Lisa is licensed as an Enrolled Agent after having passed a strenuous two day examination given by the United States Treasury Department covering all areas of federal tax law. Like Certified Public Accountants and attorneys, Enrolled Agents are licensed to represent taxpayers before the Internal Revenue Service and state taxing authorities (see copy of license below).

She graduated from Hartwick College in Oneonta New York with a Bachelor of Science degree in Accounting.

After working as an accountant in private industry for several years after college, Lisa came to work for our firm as a taxpayer advocate.

She is a member of the Massachusetts Society of Enrolled Agents and the National Society of Enrolled Agents. She consistently logs more hours of continuing professional education than required to maintain her license.

Lisa spent several years of her early childhood in Germany due to her father’s tour of duty in the United States Air Force. She is fluent in English as well as her mother’s native language of German.

In her spare time, Lisa enjoys snowboarding, kayaking, painting, and sewing. She is also actively involved in environmental issues through the Sierra Club, volunteer work, charitable donations, and public awareness campaigns.