Lisa works with small- to medium-sized businesses and their owners. Her primary focus area is tax compliance and the related planning or consultations, whether it be directly for these businesses or for trusts or other planning vehicles established by the owners. Lisa works hard to establish long-term client relationships by focusing on delivering her services in a professional, but respectful, empathetic, and humble manner.
Years of Experience
38
Education
University of Texas at San Antonio, Bachelor’s
Professional & Civic Leadership
- Board of Directors for Spirit Reins
- Section 501(c) nonprofit
Professional Credentials
Certified Public Accountant (CPA)
QuickBooks Pro Advisor
Xero Certified Advisor
