Tax Planning Services
- Open ⋅ Closes 7 pm
- 10 am–7 pm
- Closed on Saturday, Sunday
With over 30 years of personal and business income tax planning and preparation experience, you can count on an extensive, up to date knowledge base tailored to meet your specific needs. Pick a Meeting style to meet your needs: Schedule an In-person meeting or drop off your taxes at our convenient Eau Claire location. Meetings by phone, Zoom or in person. Free access to remote services via our SecureFile Pro client portal. Offering referral bonuses, 20% first year NEW client discount and discounted dependent tax prep, making tax preparation services affordable to anyone. FREE electronic filing included with tax prep fees. FREE advice to clients year round!
Services
- Tax preparation service
- Bookkeeping service
- Financial consultant
- Income tax help association
- Tax consultant
- Tax preparation
From the Business
- Identifies as women-owned
Service Options
- Online appointments
- On-site services
Accessibility
- Wheelchair-accessible car park
Business Hours
- Monday
- 10 am–7 pm
- Tuesday
- 10 am–7 pm
- Wednesday
- 10 am–7 pm
- Thursday
- 10 am–7 pm
- Friday
- 10 am–7 pm
- Saturday
- Closed
- Sunday
- Closed
Find Us on Google Maps
600 Foxmoor Ln, Eau Claire, WI 54701, United States
Customer Reviews

Reviews

Takes the pain out of taxes. Easy, trustworthy, fast! I got more back this year than I ever have!

She has always done a great job for my taxes and family members. She is very up to date on tax deductions and prepares our returns with the upmost professionalism. I highly recommend Lisa to everyone.

Lisa is the best. Willing to dig into the details and make sure its right.

Nice to have someone you can trust doing your taxes. Efficient, quick and reminds us if we forget something. Always up to date on the tax laws.

Lisa does excellent work. She is responsive and communicates in a clear manner. She's attuned to each client's particular needs. Her client portal is easy to use. I have been a client of Lisa's for several years, and I highly recommend her!

Lisa has done our taxes for many years. She is thorough, flexible, and very professional.

Lisa Latterell Tax Planning Service is amazing to work with! Efficient, organized and well versed in tax questions. I highly recommend Lisa for your tax needs!

Lisa has helped us with taxes for a few years now. We are "boomers" and need extra help. She is more than willing. Thanks for going the extra miles Lisa!



Lisa has a wealth of knowledge and experience, and is always willing and able to answer questions in a way thats easy to understand.

Lisa is amazing! I have been using her service for the last 3+ years.
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