Hey there! I'm Lisa Rumbaugh, the founder of Clarity Tax Accounting, with over 30 years of experience. I'm here to help you with all your accounting and tax needs, whether it's for personal, investment, or business assets. My aim is to give you a clear understanding of your finances, so you can reach your goals through smart tax planning and compliance. Let's work together to make your financial journey smoother!

My professional experience is wide-ranging, spanning over 30 years. My specialty lies in managing accounting, reporting, and tax compliance related to diverse classes of assets, including residential and commercial real estate, automobile, artwork, and antique collections, personal aircraft and watercraft, as well as large investment portfolios.

I began my career with KPMG in the Orange County Tax Department, where I primarily worked with high net worth individuals and their related businesses. This experience led me to collaborate with several prominent families in Orange County within their family offices. It was during this time that I learned the value of taking a comprehensive approach to creating reporting and planning strategies around a complete portfolio of assets, investments, and business holdings.

Additionally, I spent over a decade directly managing Private Foundations, assisting families in achieving their philanthropic goals while maximizing tax advantages. My most recent professional experience includes a Director position with a healthcare startup, which allowed me to broaden my accounting and tax knowledge to include inventory management, sales tax reporting, equipment lease financing, and data analysis.

At Clarity Tax Accounting, I am fulfilling my professional goal of sharing my unique expertise in accounting and tax with a diverse range of clients. I am confident that my services will be valuable to them, helping them achieve financial clarity and success.