Registered Tax Preparer, IRS Acceptance Agent

Lisa is a Bonita Springs native who is fluent in English and Spanish. She has over a decade of experience in bookkeeping and tax preparation and is CAA certified. Lisa is currently enrolled in Florida Gulf Coast University in pursuit of her Bachelor Degree in Accounting and is also studying for her Enrolled Agent exam.

Lisa is highly motivated to continue her professional growth through education because it allows her to better help taxpayers. She is especially motivated to work with small business clients, helping them focus on growing their business and allowing her to handle their books, provide reports and advise on ways to help them achieve their goals.

Lisa’s biggest personal accomplishment has been making the decision to go back to school to obtain her degree.