Lisa Cote, EA

Senior Manager

Contact
Lisa

Location

Remote

Core Services

Tax
Tax
Advisory
Advisory

Areas of Expertise

Wealth Advisor Solutions
Wealth Advisor Solutions
Construction & Real Estate
Construction & Real Estate
Professional Services
Professional Services
Healthcare & Wellness Services
Healthcare & Wellness Services

Lisa is a seasoned tax professional originally from the East Coast who made her mark early on in the San Francisco Bay Area. Balancing full-time work at a venture capital firm with evening college classes, she quickly advanced to assistant controller. She later transitioned to tax, joining one of the Big 4 firms in San Francisco before relocating to Portland in 2002. With decades of public accounting experience, Lisa specializes in tax compliance and consulting for real estate, closely held businesses, and high net worth individuals. She is passionate about building strong client relationships and serving as a trusted advisor through complex financial matters. Outside the office, Lisa enjoys spending time with her dog, friends, and family.