Lisa Roberts, EA

About Lisa Roberts, EA

Lisa Roberts, EA is a IRS Enrolled Agent serving clients in West Des Moines, Iowa and the surrounding region. With 4 years of professional experience, the firm of Roberts Bookkeeping & Tax handles a focused range of federal and state tax matters for individuals, families, and small businesses.

As an IRS Enrolled Agent who has passed the Special Enrollment Examination administered by the IRS, Lisa Roberts, EA is authorized to prepare federal returns, e-file with the IRS, and assist clients with year-round tax planning. This credential also conveys unlimited representation rights before the IRS, meaning the preparer can advocate on a client’s behalf in audits, collection cases, and appeals.

Specialties

• Estate and trust returns
• QuickBooks ProAdvisor
• Amended returns (1040-X)
• Innocent spouse relief
• Installment agreements

Service area

Primary office in West Des Moines, IA (ZIP 50974). Federal returns can be prepared for clients anywhere in the United States; state-specific work focuses on Iowa. Virtual consultations are offered for clients outside the immediate West Des Moines metro area.

How to verify this preparer

Every preparer listed on TaxPrepFinder can be cross-checked against the IRS Return Preparer Office public directory using the PTIN shown above. The IRS provides a free Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.treasury.gov/rpo/rpo.jsf. Search by last name, ZIP code, or credential to confirm an active filing-season status.

For CPAs, the Iowa Board of Accountancy maintains a public license-lookup tool. For tax attorneys, the Iowa State Bar offers a similar member-search facility. Confirming credentials directly with the issuing authority is always recommended before engaging any preparer for a complex matter.