Lisa Franz Email & Phone Number

Atlanta Metropolitan Area

Preparing and reviewing federal and state corporate, partnership and individual tax returns; performing tax research and planning strategies. QuickBooks Online Certified Pro Advisor. Over 30 years of accounting experience. (Conexus merged with CB Smith in August 2020).

Atlanta, Georgia, United States

Preparing and reviewing federal and state corporate, partnership and individual tax returns; performing tax research and planning strategies. QuickBooks Online Pro Advisor. (Firm formerly known as Tarica & Whittemore, PC prior to merger).

Lexington, Kentucky, United States

Preparation of individual, corporate, partnership, gift and fiduciary income tax returns. Various tax duties including tax research, special tax filings with governmental entities and tax notice correspondence.

Lexington, Kentucky, United States

Preparation of compilations, reviews and audits of for-profit, non-profit and governmental entities. Preparation of individual, corporate, partnership, gift and fiduciary income tax returns.

Atlanta, Georgia, United States

Preparation of compilations and reviews. Review of compilations prepared by other staff members. Preparation of payroll, sales tax, individual, corporate, partnership, gift, estate and fiduciary income tax returns. IRS and state department of revenue tax notices and audit correspondence.

White Plains, New York, United States

Preparation of compilations, reviews and audits. Preparation of payroll, sales tax, individual, corporate, partnership, and fiduciary income tax returns. Application of certain auditing procedures in the examinations of financial statements and underlying accounting records in litigation support and business valuation matters.

New York, New York, United States

Handled accounts payable, purchase order and payroll duties for the company. Assisted controller with month end closing duties including preparation of workpapers, adjusting entries, account analysis, deferrals and accruals. Cross-trained in the accounts receivable function.

Suffern, New York, United States

Handled accounts receivable and cash receipts duties for company. Cross-trained in the accounts payable function.

Raleigh, North Carolina, United States

Handled accounts receivable, billing and cash receipts duties for company. Completed monthly sales tax returns for company, filing in 13 states. Cross-trained in the accounts payable and payroll functions.