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, 2015, runner up in 2016 and Winner in 2017.  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 28 years.  She and her husband, Dale moved to Wake Forest from northern Virginia, originally from Florida.  They have 2 adult children, Kristen 28 years old, married and lives in Nashville, TN, she is a graduate of East Carolina University and Kraig 26 yrs old, lives in Wake Forest.  Lisa also has a couple grandbabies a boy that is almost 5 yrs old, a little girl almost a year old and another little baby girl 3 months old. 

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 12 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 13 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 11 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

Cyndy lives in Wake Forest and has been here for 15 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 11 years. 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 11 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 23 years.  She has three adult children and one granddaughter.  

Pat has been with Elite Tax and Financial for 5 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 10 years now. She is originally from Texas and has been in North Carolina for 20 years, with a short five years in Roanoke, VA. Tamara and her husband, Mike, will be celebrating 35 years of marriage next year! They have three adult children, a daughter in Los Angeles, a daughter and new son-in-law in Atlanta, and a son currently a 2nd LT in the Air Force in pilot training in Wichita Falls, TX.

Tamara brings us over 15 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!!