Lisa J. Storey, CPA
Senior Manager, Wipfli Advisory LLC
- Location
- Fort Collins, CO
- Contact
- +1 720 531 4457
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.
- Multistate income taxation
- Partnerships and S corporations
- Construction
- QuickBooks ProAdvisor
- Certified Public Accountant
- QuickBooks ProAdvisor
- American Institute of Certified Public Accountants (AICPA) - Member
- Colorado Society of Certified Public Accountants (COCPA) - Member
- Associated General Contractors (AGC) of Colorado - Member
Montana State University
- Bachelor of science degree in accounting