CPA Certified
Lisa Barger
CPA and accounting instructor, reliable & affordable.
4.8
4.6
Located in Simi Valley, CA
About
I love being an accountant, believe it or not it has been my dream since I was 12:) I have over a decade of experience in public accounting and I am very qualified to handle even the largest and most complicated tax issues, but I also enjoy the small ones. I love helping small businesses with their accounting so they have the time to go do what they are best at...growing their business! I also teach accounting, entrepreneurial business, and finance at the college level, and I have 3 children.
Rates
| Calls |
$0.99 per
Minute
Not available
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|---|---|
| Emails |
$15
Questions answered within
1 Business Days
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| Returns |
$50.00 within
2 Business Days for a
Simple Personal Return
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$75.00 within
3 Business Days for a
Personal Return
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$125.00 within
7 Business Days for a
Small Business Return
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$25.00 within
3 Business Days for a
State Return
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Certification & Degrees
- Certified Public Accountant (CPA)
Specialties
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Professional History
CPA & President
From Jul 2007 to Present
Barger & Associates
I quit the world of public accounting a few years ago to start my own practice. I have 10 years of public accounting experience, an MBA, CPA, and I teach accounting, entrepreneurial business, and finance at the college level. I am very good at working with all types of clients and teaching them as much (or as little) as they would like to know about accounting and their financial health. I have very reasonable rates and I welcome new tax, bookkeeping, or accounting services clients. I am a quickbooks and internal control expert and I love helping small and medium size business get their finances in order.
Questions
14 Questions Total. View All Last 30 DaysHi Lisa : I'm willing to pay for phone consultation. If you had a chance can you please call me. My number is xxx-xxx-xxxx. Need help. This is my question. I was issued a 1099-A for my investment party. Cost basis is $650k, balance is $400k, FMV $ 250k. Is ...
My tax was already prepared just want to make it sure that it is proper or right to declare loss of $ 200k in line 14. Really want to make it sure I'm doing the right. Don't want to be audited by the IRS since I'm getting a hefty refund ...| Date and Poster | Question Value | Associated Expert | Comments |
|---|---|---|---|
| 7 Mar by | Value $15.00 |
 Lisa Barger
Expert
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Comments 1 | View All |
The $6,500. Tax credit on home purchase, when did it start?
| Date and Poster | Question Value | Associated Expert | Comments |
|---|---|---|---|
| 7 Mar by | Value $0.00 |
Lisa Barger
Expert
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Comments 2 | View All |
I am a single member LLC in California and my accountant says that I will owe over $6,000 to the state of CA this year...I didn't have any profits, I have a loss. Is this correct?
| Date and Poster | Question Value | Associated Expert | Comments |
|---|---|---|---|
| 28 Feb by | Value $0.00 |
Lisa Barger
Expert
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Comments 2 | View All |
I run a re-upholstery business out of my home. For 2007 and 2008 I claimed an office in my home. (I did the actual upholstery work in various parts of the house as space allowed). My home is 1607 Sq Ft and my office is 116 Sq Ft. However, for ...
| Date and Poster | Question Value | Associated Expert | Comments |
|---|---|---|---|
| 27 Feb by | Value $5.00 |
Lisa Barger
Expert
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Comments 1 | View All |
my daughter didnt enter her 1098-T on her return but i take the deduction on my return will it be a problem for my tax credit? should she amend her return and add it in. thanks for any help.
| Date and Poster | Question Value | Associated Expert | Comments |
|---|---|---|---|
| 28 Feb by | Value $0.00 |
Lisa Barger
Expert
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Comments 1 | View All |
What is the max wages amount that would reduce the amount of interest to be deducted for student loans.
| Date and Poster | Question Value | Associated Expert | Comments |
|---|---|---|---|
| 21 Feb by | Value $0.00 |
Lisa Barger
Expert
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Comments 1 | View All |
DOES A CAR THAT WAS LEASED IN 2007 AND BOUGHT IN 2009 QUALIFY FOR THE SALES TAX DEDUCTION ?
| Date and Poster | Question Value | Associated Expert | Comments |
|---|---|---|---|
| 20 Feb by | Value $0.00 |
Lisa Barger
Expert
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Comments 2 | View All |
MY HUSBAND AND I WERE SEPERATED MARCH 2009 [LEGALLY AUGUST 2009] DO WE HAVE TO FILE TAXES TOGETHER OR CAN WE FILE SEPERATELY AND DO I CLAIM MONEY HE PAID ME EACH MONTH AS INCOME SINCE WE ARE STILL MARRIED? WE LIVE IN VIRGINIA.
| Date and Poster | Question Value | Associated Expert | Comments |
|---|---|---|---|
| 17 Feb by | Value $0.00 |
Lisa Barger
Expert
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Comments 1 | View All |
I hired a few contractors last year and I know I need to send out 1099's but what if the contractor is a LLC? I am in California.
| Date and Poster | Question Value | Associated Expert | Comments |
|---|---|---|---|
| 18 Feb by | Value $0.00 |
Lisa Barger
Expert
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Comments 1 | View All |
who mst file ? is ther an income minimum or an age maximum?
| Date and Poster | Question Value | Associated Expert | Comments |
|---|---|---|---|
| 18 Feb by | Value $0.00 |
Lisa Barger
Expert
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Comments 1 | View All |
My aunt bought a zero coupon bond in 1984, and added my name to her name as owners in 1993. The bond matured in 2008--I redeemed it through a brokerage in 2009 with written permission from my aunt. The money is in a brokerage account with my aunt and myself ...
| Date and Poster | Question Value | Associated Expert | Comments |
|---|---|---|---|
| 17 Feb by Brian Drunasky | Value $10.00 |
Lisa Barger
Expert
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Comments 2 | View All |
I am a mother of 2 separated from my husband for almost 3 years. I have full custody of both of my kids and I receive no support from my husband. Except for a 1 month job in 2009 that grossed me less than $1000, the only income I have ...
| Date and Poster | Question Value | Associated Expert | Comments |
|---|---|---|---|
| 16 Feb by | Value $0.00 |
Lisa Barger
Expert
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Comments 1 | View All |
Are the property taxes in flossmoor,il being adjusted for the recent down turn in the home values
| Date and Poster | Question Value | Associated Expert | Comments |
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| 16 Feb by | Value $0.00 |
Lisa Barger
Expert
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Comments 1 | View All |
My son was born on January 26th 2010 and I worked in 2009 can i claim him for child tax credit this year?
I worked in 2009 and since the birth of my son things have been hard i really need this is it possible to claim him this year when he wasnt born the year i worked?| Date and Poster | Question Value | Associated Expert | Comments |
|---|---|---|---|
| 16 Feb by | Value $0.00 |
Lisa Barger
Expert
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Comments 2 | View All |
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