“We are Clay and Lisa Fields. It’s a pleasure to meet you.”
Hello, I am Clayton Fields, EA:
Lisa (my lovely wife) and I met at Drake University where I pursued degrees in Biology, Chemistry, and Psychology.
After leaving Drake, I attended the University of Colorado Business School. After graduation, I started working for banks as an analyst and as a project manager in the Denver Tech Center.
When our son was born, we moved back to the Midwest and I joined the Internal Revenue Service.
Yes, I am a former IRS agent with over ten years of experience.
My expertise includes knowledge of business and personal tax issues; what causes them, and what is the best way to resolve them.
I am a Certified QuickBooks Online ProAdvisor and certified Xero Partner. I have taught classes for entrepreneurs, including how to organize a business, the Harvard-Porter Five, small business marketing, and Cloud-based E-commerce with QuickBooks Online.
I am passionate about small business!
I have spent the majority of my career in the industry helping clients understand the pros and cons of business strategies, and what they can expect when navigating through tax situations. We are located in Jefferson County Wisconsin, but we travel regularly to Madison and Milwaukee for “our people”.
Hi, I am Lisa Fields, CPA:
I am an accountant, hobby farmer, and mother of two beautiful kids. Married 21 years to my college sweetheart.
I have worked for Fortune 500 companies and worked for the Big 4. At the University of Denver, I obtained my Masters in Tax Law. I received my Bachelors in Accounting from Drake University in Des Moines.
We specialize in people, not accounting and tax. What that means, is that we try to understand your situation.
- Some people need simple answers and tax preparation.
- Some people have businesses which need guidance, support and simply a trusted adviser.
- Some businesses may need more in-depth support which may be accounting, payroll, and financial analysis.
- Some people may have farms. They may be simple operations or be complex operations.
Everyone can benefit from tax planning and tax preparation. It may be a one-off event, or as part of an ongoing process.
Let us know if we can be of service for your family, your business, and your farm.
~Clay & Lisa~