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Lisa Ellsworth Segear, CPA and Wayne S. Segear, CPA, CFP® formed Ellsworth Segear & Company, LLP in early 2007. Ellsworth Segear & Company, LLP is a public accounting firm that provides tax planning and tax return preparation services as well as business consulting.
Lisa and Wayne, the only partners of this entity, are also married to each other. Their experience and expertise complement each other very well. Each has a diverse background and enjoys different aspects of accounting and consulting. Lisa is more of the reporter and organizer of financial data, controls, and information, while Wayne’s focus is more on the planning aspects. Together, as a team, with a collaborative process they can provide better overall services.
Lisa is a 1987 graduate of the University of Vermont with a Bachelor of Science in Business Administration with a concentration in Accounting. Lisa began her career in public accounting and has also worked as a controller in private industry.
In addition to providing tax preparation and planning services she also provides part-time controllership/CFO services to businesses that have bookkeepers or accounting staff, by working with them to help develop and provide management/owners with meaningful and timely financial information. She is proficient in Quick Books and Sage.
Email: lisa@ellsworthsegear.com
Phone: (802) 879-1010 ext. 4
Direct Line: (802) 316-4854
Wayne has been in public accounting since graduating from Bloomsburg University in 1982. In 2001 he began to broaden his expertise in various aspects of Financial Planning related matters and in 2010 he met the requirements to become a Certified Financial Planner™, also referred to as a CFP®.
Email: wayne@ellsworthsegear.com
Phone: (802) 879-1010 ext. 3
Direct Line: (802) 316-4853