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’s degree in business taxation from the University of Southern California. Lisa is a member of the American Institute of Certified Public Accountants and is a licensed Certified Public Accountant in the state of California. Lisa began her career in public accounting as an auditor at PwC.

Professional Experience

KPMG LLP
PwC

Professional and Community Involvement

American Institute of Certified Public Accountants

Practice Area & Specialization

Credentials and Certifications

CPA, California

Education

MBT, University of Southern California
BS, Accounting, California State University, San Jose, magna cum laude

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