Education

Golden Gate University, San Francisco - MBA in Taxation, 2000
San Diego State - Bachelor of Science, Business Administration-Accounting, 1993
CPA Designation, 1996

Experience

Lisa has 15 years of public accounting experience, and 12 years of experience at KSJG, LLP. Other than client service, Lisa’s responsibilities include management of tax professionals, new client development and tax continuing education. Her areas of expertise include business and individual tax planning, trusts and estates, complex compliance issues, and representation before governmental agencies.

Professional Affiliations

Member, American Institute of Certified Public Accountants
Member, California Society of Certified Public Accountants
Member, Financial Women International