very thorough and takes the time to explain things clearly making sure that we understand all of the transactions she creates for us as well as the detail in the tax returns she prepares. I would definitely recommend Lisa for any accounting or tax related issues you may have. She is the best!

I've been using Lisa for my tax services for several years and could not be happier. I have found total trust and accuracy in her services. Also, she is on top of getting taxes done in a timely manner which has always given me peace of mind. I highly recommend her.

Lisa was recommended to me to help handle a complicated (for me at least) tax year. I found her to be immediately helpful and professional. She had my taxes filed quickly and helped me figure out a strategy to ensure that I didn?t owe any money for the next year. Lisa was also instrumental in setting up my LLC this year, walking me through the best financial and tax structure options for me. I will be a repeat customer.

We?ve been working with Lisa Taylor, CPA for our taxes, and the experience has been consistently excellent. She?s knowledgeable, detail-oriented, and makes the entire process smooth and stress-free. She takes the time to answer questions thoroughly and explain things clearly, which we really appreciate. It?s such a relief to know our finances are in expert hands. Highly recommend!

Lisa provided a truly stellar tax season experience. Like most of the population, I DREAD tax season. I have both a W2 and 1099 job which makes filing a bit of a pain. Lisa took in all of my husband and I?s information on a simple to use and secure portal which was so helpful. She also provided us our returns within two weeks of us providing her full documentation - other professionals have taken 2 months or more. Needless to say we will be using Lisa for years and years to come.

As Founder of a public company in the investment/financial services space, we have practically unlimited options for accountants/CPAs. We have over 900 investors who utilize almost as many CPA firms, so we hear about the good, bad, and ugly. I have a lot of options for great accounting help. After going through a lot of different CPAs over the past 32 years as an entrepreneur, I am so glad I found Lisa. Lisa has been a Godsend for my personal accounting, my non-profit, and a few private businesses I own. W

Lisa is very professional, kind, and incredibly experienced. She answered all of my questions and addressed every concern I had. I feel so much better knowing I have someone like Lisa in my corner to help me navigate my financial inquiries.

Lisa Taylor, CPA, in Forest, VA is an excellent accountant. She is highly skilled, knowledgeable, and confident. Her personality is lovely, which is a real bonus. I highly recommend Lisa.

Lisa is so very hardworking yet ALWAYS has time to answer emails amd ohine calls. She is amazing and it is obvious that she loves what she does!!!!

Detail oriented. Explains procedures in a way that is easy to understand. Patient. Her system makes uploading documents efficient.

Lisa Taylor is professional and very experienced! My taxes and I thank her!!!!

Very smart diligent CPA with 40 years of experience!

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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