Tax Planning

We keep you informed of the latest tax laws, deductions and/or credit opportunities.

Every year, tax laws continue to evolve and grow more complex. For businesses or individuals preparing to file taxes, it can be incredibly difficult to stay up to date on all the latest regulations. The team at Alisa Na CPAs & Advisors will ensure that you stay informed.


Your personal finances are every bit as important as a business’ needs. Growing and maintaining your financial assets begin with proper tax preparation handled by knowledgeable tax professionals. Our team will work hard to formulate a strategy unique to you to reduce your tax liability and ensure you receive your entitled deductions and credit opportunities.

Our Individual tax services include:

  • Federal, States and Trust Tax Return Preparation
  • Income Tax Planning to Reduce Tax Liabilities
  • Income Tax Research and Analysis
  • New Tax Laws Analysis
  • Estimated Tax Liability Consultation


We know how hard it is to run a business. As a business owner, your hands are full managing your employees, handling day-to-day operations, and staying at the top of your industry. Your time is precious, and we want to help you make the most of it. We’ll ensure that your tax preparation goes smoothly so that you can focus on what you do best—running your business.
At Alisa Na CPAs & Advisors, you have a team of experts who are on your side.

Our Business tax services include:

  • Income Tax Planning to Minimize Tax Liabilities
  • Income Tax Research and Analysis
  • Analysis of New Tax Laws
  • Consultation on Children and Spouses as Employees
  • Consultation on Entity Selection
  • Preparation of Personal Property Tax Returns
  • Consultation and Training on Accounting Software
  • Monthly, Quarterly or Annual Accounting and Compilation of Financial Statements
  • General Accounting Services
  • Assistance with Budgeting and Cash Flow Analysis
  • Qualified Retirement Plan and Employee Benefit Consultation
  • General Business Consulting
  • Entrepreneurial Management Focus
  • Payroll Services