I had a great experience with Lisa, who helped my husband and me complete our tax filings and planning to keep working with her. She's incredibly responsive and an excellent communicator, which is essential when navigating complex tax rules. read more

Lisa is the best. She's taken care of my family's taxes for more than a decade, is amazing to work with, and super friendly. and caring.

Very organized and extremely knowledgable. I was using a financial advisor in Lafayette and they were archaic ! I was afraid they did not know updated methods on what was going on with todays market read more

I am a former client of Lisa's having moved to Maine from Walnut Creek several years ago. I recently was challenged by CA's FTB, and after struggling to figure out what to do on my own, out of desperation I reached out to Lisa. She still had my old files, so she volunteered to help at the height of the 2023 tax year! Once I supplied her with the information she needed, she literally solved my significant problem within hours, emailed me forms to sign and then sent them to the FTB. What a relief! Fortunately I referred one of my daughters to Lisa before she stopped being so popular that she couldn't take more clients. My daughter and her husband owe me, because Lisa is the best and that's coming from a former banker of 40 years. What's not to like: personable, highest integrity, highly competent, and SMART! Thanks again Lisa! read more

1st visit I liked her approach. 2nd visit she seemed organized. 3rd visit was after she reviewed receipts and had questions. 4th visit I returned with the answers after i doublechecked some information 5th visit i returned and picked up the finished returns. 6th visit i returned after reviewing the returns without interruptions at home and asked questions. She was very patient with my questions and gave me reasonable answers and i felt more secure. I like Mrs. Weaver well enough. My wife hates Mrs. Weaver. She wants us to go elsewhere next year. We have been handling our taxes for a few years now. read more

Although she is not presently available for new clients Lisa was kind enough to give some pointers. I am still shopping around for tax preparers. read more

Lisa has been my parents tax consultant for years! She was there for us in 2013/2014 when my Dad had a serious health scare. She has made our lives so much easier when it comes to taxes with awesome advice etc. I can not recommend her enough. read more

Lisa is a fantastic resource for tax planning and advice. She is very responsive to her clients. She is more than just a tax preparer; she really helps with comprehensive tax planning and is available year-round for any questions. She is truly the best around. read more

Long story short - We received notice of a special tax break that should have been included in our tax returns the last 3 years. It all seemed to good to be true so, we decided to go to an expert for amending our past returns. Oh boy was that ever the correct decision! After reading the reviews I decided to call Lisa. She was well informed on our special situation and suggested I try to amend them myself as the process was fairly straight forward and we shouldn't to pay a fee for the amended returns. Her final words to me were try it and if you can't do it call me I won't leave you hanging. I made several attempts at trying to decipher the turbo tax instructions I finally called them for support, naturally, no one was available. This was too complicated for an old duffer like me and so I called Lisa back. It was as if I was drowning in a sea of tax lingo and Lisa threw me a life saver. I dropped off my copies of the last three years tax filings at her office. Lisa called back the next week and I picked up everything I needed from her. Detailed instructions, duplicate copies, mailing instructions, and even addressed envelopes for mailing the returns. It was all done so professional and very reassuring to know there was an expert standing behind the returns. Thanks for all the good nights sleep I've had since, Lisa! read more

Wow, in one word. Amazing. This professional has done so much for my consulting business, my personal finance, and much more. Great staff and always available to answer a question anytime. Simpy amazing. The only problem i have is that i didn't find her 20 years ago! Well recommended!!! read more

Lisa is amazing! I chose her after checking out several other tax consultants. I interviewed all over the phone initially, and went with my gut that said to go with her. Thank goodness I did!! I had a very complicated tax situation that required specialized knowledge. Lisa went above and beyond while doing my taxes, even after the return was complete. In addition, her fees are very reasonable. I have recommended Lisa to everyone I know. She's personable (read: not a total tax nerd), communicates well, is organized and prompt. She'll tell you upfront what the challenges may be in your return so you are not sideswiped by news at crunch time (April 14th). I'll never forget how I felt after our first meeting to discuss my tax situation... I went in with the world on my shoulders, and left feeling light as a feather! I knew I was in good hands having someone so knowledgable doing the work for me! It is so important to choose wisely when you are sharing all the intimate details of your life. Lisa is someone you can completely trust. Thank you Lisa!! read more

I just talked to Lisa. Like other reviewers, she was not able to take on new clients or consultations, but quickly answered my question for free! She was very helpful and it was so nice of her to help me out. Thank you! read more

I wish I was her client! I was looking for a CPA for the taxes and even though Ms. Weaver was unable to take me, she took the time to call me back, answered my questions, and really solved the headache I had for a few weeks. Thank you so much. read more

Lisa is great!!! I have been afraid of my back taxes for years, and Lisa helped me feel at peace again! She was so helpful and I felt very comfortable telling her about the mess I had gotten myself in to. She helped me so much! I can finally breathe easier, thanks to Lisa! If you need any kind of tax help GO SEE LISA WEAVER!!! read more

Lisa is truly awesome! She is super knowledgable, incredibly professional and an absolute pleasure to work with. As soon as I reached out to her I knew it was the right choice, and she keeps affirming that with every interaction I have with her. She cares deeply about her clients and it's very apparent in her work. Seriously, if you're looking for a reliable, accessible and - there I say it - *fun* tax specialist, than Lisa it THE person for the job. I can't recommend her enough. Thank you so much for everything! read more

Lisa's Yelp reviews led me here for tax help, and they are all right on point. Lisa is a highly available, accurate, and fast tax planner and preparer. I've always done my own taxes, but with some complex transactions last year, Lisa was responsive, helpful, and followed through at each step. She spotted some issues that needed proactive follow up with a title company and I feel more confident now for my tax filings. You will be totally satisfied working with Lisa around your tax needs. read more

Lisa has been a life saver! She has been taking care of my personal and business taxes since 2011, after having a bad experience with my previous tax person. She's very easy to deal with and her pricing is very reasonable. I highly recommend her and would give more than 5 stars if I could! read more

Hello Yelp, I had ran across Lisa through yelp and enjoyed her reviews. And she was amazing! She made it a very painless process, dropped off my tax documents, and I know my situation was complicated and she rocked it. I will be returned next year, and the next year after that. A+++ Might I add, extremely pleasant to speak with, and I am thankful I found her. read more

I was referred to Lisa. My husband and I met with her in an effort to get help with our 2014 taxes. Lisa was accessible, professional and very trustworthy. She gave us some specific tax related advise (With holdings etc) and after spending a good deal of time with her, she advised that it would be a waste to hire her as have been, and had used turbo tax correctly - that she was confident that we did them correctly in the past. She would not accept any $$ when I offered to pay her for her time - - great customer service, and so appreciated! read more

Lisa is the best she will handle anything you throw her way. VERY professional and most importantly FAST. She did my taxes this year after a mess with H&R and I will now come to her every year. Thanks LISA! read more