Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Lisa Storey
Loveland

1625 Foxtrail Dr.
Loveland, CO
80538

Tel: 720.531.4457
Email: lisa.storey@wipfli.com

Services

Tax

Areas of Focus

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

Education

Montana State University
  • Bachelor of science degree in accounting

Lisa J. Storey, CPA

Manager

Lisa Storey is a 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