Partners, principals and associates

Lisa Storey Loveland

2725 Rocky Mountain Ave
Loveland, CO 80538

Tel:

720.531.4457


Email: lisa.storey@wipfli.com

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

CPA Tax Services

Areas of Focus

  • Multistate income taxation
  • Partnerships and S corporations
  • Construction
  • QuickBooks® ProAdvisor

Education

Montana State University
  • Bachelor of science degree in accounting