Lisa J. Storey, CPA
Senior Manager
Lisa Storey is a senior manager in the firm’s Loveland office and concentrates on providing tax compliance, tax planning, and bookkeeping for closely held businesses. She works with businesses and their owners to understand their needs and provides the guidance required to maintain, grow, and transition their business. Lisa’s ability to build strong relationships and her passion to help her clients succeed have resulted in valued, long-lasting client relationships.
Certifications:
- Certified Public Accountant
- QuickBooks® ProAdvisor
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Colorado Society of Certified Public Accountants (COCPA) - Member
- Associated General Contractors (AGC) of Colorado - Member
Services
Tax servicesAreas of Focus
- Multistate income taxation
- Partnerships and S corporations
- Construction
- QuickBooks® ProAdvisor
Education
Montana State University- Bachelor of science degree in accounting