Elite Tax and Financial Services, LLC

Tel: 919-554-9400

Elite Tax and Financial Services, LLC

About Us

                                                                                  

 Tax & Financial Services LLC was a runner up in the "Rising Star Business of the Year" in Wake Forest.   Elite Tax  & Financial Services, LLC also 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 and 2015.  This is an award that is voted on by the community every year.  2015 we won the "Best of the Best" for Best local Bookkeeper".

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

Lisa K Eyrolles has been in Wake Forest for 27 years.  She and her husband, Dale moved to Wake Forest from northern Virginia, originally from Florida.  They have 2 adult children, Kristen 27 years old, married and lives in Nashville, TN, she is a graduate of East Carolina University and Kraig 25 yrs old, lives in Wake Forest.  Lisa also has a grandbaby that is almost 4 yrs old and another one on the way. 

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 11 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 Franklinton and has been there for 12 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 10 years and became an Enrolled Agent in 2012.   She recently joined Elite Tax and Financial and looks forward to working on our team.  Cheri enjoys traveling and spending time with family, friends and her pets.

 

Cyndy LaMarche - Senior Tax Professional (studying to become an Enrolled Agent), Certified Quickbooks ProAdvisor

Cyndy lives in Wake Forest and has been here for 14 years.  She has twin teenage boys that keep her active outside of work.  

Cyndy has been to all 50 states before she turned 40.  Cyndy was an Automation Specialist and Project Manager at IBM for 20 years.  She has been preparing taxes for over 10 years and working on becoming an Enrolled Agent in the last couple months.  Cyndy enjoys reading, watching movies, hanging with family and friends and traveling.

 

Francine Scott - Director of First Impressions

Francine was born and raised in Pine Tops, North Carolina and now lives in Wake Forest.  She lived in New Jersey for 37 yrs before moving back to NC in 2004.  Francine has one son and one grandson.  

Francine retired from Verizon Communications in New Jersey where she worked for 24 years.  Francine has been a tax preparer for over 10 years and now is working as Elite Tax and Financial's "Director of First Impressions". Francine enjoys shopping, sewing, walking with her husband and spending time with her grandson.

 

Pat O'Shaughnessy - Director of First Impressions

Pat lives in Wake Forest and has been here for 22 years.  She has three adult children and one granddaughter.  

Pat has been with Elite Tax and Financial for 4 tax seasons and is our other "Director of First Impressions".  Pat enjoys scrapbooking, making cards, painting, baking and spending time with her family.