Lisa has over 17 years of tax consulting and compliance experience serving high-net-worth individuals, closely-held businesses, partnerships, trusts, and exempt organizations. Lisa has significant experience addressing complex individual income tax matters, including ownership of foreign bank accounts, partnerships, and corporations. Lisa also has experience providing tax consulting and compliance services for non-resident aliens and U.S. citizens living abroad. She serves clients primarily in the real estate and entertainment industry sectors.
Lisa graduated from California State University, San Jose with a bachelor’s degree in accounting, magna cum laude. She holds a Master of Business Taxation from the University of Southern California. Lisa is a member of the American Institute of Certified Public Accountants and a licensed Certified Public Accountant in California. Lisa began her career in public accounting as an auditor at PwC.
KPMG LLP
PwC
American Institute of Certified Public Accountants
MBT, University of Southern California
BS, Accounting, California State University, San Jose, magna cum laude
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