Tax Manager
Meet Lisa Sinatra Caparatta
Enrolled Agent providing comprehensive tax preparation and representation services.
Key Credentials
Enrolled Agent (EA)
Bachelors of Science in Health Education
Personal
Marathon Runner
Married for fifteen years to Lenny, a Navy Chief
Professional Designations
Enrolled Agent, EA
Professional Background
Lisa is a skilled Enrolled Agent (EA) and a licensed tax practitioner qualified to represent taxpayers before the IRS. With over ten years of experience in Tax and Finance, Lisa brings a wealth of knowledge and expertise to Reason Financial and Tax. She specializes in small business tax planning and strategy, helping business owners optimize their tax positions and minimize liabilities through proactive, tailored solutions. Lisa works with a wide variety of clients, including individuals, small businesses and trusts.
Lisa stays current on the latest tax law changes and IRS updates, ensuring new regulations and opportunities are promptly implemented for her clients. Her role involves providing expert tax preparation and planning services, delivering thoughtful advice and support to meet each client’s unique needs.
Lisa stays current on the latest tax law changes and IRS updates, ensuring new regulations and opportunities are promptly implemented for her clients. Her role involves providing expert tax preparation and planning services, delivering thoughtful advice and support to meet each client’s unique needs.
Education Highlights:
- • Bachelors of Science in Health Education
"The difference between ordinary and extraordinary is that little extra."
Life Beyond Work
Lisa is originally from Long Island, New York and has lived in San Diego for nearly 20 years following her family’s military path. She is the mother of two teenage daughters and wife of a retired Navy Chief.
She focuses on family, community involvement, and building solid connections with the people around her. Most weekends you’ll find her at athletic fields across Southern California supporting her daughters’ softball and flag football endeavors.
In her spare time, she enjoys traveling, hiking, photography and relaxing at the beach.
Married for fifteen years to Lenny, a Navy Chief
Mother to two strong, beautiful girls, Lily and Rosie
Chief of the household