"C+M is special because of its unique culture where people are prioritized above all. We operate like a family, fostering an environment where teamwork and mutual support are at the core of everything we do. It's this sense of unity and collective effort that makes our workplace not just a job, but a community."
Lisa has extensive expertise in navigating the complexities of flow-through entities, including LLCs, partnerships, and S Corporations. She serves clients in the areas of real estate, private equity, and professional services industries, where she provides strategic tax planning and compliance services tailored to the unique needs of these sectors.
Lisa loves collaborating with clients and building meaningful relationships. She is inspired by the diverse perspectives and innovative ideas they bring to the table. She enjoys supporting them in achieving their visions, and this collaborative spirit not only strengthens the professional relationship but also drives her commitment to delivering exceptional service and creative solutions. Above all, she is dedicated to C+M and excited about its future.
Lisa has a big heart for animals and she and her husband share a home with three dogs (Jake, Ruca & Mini), a cat named Kat, and a new kitten, Jesse James. Her determination doesn't just apply to her work—she is currently on a mission to train Jesse James to walk on a leash!
On weekends, she enjoys hiking with her husband and dogs. She also loves creating adventures with her 7-year-old granddaughter, Isabella, who is highly intelligent and funny and who adds joy to every moment they share.
