Tax Manager
Meet Lisa Sinatra Caparatta
Enrolled Agent (EA) specializing in small business tax planning, serving individuals, small businesses, and trusts.
Key Credentials
Enrolled Agent (EA)
Bachelor of Science in Health Education
Personal
Marathon Runner
Mom to Lily and Rosie
Professional Designations
Enrolled Agent, EA
Professional Background
Lisa is an Enrolled Agent (EA), a licensed tax practitioner qualified to represent taxpayers before the IRS. With over ten years of experience in tax and finance, she specializes in small business tax planning and strategy, helping owners plan ahead and manage their tax positions through proactive, tailored work. Her clients include individuals, small businesses, and trusts.
Lisa stays current on tax law changes and IRS updates so that new rules and opportunities reach her clients promptly. Day to day, that means tax preparation, planning, and practical advice matched to each client’s situation.
Education Highlights:
- • Bachelors of Science in Health Education
"Enjoy life. Have fun. Be kind. Have worth. Have friends. Be honest. Laugh. Die with dignity. Make the most of it. It’s all we’ve got."
Life Beyond Work
Lisa is originally from Long Island, New York, and followed her family’s military path to San Diego, where she has lived ever since. Most weekends you will find her at athletic fields across Southern California for her daughters’ softball and flag football games. 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