About Us

 Our January 2023 before tax season craziness "Cruise".                                                                              

 Tax & Financial Services LLC has been blessed to win the "Best of the Best" for Best Local Tax Preparer from the Wake Weekly (the local newspaper), 2012, 2013, 2014, 2015, 2017, 2021 and 2022 and finalist 2016, 2018, 2019 and 2020.  This is an award that is voted on by the community every year.  


Lisa K Eyrolles -  Enrolled Agent, Licensed Life Insurance, Certified Quickbooks ProAdvisor - Owner

Lisa has been in Wake Forest for 35 years.  She and her husband, Dale moved to Wake Forest from northern Virginia, originally from Florida.  They have 2 adult children, our daughter Kristen, 33 years old, is married and lives in Wake Forest.  Kristen has 2 children under 5 yrs old.  Our son Kraig 31 yrs old and lives in Wake Forest.  Kraig has 3 children under 9 yrs.   We are blessed to have both our children living within minutes from us and all 5 of our grandchildren living here.

Lisa was fortunate to be able to stay home with her children as they were growing up.  Lisa has now been preparing taxes for over 16 years and an Enrolled Agent since 2011, as well as, a Licensed Insurance Professional specializing in Life Insurance and Annuities.   Lisa enjoys boating, camping, traveling and spending time with family and friends.


Cheri Altman - Enrolled Agent

Cheri lives in Youngsville and has been in this area for over 17 years.  She and her husband Chris moved here from Salinas, CA.  They have 4 adult children and have 7 grandchildren.   

Cheri worked for the California Department of Corrections for 20 years. She has been preparing taxes for over 16 years and became an Enrolled Agent in 2012.   She joined Elite Tax and Financial and enjoys working on our team.  Cheri enjoys traveling and spending time with family, friends and her pets.

Nancy Uphoff - Enrolled Agent


Mary Ryan - Director of First Impressions


Kristen Ohlson - Director of First Impressions


Pat O'Shaughnessy - Director of First Impressions

Pat lives in Wake Forest and has been here for 25 years.  She has three adult children and one granddaughter.  

Pat has been with Elite Tax and Financial for 7 tax seasons and is our other "Director of First Impressions".  Pat enjoys scrapbooking, making cards, painting, baking and spending time with her family. 


Tamara Porter - Director of First Impressions

Tamara has been in the Wake Forest for 12 years now. She is originally from Texas and has been in North Carolina for 22 years, with a short five years in Roanoke, VA. Tamara and her husband, Mike, will be celebrating 37 years of marriage next year! They have three adult children, a daughter in Los Angeles, a daughter and son-in-law in Atlanta with grandbaby, and a married son who is currently a 2nd LT in the Air Force in pilot training in Wichita Falls, TX.

Tamara brings us over 17 years of tax preparation experience, in additional to other banking and administration experience. Tamara enjoys time with family, friends, volunteering with her church, travel, reading and most importantly learning something new thing every day!!

Shannon O'Leary - Director of First Impressions

Jackie Anderson - Director of First Impressions