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    Prostatis

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm

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    Services - Prostatis

    Current year tax preparation and filing

    Investment management

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    1 year ago

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    Lisa D Church, CPA, EA - Waterfront Tax & Accounting

    Lisa D Church, CPA, EA - Waterfront Tax & Accounting

    (5 reviews)

    I was referred to Lisa several years ago, after my longtime business accountant passed away…read more Providing you do not need to speak with anyone, can complete a 27-page generic questionnaire each year, and prefer one way email Liscio communication, you will love working with Lisa's firm. Communication YEAR ONE was excellent then slowly disintegrated. Each year there were 4-6 different - and new to me - people working on my taxes. Ultimately I realized some were tinkering with my taxes - i.e. pondering minor detail and billing hours rather than phoning or emailing me. I pay for high quality but draw the line at contractors digging for nickel and dime billings. My computer crashed in 2024, one year after I quit working with Lisa and her crew. It took me six weeks to obtain electronic records from them. While I appreciate Lisa's Liscio encryption system, I had to beg for my e-files while managing a family death and travel. My e-files were no longer available to me, and Lisa referred me to Liscio tech support who laughed at me and sent me back to Waterfront. ONLY after I emailed Lisa's "anonymous firm email" and cc:d the Maryland Association of CPA's with Maryland tax laws excerpts, did they cough up my e-files. Further, the tardy e-files were served up with terse email lectures of how it was my responsibility to download them - they died with my computer crash! Now I am working with tax pro's in Old Frederick who are busier than Lisa's firm, but who have customer-centric processes and built-in efficiencies - and encryption with a customer focus.

    After a death in the family and a very hectic time, we hired Waterfront to do our taxes at the end…read moreof March. We signed the agreement and sent all of our documentation by the deadline Lisa gave us. After not hearing anything for a couple weeks, we tried contacting them several times. When we finally heard back, they said they would not be able to complete our taxes on time but could file an extension. That was five days before taxes were due, so now we are scrambling to do them ourselves. Very disappointing.

    Prostatis - financialadvising - Updated May 2026

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