Lisa has over 21 years of experience as a tax professional. Prior to founding Johnson Tax & Consulting, Lisa was a partner at a large local firm for 10 years. Lisa offers experience working with small to middle-market companies, their shareholders, and high net worth individuals to assist them with their compliance and tax planning strategies. She works with closely held clients in the manufacturing, service, construction, senior living, and real estate markets. She has provided services to clients regarding mergers and acquisitions, sales of business, succession planning, exit strategies, nexus studies, tax credit maximization, and trust/estate work. She has helped many clients transition from the first to the second, third, and fourth generation. She has taught many training classes on various tax topics. Lisa attended San Diego State University where she received her B.S in Accounting and Golden Gate University where she completed her Masters of Taxation. Lisa has served as the Treasurer for the Lake Forest PTO for several years and donates her time to other various charitable organizations.