Strategic Tax Planning for Businesses, Individuals & Trusts

Lisa Patterson provides strategic tax planning and compliance services for businesses, individuals, and trusts with a focus on clarity, proactive guidance, and long-term financial confidence. With more than 30 years of public accounting experience, Lisa helps clients navigate complex tax matters while developing thoughtful strategies designed to minimize liability and support future growth.

As a Certified Public Accountant licensed in Tennessee, Arkansas, and Florida, Lisa works closely with entrepreneurs, families, and closely held businesses to provide personalized solutions tailored to each client’s unique financial situation. Her approach combines technical expertise with practical, real-world insight — helping clients make informed decisions year-round, not just during tax season.

Whether you need ongoing business tax planning, individual tax guidance, or trust and fiduciary support, Lisa is committed to delivering experienced counsel, responsive service, and strategies built around your goals.