Sign In Get Started

Lisa Locascio — CPA in Cape Coral, Florida

L

Lisa Locascio

Certified Public Accountant | Licensed in Connecticut
0.0 (0 reviews)
Verified Licensed
1514 Se 11th Pl, Cape Coral, Florida 33990 View on Maps

About Lisa Locascio

Lisa Locascio is a seasoned accountant based in Cape Coral, Florida, with over 20 years of experience serving family-owned enterprises and diverse business structures, including S-Corps, partnerships, and LLCs.

Her expertise lies in providing tax planning and consulting services, as well as retirement account tax reporting, to help clients navigate complex financial situations.

Lisa's specializations include basic accounting services, small business accounting, and financial planning, positioning her as a trusted advisor for individuals and businesses seeking personalized guidance.

With a deep understanding of industry-specific needs, Lisa delivers tailored solutions to meet the unique requirements of her clients.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Cape Coral

MW
Margaret W. Henry
Cape Coral, Florida
GD
Gregory D. Carper
Cape Coral, Florida
JB
James B. Shatto
Cape Coral, Florida
WD
Wayne D. Burkett
Cape Coral, Florida
J
Jerry Miller
Cape Coral, Florida
NA
Noreen A. Mcdermott
Cape Coral, Florida

Contact Lisa Locascio

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns