Business Details
26 Years
experience
Your Trusted Partner for Accounting and Tax Solutions in Connecticut
Founded in 2000 by Lisa Norman, EA, ProBooks Bookkeeping and Tax Service, LLC, has built a reputation on 30 years of industry expertise. We are not just another bookkeeping and tax preparation servicewe are a full-service partner committed to year-round client communication. Our approach ensures clients receive tailored solutions without unnecessary costs, covering everything from bookkeeping and payroll to sales tax and income tax preparation.Our team combines technical proficiency with personalized service, allowing clients to focus on their core business while we manage financial complexities. With a track record of helping businesses grow profitably and maintain compliance, we prioritize accuracy, transparency, and client education to build lasting trust.
Services
Bookkeeping Services
Tax Preparation
Monthly Bookkeeping
Profitability Coaching
Tax Filings
Payroll Services
Sales Tax Preparation
Income Tax Filing
Financial Consulting
Year-End Tax Planning
Details
- Year established: 2000
Highlights and features
- We offer over 20 years of bookkeeping expertise with a focus on profitability.
- Our team provides prompt and reliable client communication.
- We implement a year-long support system for continuous financial management.
- Our services are tailored to avoid unnecessary costs.
- We combine technical proficiency with personalized, client-centric solutions.
Associations and certifications
- Enrolled Agent (EA)
What people say
Trusted by our company
Highly recommend Lisa
Best company we've dealt with
Puts joy back into business
Amazing job keeping books in order
Services
Bookkeeping Services
ProBooks offers comprehensive bookkeeping to track income, expenses, and financial health. Our team ensures accurate record-keeping, timely invoice management, and year-round organization. Clients benefit from reduced administrative burdens and improved profitability through precise financial oversight.
Tax Preparation
We handle federal and state tax filings for individuals and businesses, including 1040s, 1120s, and partnership returns. Our services optimize deductions like the 199A small business credit. Clients receive strategic planning to minimize liabilities and avoid IRS penalties.
Profitability Coaching
This service focuses on setting income goals and developing growth strategies. We analyze current financial performance to establish benchmarks. Clients gain actionable plans to enhance profitability and long-term business sustainability through one-on-one coaching sessions.
Payroll Services
ProBooks manages payroll processing, tax withholdings, and compliance reporting. Our team ensures accurate employee payments and adherence to tax regulations. Clients save time while maintaining error-free payroll operations and avoiding legal complications.
Sales Tax Preparation
We prepare and file state-specific sales and use tax returns, ensuring compliance with local regulations. Our service includes quarterly reviews to classify transactions correctly. Clients avoid late fees and maintain accurate financial records through proactive tax management.
People
Lisa Norman
CEO
With over 30 years in accounting and entrepreneurship, Lisa founded ProBooks in 2000. As an Enrolled Agent, she specializes in tax strategy and bookkeeping systems. Her goal is to help clients achieve financial success through personalized, expert guidance.
Marisa McCain
Senior Bookkeeper
Marisa brings expertise in bookkeeping, payroll, and software solutions. Her client-focused approach ensures accurate financial management. She prioritizes teamwork and delivers efficient support to help businesses streamline operations and reduce administrative stress.
Kristina Lerette
Lead Bookkeeper
Kristina combines banking experience with bookkeeping proficiency. She excels in payroll processing and financial reporting. Her commitment to accuracy and timely service ensures clients maintain organized records and meet compliance requirements without delays.
Questions
What documents are required for tax preparation?
Clients need W-2s, K-1s, 1098s, broker statements, and business expense records. ProBooks provides checklists to ensure all necessary documentation is submitted for accurate filings.
What is an Enrolled Agent (EA)?
Enrolled Agents are IRS-licensed tax professionals with expertise in tax law. They provide representation during audits and offer strategic tax planning. ProBooks' owner, Lisa Norman, holds this elite credential.
Do I need to file a 1099 form?
Businesses must issue 1099s for payments over $600 to non-incorporated contractors. ProBooks assists with preparing and submitting these forms to ensure compliance with IRS reporting requirements.
Can you guarantee no IRS audit?
No one can guarantee against audits, but ProBooks ensures accurate filings and advises on risk areas. We also provide support during audit inquiries to protect client interests.
What defines self-employment for tax purposes?
Self-employment involves operating a business independently. ProBooks clarifies tax obligations, including SE tax payments, to help clients comply with IRS guidelines and optimize deductions.
Reviews (7)
Brittaney Galarneau
May 08, 2022
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Lisa is so thorough and explained everything in a way I could understand. She gave me lots to think about, I left feeling so much more confident than I have since opening my business. Highly recommend!
Sheila Boisjolie
Mar 29, 2022
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We were extremely satisfied with Lisa's knowledge. Personable and professional is a great combination to make doing taxes a wonderful experience. We have recommended Lisa to family and they had the same experience. We would highly recommended Lisa.
Alexander Bigelow
Feb 04, 2022
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Before meeting Lisa, I would never have imagined doing my taxes could be so easy yet stimulating. Stop using TurboTax (or whatever silly little headache-inducing platform you're using) and connect with Lisa!
Tesla
Jun 27, 2021
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Lisa is very personable and made easy work of filing my taxes. There's also a keen sense of caring for her clients as well. I'm very happy to have found her and look forward to having her in my corner for tax filing and tax advice for years to come. Thank you Lisa!
Miranda Sommer
Apr 18, 2021
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Lisa is super nice and personable, and she had my taxes done in no time at all even though I procrastinated until barely before tax day! Definitely recommend!
Jason Bradley
Apr 10, 2021
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Do you expect to have a great time while doing your taxes? Knowledge, humor, fun and just a great person. That best describes Lisa. I wish I could do my taxes once a month. Going a year to see her is just to long
Dylan McDonald
Mar 16, 2021
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Lisa is awesome! She did my taxes in under an hour and got me more money back than I have gotten in years past. Very funny and personable. I highly recommend her to anyone who needs help with their taxes!
