Professional Joins HBS TAX

HBS TAX is delighted to announce the addition of another professional to its staff.  Lisa Gates, a CPA licensed to practice in West Virginia, recently joined to assist with HBS’s growing Tax Preparation and Representation division. “It’s an honor to have Lisa on board,” Says HBS TAX Founder, Brett Hersh.  “Lisa’s background and experience will definitely help HBS TAX expand operations while continuing to offer top-notch client service.”

Lisa was born in Indiana but grew up in Huntington, WV and is a graduate of Marshall University.  She has been married for 19 years to Eric Gates, the owner of a State Farm Agency in Martinsburg.  They have two children, Eli, a sophomore at Hedgesville High School, and Breck, a 6th grader at Spring Mills Middle.  The Gates’ have been Martinsburg residents for eight years.
Lisa has been a CPA since 2001 and has over 20 years of bookkeeping, payroll, tax, and accounting experience.  She began her accounting career with the prestigious Hess, Stewart, and Campbell in Huntington and was most recently a Tax Professional with the former Carol Kelly’s CPA office in Hedgesville WV.   
When not helping individuals and businesses with their tax and accounting, you’ll find Lisa at her sons’ many sporting events or volunteering with so many special people at Hedgesville High School and Hedgesville Little League.  This is also her 8th year serving on the Little League Board of Directors.

HBS TAX is a professional tax and preparation and representation firm located on Rock Cliff Drive in Martinsburg, WV.  Although HBS TAX preparers all business and personal returns, it specializes in helping individuals and businesses deal with complex tax issues and minimize their tax burden through effective tax planning.  HBS TAX remains open year-round to assist help those facing audit and collections.  Lisa can be reached at 304-267-2594.

Brett Hersh's avatar
  • Author: Brett Hersh
  • Bio: Brett Hersh, EA, MBA, is the owner of HBS TAX & Small Business Experts. He is an Enrolled Agent (EA) with the IRS and licensed by the US Treasury Department to prepare all tax returns and represent taxpayers before the IRS for audits, collections and appeals. He is also Dave Ramsey’s ELP for Tax and Accounting, a continuing education instructor for tax professionals through Lorman Education, and a local speaker/presenter on the topics of tax and business growth. He can be reached at (304) 267-2594.