OUR FIRM

our philosophy

We are a proven tax advisory firm. We optimize your net worth, your
business and your investments by reducing your income and estate taxes.

We are tax law experts who understand the complexities of business, finance & tax.
Lisa Powers
We are a positive force for change. We shift your tax mindset from
compliance (reactive) to strategic (proactive).
We believe in client advocacy
and loyalty.
Read Client Testimonials

Clients

Our clients are part of the most important sector of American business. Privately-held American business owners consistently excel in creativity, innovation, durability, employee loyalty, and strong core values. They care. They are accountable for their actions. These are people with whom it is our pleasure, to work with.

testimonials

Alan Cooper
Founder of Cooper Software
S-CORP
Estate & Trust

Lisa Powers is my secret weapon. She is my peer to peer business, finance and tax strategist. I’ve maximized my net worth and have peace of mind, knowing I’m paying the right amount of taxes and recently purchased my dream property.

Sara O'Malley

I first went to Lisa for tax advice over 18 years ago as I was leaving the tech world to start a real estate development and investing business with my husband. Not only has Lisa given us invaluable tax and estate planning advice over the years, she has also become an essential business advisor. Her own experience as a real estate entrepreneur gives her a creative perspective that would be hard to duplicate. Her brilliance, common sense, and good humor make her a pleasure to work with!

Christina Crowley
CEO, Kenwood Experiences

Powers Equity and Accountancy, Inc. has provided me with knowledgeable and insightful financial guidance both personally and professionally for over sixteen years. During that time, Lisa Powers and her team have worked closely with my company’s Controller to ensure that our accounting department always follows best practices. Because my company is a privately owned S Corp, my husband and I have also engaged the firm for our personal tax matters. This arrangement has greatly streamlined the process for us.

Brad Hedrick
Business Taxation
Estate and Trust
Real Estate

Lisa Powers & Team are in a league of their own. Prior to working with Lisa, I was under the impression that all accountants were created equal, to some extent. This pre-conceived notion couldn’t be farther from the truth. Lisa is the Roll's Royce of accountant's. Around every corner, her depth of knowledge and incomparable ability to extract value will surprise you. My checking account has never been happier.

Sarah Trauner
SWT Consulting, President

Powers Equity & Accountancy, headed by Lisa Powers, is a firm of smart people.
They possess the highest levels of integrity, are tenacious and are true advocates for
their clients. They take a personal interest in each client they take on, and work for them, representing them with dedication and professionalism. You know they are in your
court! They have been invaluable to me and my family, working with us over the years.

Robert and Deborah Bergtholdt
Tax Problem Resolution

In 2010 I was stricken with stage three Duodenal Cancer while dealing with an unyielding IRS problem. Once Lisa Powers and her talented staff at “Powers’ Equity and Accountancy, Inc.” took over, our case dramatically changed direction. Ms. Powers has a much better understanding of the tax Laws than even the IRS. She has represented us with dignity, wisdom and compassion, all of which impacted our lives, on all levels, for the better.Powers Equity and Accountancy Inc. is the only legal tax service we would whole-heartedly recommend in dealing with complex issues, period. If you want brilliant strategies and a dedicated staff, Powers Equity and Accountancy, Inc. will give you the most intelligent representation available.

Daniel Pinkham,
President: Kenwood Experiences
Business Taxation
Tax Strategy

It’s all in the name—for over a decade, Lisa's manifest super POWERS have ushered us through tax and financial issues large and small. Lisa and her team are literally a powerhouse of insight, experience, and perspective.

Laura Marks
Executive Producer
Business Taxation

Lisa and her team have been strong support and trusted partners on my journey through a difficult life transition. Over the last 10 years, Lisa’s financial guidance has helped me rebuild my business and I consider her services to be the foundation for building a financial life plan.

Elizabeth Thompson
J.D., Mediator; Arbitrator
S-CORP
Tax Dispute Resolution

Have you ever met someone whose insight, expertise and graciousness compelled you to avail yourself of their guidance? Then you know my experience with Lisa Powers. As both a Masters in Taxation and a CPA Lisa is uniquely positioned to effectively navigate the intricacies of the IRS and do returns. Her tax advice is insightful on point. When the IRS erroneously challenged my husband’s privately owned S Corp on a tax filing, Lisa took the bull by the horns with integrity and aplomb. She tenaciously led us through the process to resolution, saving us a lot of money and untold stress. As I establish my legal and dispute resolution practice bi-coastally I will rely on Lisa’s continued guidance and expertise to advise me on tax, business and real estate investment matters. Lisa is not only an outstanding professional, business owner and real estate investor; she is a wonderful human being.

Recognition

Tax Resolution Cases
• Correction of missed opportunities
• Spousal theft loss case
• Fraud loss cases
• Business and estate depreciable bases correction
• Penalty abatement (civil)
• Characterization correction cases
MS tax law degree
We are unique as less than 1% of CPA’s and/or attorneys have a MS/LLM degree in tax law.
Created a New California Code
Created a new revenue and taxation code section for the State Board of Equalization case regarding "financial disability" that resulted in a major plank of elder law.

community

SF Estate Planning Council
Member since 1987.
San Francisco Bar Association
Non-attorney member of
Taxation, Real-Estate and
Estate and Trust Sections.
Children Hospital (Benioff)
Member of the legacy advisory
council and donor since 2001.