Tax Planning Services

5(15 reviews)Eau Claire, Wisconsin
All
By owner
All
By owner
All
By owner

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

From the Business

Service Options

Accessibility

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

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Reviews

5(15 reviews)
Jennifer Jensen
Apr 7, 2024on
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Takes the pain out of taxes. Easy, trustworthy, fast! I got more back this year than I ever have!

Christina Wiersgalla
Mar 19, 2024on
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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.

John W
Mar 7, 2024on
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Lisa is the best. Willing to dig into the details and make sure its right.

Gary Spilde
Mar 7, 2024on
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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.

Anastasia Vishnevsky
Mar 3, 2024on
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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!

Mike Schwichtenberg
Feb 26, 2024on
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Lisa has done our taxes for many years. She is thorough, flexible, and very professional.

Lisa Olson
Feb 20, 2024on
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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!

Pete Beauvais
Feb 17, 2024on
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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!

Jacob Haupt
Feb 7, 2024on
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Elver John Back Jr
Feb 7, 2024on
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Timothy Enyeart
Feb 7, 2024on
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Lisa has a wealth of knowledge and experience, and is always willing and able to answer questions in a way thats easy to understand.

deanne brott
Feb 7, 2024on
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Lisa is amazing! I have been using her service for the last 3+ years.

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