As a tax manager, Lisa aligns client needs with the appropriate tax advisory resources to provide them with the comprehensive guidance they need to achieve their goals while minimizing the corporate and family tax burden. She has more than 20 years of tax experience for a wide range of privately owned companies, including professional service corporations, manufacturing and distribution companies, and real estate investment companies. She works directly with clients to help them better understand the business value they can and should be receiving from their tax services and reports. She also addresses the individual tax-planning needs of high-net-worth individuals.
In addition to her client responsibilities, she is frequently sought after internally for her deep tax expertise and regularly assists other members of the tax department with research on complex issues. Areas of focus include trusts, C and S corporations, partnerships, and exempt organizations.
Professional Qualifications & Education
- Certified Public Accountant, California
- Bachelor of Science in Accounting, California State University at Northridge
- Masters of Taxation, Golden Gate University
Professional Associations and Activities
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Civic and Business Associations