Lisa is a partner with Baker Tilly’s Southern California tax practice. She has more than 15 years of tax compliance and consulting experience, servicing high-net-worth individuals and their closely held businesses. Lisa has developed particular expertise providing companies in the real estate industry with comprehensive and creative tax solutions.

Lisa is a partner with Baker Tilly’s Southern California tax practice.

Bachelor of Science in business
University of California, Riverside

Works with real estate clients, including residential, retail, and commercial real estate develops and owners

Additional experience working with entertainment companies and service providers

Diverse experience in the areas of individual and flow through taxation which allows her to assist clients in maximizing their tax savings

Specializes in working with family groups, taking care of all of the individual family needs, as well as trusts, foundations and business entities owned by families

Strong emphasis on flow through entity structure and focus on the interplay between company and individual

American Institute of Certified Public Accountants (AICPA)

Individual Income Tax Planning & Compliance

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