Lisa Cai

Lisa Cai

CPA

Director

+1 (415) 544 1252

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Lisa Cai is a director with Baker Tilly’s tax practice. Lisa has more than 10 years of experience with a dedication in navigating the complexities of tax strategy and compliance. She works with high-net-worth individuals and families, and their holdings and business enterprises. Known for a client-centric approach, Lisa fosters enduring relationships built on trust and delivering personalized solutions.

With a focus in the real estate industry and a specialized background in the state of California, Lisa’s experience spans from property acquisitions and developments to tax planning and compliance, enabling clients to navigate regulatory challenges with confidence. Whether advising on residential, commercial, or industrial properties, Lisa is dedicated to delivering tailored advice that maximizes value and minimizes risk.

  • Tax advisory, planning and compliance for complex tax and financial transactions for real estate firms, investment partnerships, LLCs and professional services companies
  • Tax advisory, compliance, and business and accounting services for high-net-worth individuals, multigenerational families, privately held companies and trusts
  • Business and accounting services, including quarterly tax planning for high-net-worth individuals
  • Quarterly projections, federal and state tax extensions, and tax advance payments

Location

Denver, CO

Education

Master of Accountancy

Golden Gate University

Bachelor of Arts in psychology and Chinese

University of California, Davis

Expertise