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Lisa Foster

schedule a free consultation

I am a CPA and a CFP that assists individuals with making informed financial decisions.

credentials

contact

+1(513) 737-6400
lisaofster@lafosterinc.com

1196 Ross Millville Road

Hamilton OH 45013

bio

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I have been in business for 20 years. I love helping others with their financial decisions that affect their net worth,

q & a

What characteristics do your favorite clients share?

My favorite clients are organized, concerned about proper filings, and have assets or income over $100,000.

Why should a client hire you?

Clients should hire me because I am a well rounded financial professional that can assist them with various needs,

education

University of Cincinnati

Bachelor of Accounting/Finance

1987

University of Dayton

Master of Business

experience

L.A. Foster, Inc.

President
Hamitlon, OH

04/1994 - present

associations

Ohio Society of CPA's

Member since

business info

L.A. Foster, Inc.

Trustworthy, Knowlegdeable, Educated, Helpful,

www.lafosterinc.com

Established 1994

hours of operation

Sunday closed
Monday 08:00 AM - 05:00 PM
Tuesday 08:00 AM - 05:00 PM
Wednesday 08:00 AM - 05:00 PM
Thursday 08:00 AM - 05:00 PM
Friday 08:00 AM - 05:00 PM
Saturday closed

travel

I travel to my clients
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

Accounting Services

Bookkeeping services
Payroll processing services

Financial Services

Stocks or bond investments
Tax & estate planning
Retirement planning

fee structure

Hourly fees
Fee-based investments
Commission-based investments

Typical Client Assets

$100K to 500K


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