Lisel Sutter, EA, Tax & Financial Services (Sutter Tax, Financial & Insurance Services Inc.)

"We Make Complicated Financial Concepts Simple for You!"

Get to know Lisel Sutter, EA

Lisel Sutter, EA is the Principal in this 2nd generation, family owned and operated Financial Services business.

Her philosophy is that Tax Preparation is one very small, yet important piece of the overall Financial puzzle. Creative Tax & Financial strategies must be employed and examined on a regular basis, giving the client the full financial attention they deserve.

While most Tax Advisors simply process information year after year, Sutter Tax & Financial works with you toward a long term, workable, financial plan that will minimize tax liability and maximize overall financial success.

Lisel prides herself in her ability to communicate complex financial concepts to her clients. Most importantly however, she cherises the close and long term relationships she forms with those she works with.  She believes that the key to financial success is having the ability to make a plan that is simple to follow, fits the unique client need, and that is workable both short and long term.

Lisel Sutter, EA's Blog Posts

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Certifications

IRS Enrolled Agent

Licensed Insurance Agent

Skills

Sutter Tax Financial Firm Profile

Service Areas (7)
  • Oceanside, CA
  • Vista, CA
  • Bonsall, CA
  • Camp Pendleton, CA
  • Lake San Marcos, CA
  • Leucadia, CA
  • Encinitas, CA
  • Carlsbad, CA
Languages (2)
  • English
  • German