Lisa is a tax manager in our Healthcare Tax Department, having joined our firm in 2023. With over a decade of experience in Partnership, Fiduciary, Individual, and Corporate Taxation, Lisa brings a wealth of knowledge and expertise to our team. Her diverse background spans various industries, including manufacturing, healthcare, agriculture, small business and real estate.
Lisa's specialty outside of business returns lies in trust taxation and tax research. She navigates the intricate rules to ensure her clients' structures are optimally taxed and complex tax regulations are accurately addressed. Her passion for providing exceptional client service is evident in her dedication to understanding and addressing each client's unique needs.
Lisa received her Bachelor of Arts degree in Accounting from the University of Northern Iowa and is a Certified Public Accountant. She is a member of the AICPA and ISCPA.
