Daly City · San Francisco Bay Area

Personal & business tax preparation from an Enrolled Agent you can reach

Lisa Gelardi, EA — Gelardi Tax Service. Accurate filings for individuals and businesses since 2006, with year-round planning and Bay Area client visits when you need them.

Call (415) 342-3160 Request a consultation

Enrolled Agent

IRS-authorized credential

Since 2006

Own practice, principal-led

1,000+ returns

At H&R Block alone

Year-round

Prep & planning, not only April

Enrolled Agent CSTC member Daly City, CA Bay Area client visits

Services

Experienced professional solutions for your tax needs

Personal and corporate. Large or small. Current returns, back taxes, and year-round planning — prepared with care by an Enrolled Agent.

Individuals

Personal tax preparation

From Schedule A to Schedule E and Form 1040 filings — clear, accurate preparation so personal tax season feels manageable.

  • Form 1040 preparation
  • Itemized and specialized schedules
  • Current-year and prior-year returns
  • Plain-language explanations

Business

Business & partnership returns

Corporate and partnership filings sized for small and mid-size needs — personal and entity returns that stay coordinated.

  • Partnership Form 1065 work
  • Corporate and business filings
  • Owner and personal return coordination
  • Large or small tax situations

Catch-up

Back taxes & getting current

Behind on filings? Lisa helps navigate back taxes to current returns with accuracy and a calm path forward.

  • Prior-year return preparation
  • Organize records for missing years
  • Practical next steps discussed
  • Support when the IRS picture feels overwhelming

Planning

Year-round tax planning

Available year-round for preparation and planning — not only in April — so you can make clearer decisions before deadlines hit.

  • Planning conversations beyond filing season
  • Guidance as tax laws change
  • Solutions across industries and situations
  • Responsive, principal-led advice

E-file

Electronic filing

Electronic returns are standard — helping you prepare and file before the deadline with less paperwork friction.

  • E-file for eligible returns
  • Faster, cleaner submission
  • Deadline-minded process
  • Federal and California filing support

Why Gelardi Tax Service

Cost-effective, accessible, and focused on getting it right

Big chains move volume. Lisa Gelardi built a practice around accuracy, clear communication, and solutions for a variety of tax situations and industries — with the credential to represent you when it matters.

Call (415) 342-3160 What is an Enrolled Agent?

Enrolled Agent credential

Lisa Gelardi is an Enrolled Agent — federally authorized to prepare returns and represent taxpayers before the IRS.

Principal you can reach

As a small business owner since 2006, Lisa is more accessible than most big chains — and easier to get a hold of when questions come up.

Bay Area convenience

Based in Daly City and available to travel to clients across the Bay Area so you save time.

Continuing education

As a CSTC member, Lisa continually educates herself on ever-changing tax laws so advice stays current.

Professional desk with tax and financial documents

Principal

Lisa Gelardi, EA

Enrolled Agent · Gelardi Tax Service · Daly City, CA

About Lisa

Tax preparation that feels less intimidating

It’s said there are two things you can’t avoid: death and taxes. With Lisa Gelardi, dealing with the latter shouldn’t drive you to the former. She navigates personal and business taxes with accuracy and ease — from Schedule A’s to Schedule E’s, 1040’s to 1065’s, back taxes to current returns.

A graduate of Chico State with an MBA from the University of Phoenix, Lisa spent five years at H&R Block preparing over 1,000 accurate returns in a timely manner. With over 20 years in the business field and experience in human resources, she communicates clearly and finds practical solutions across a variety of industries.

Lisa opened her own tax business in 2006. As a small business owner, she is more cost-effective than most of the big fish and a lot easier to reach — available year-round, offering electronic filing, and willing to travel to Bay Area clients.

How it works

A straightforward path from first call to filed return

Simple steps — so you always know what comes next.

01

Call or write

Reach out by phone or email. Share whether you need personal taxes, business filings, planning, or help with back taxes.

02

Share the picture

Gather prior returns, W-2s, 1099s, business records, and notices — so preparation fits your facts, not a generic checklist.

03

Prepare with care

Returns are prepared carefully, with questions asked before filing — from Schedule A’s to 1065’s, personal to corporate.

04

File and stay connected

E-file when eligible, meet deadlines, and keep an open line year-round for planning — not only at tax time.

Local trust

A Daly City Enrolled Agent for Bay Area tax needs

Principal-led service for individuals and businesses who want accuracy, accessibility, and someone who picks up the phone.

Enrolled Agent

Federally authorized to prepare returns and represent taxpayers before the IRS.

Since 2006

Own practice built on clear communication and timely, accurate filings.

CSTC member

Continuing education on changing tax laws as published on the firm site.

Daly City office

332 Glenwood Ave — serving Daly City, the Peninsula, and the greater Bay Area.

FAQ

Questions we hear often

Straightforward answers for individuals and business owners considering the firm.

Who does Gelardi Tax Service serve?
Individuals and businesses — large or small — across Daly City and the San Francisco Bay Area who want experienced, principal-led tax preparation and planning from an Enrolled Agent.
What is an Enrolled Agent?
An Enrolled Agent is a tax professional licensed by the federal government who may represent taxpayers before the IRS. Enrolled Agents specialize in taxation and can advise, prepare returns, and represent clients in many IRS matters.
Do you prepare both personal and business returns?
Yes. Lisa prepares personal returns (including Form 1040 and common schedules) and business and partnership filings such as Form 1065, along with corporate tax needs — from current returns to back taxes.
Will you travel to meet clients?
Yes. Lisa is available year-round and will travel to clients in the Bay Area when that saves time and makes preparation easier.
Where is the office?
Gelardi Tax Service is at 332 Glenwood Ave, Daly City, CA 94015. Call (415) 342-3160 or email lisagelardi@sbcglobal.net to request a consultation.
How do I get started?
Call (415) 342-3160 or email lisagelardi@sbcglobal.net with a short note about what you need. There is no online client portal for new inquiries — new clients should call or write first.

Contact

Call — or request a consultation

Ready to talk about this year’s return, a business filing, or catching up on back taxes? Reach out today.

Office

332 Glenwood Ave

Daly City, CA 94015

Consultation

Request a consultation by email

Send a short note with your name, the best number to reach you, and what you need help with. Prefer to talk now? Call and Lisa will take it from there.

Email consultation request Call (415) 342-3160

Availability

Year-round

Available year-round for preparation and planning — and willing to travel to Bay Area clients when that saves you time.

Call or email to confirm timing for your consultation.

Ready when you are.

Personal and business tax help from an Enrolled Agent who stays easy to reach.

Call (415) 342-3160 Request consultation