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Lisa Geraldi

schedule a free consultation

Hi My name is Lisa, please to meet you.

credentials

contact

+1(415) 342-3160
lisagelardi@sbcglobal.net

332 Glenwood Ave

Daly City CA 94015

bio

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It’s said that there are two things you can’t avoid: death and taxes. With Lisa Geraldi, at least dealing with the latter won’t drive you to the former. With over ten years preparing taxes for a variety of industries, Lisa Geraldi has the knowledge and experience to make tax preparation less intimating. From Schedule A’s to Schedule E’s, 1040’s to 1065’s, back taxes to current taxes, Lisa Gelardi navigates the choppy waters of personal taxes with accuracy and ease. A graduate of Chico State with an MBA from the University of Phoenix, Lisa Gelardi tackled the financial industry at H&R Block for five years where she prepared over 1,000 accurate returns in a timely manner. With over 20 years in the business field and several years in Human Resources, Lisa Gelardi communicates clearly with her clients and displays a keen ability to find solutions for a variety of tax situations and industries. Lisa Gelardi opened her own tax business in 2006. As a small business owner, Lisa Gelardi is more cost-effective than most of the big fish and a lot easier to get a hold of. Available year-round for preparation and planning, she’ll even travel to clients in the Bay Area so they can save time. Electronic returns are a given in her world, making it easy to prepare and file her clients’ returns before the dreaded deadline. As a member of the CSTC she makes sure to continually educate herself about the ever-changing tax laws.

education

Chico State

Bachelor of Business Administration

1995

University of Phoenix

Master of Business Administration

1998

experience

Gelardi Tax Service

owner
Daly City, CA

01/2007 - present

exams

Enrolled Agent

2007

business info

Gelardi Tax Service

www.gelarditaxservice.com

Established 2007

travel

My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Stocks or bond investments
Real estate investments
Hedge funds
Private equity
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Hourly fees
Fee-based investments
Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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