Tax & Advisory Services

Tax Preparation

Tax laws are constantly changing. It is difficult for the average person to keep up with all the changes in tax code and to know what tax codes will be advantageous to them when it comes time to preparing their tax return. Tax & Advisory Services is here to assist you with navigating the tax code and the many changes that occur annually. Lisa Bagley has been preparing tax returns for clients for almost twenty years and has the experience to help you with your tax needs.

Keep Good Records

Tax & Advisory Services Offers Assistants with:

  • Individual tax and accounting services
  • Trusts
  • Non-profit organizations
  • S corps (Subchapter or Small business Corporation)
  • Partnerships
  • C corps (Corporations)

Tax & Advisory Services has experience in multiple industries as well, including medical, rental properties, construction, retail, and manufacturing.


When a loved one passes away, the last item that you want to think about is the final tax return and the trust return required before the estate is closed out. Tax & Advisory Services has the experience necessary to assist you with gathering the information you need to prepare your loved one’s final tax return as well as preparing the trust returns while the estate is open. Tax & Advisory Services also has experience with irrevocable trust returns that will need to be prepared on an on-going basis.

Financial Gifts

Gifting can be a great way to pass along your wealth to the next generation. Please contact Tax & Advisory Services to discuss your options and filing requirements relating to annual gifts you have made or are planning to make.

Non-profit Entity Taxes

Tax & Advisory Services has experience with non-profit returns, including postcard returns (990N), the 990EZ and the 990. It is important to make sure that you file your non-profit returns in a timely manner so that you do not lose your non-profit status or face penalties for filing late or providing incorrect information.

If you have not filed in many years, Tax & Advisory Services has the experience you need to help you file your past tax returns and get you on track for future returns to file on an annual basis. If you receive a notice from the IRS and need assistance with answering the demands of the notice, Tax & Advisory Services can assist you with gathering the necessary data or meeting with the IRS on your behalf to help settle the issue.