Profile

Lisa is an Enrolled Agent with over 20 years of accounting experience, 9 of which have been in public accounting. Throughout this period, she has gained extensive individual, gift, estate, and trust compliance experience and has primarily focused on serving multigenerational families, high-net-worth private clients, family partnerships, and small businesses. With her expertise in these areas, Lisa has become a trusted advisor for clients seeking to navigate the intricacies of complex tax regulations with ease while achieving their financial goals, establishing her as a dependable tax professional. Lisa’s academic background further reinforces her expertise in the tax field. She earned her Bachelor of Business Administration in Accounting from the distinguished Texas Wesleyan University, which enabled her to develop a strong foundation in accounting principles and practices.