TRANSFORMING EQUITY and Real Property Asset OPPORTUNITIES THROUGH EXPERT Tax and fINANCIAL COACHING TO SECURE THE LIFE OF YOUR DREAMS.

AS YOUR Tax and Financial COACH, I WILL INSPIRE YOU TO capitalize on the appropriate options to realize your rightful financial future.

Services

Innovative Tax Mitigation

Helping you to only pay the taxes you legally owe and nothing more.

Tax & Financial Coaching

Correcting the present to maximize your future.

Cutting Edge Tax Preparation

Taxes done correctly, the first time.

Book Your Pre-Game Analysis Now!

Hear from others just like you...

James Skeens

Black Diamond Consulting LLC

"Lisa is very knowledgeable of the tax laws which allows her to provide sound advice for my business purposes! She has always been professional and timely while working with me!"

Christina Spruill

US Military

"Lisa has great attention to detail and provides thorough assistance. She is kind and nice to work with."

Teri Kristensen

Thorton, CO

"Lisa is fantastic! Really knows her stuff and explains everything really well. Highly recommend!"

Time-tested Equity Compensation Expertise

Guarantee that you pay only the taxes you legal owe and nothing more.

Tax and Financial Coaching

To capitalize on the appropriate options to realize your rightful financial future.

Accessing Tax Advantages using Real Property Assets

Real property assets? Real credits and deductions. Get what you deserve.

Meet the Owner

Lisa Marie Brugman, EA is the founding principal of Lisa Brugman, EA & Associates where she transforms equity compensation and real property asset opportunities through Expert coaching to secure your financial future so that you can build the life of your dreams. Lisa has spent the entirety of her professional career, nearly 30 years, in the tax and financial service industry. Lisa has a deep understanding of the tax code and has extensive experience helping 1000’s of people fight audits from the IRS. Lisa’s all-embracing tax and financial expertise informs her understanding of how taxes tie into everything in the financial realm.

Equity compensation is offered by more than 40% of public companies and 35% of private companies to incentivize employees to take ownership in their company. Unfortunately, the employees that are granted the equity stock are given little to no direction on how to leverage this tremendous opportunity.

You may be one of the lucky 7% of Americans that has investment properties. But do you know how to maximize the deduction advantages while navigating all of the risk limitations? It’s a lot more complicated than just buying and renting out a property. But fewer than 40% of those individuals who have investment properties maximize the tax advantages, mostly out of ignorance.

Lisa works to create palpable and forthright strategies to take advantage and maximize the benefits of these circumstances. She loves helping her clients explore options to be smarter about how they are exposed to taxes. She understands the crucial details of tax filing and takes the time to explain what the repercussions are of filing taxes incorrectly. When meeting Lisa, you get to see her passion exude for helping her clients.

You can also catch her outside enjoying roller blading, bicycling, and skiing! Lisa is the Tax and Financial Coach that helps you Live Life Purposefully!