About Us

Lisa has over twenty-four years of public accounting experience. Lisa worked with two of the largest regional accounting firms in the Washington, D.C. area before starting her own practice in 2005 where she served small to mid-sized businesses in the areas of income tax preparation, CFO consulting services, cash flow management, accounting services, and individual and business tax planning. In January 2018, she merged her CPA practice with Alta CPA Group.

Lisa graduated from University of Richmond, Robins School of Business with a degree in Accounting. She received her Master’s in Taxation from American University. Lisa is a member of the Maryland Society of Accountants and the National Association of Tax Professionals.

Jennifer has over 26 years of public accounting experience in the Washington DC area. Jennifer graduated from the University of Maryland, Robert H. Smith School of Business with a degree in Accounting in 1992 and received her CPA designation in 1994. Jennifer was employed with two Washington, D.C area accounting firms from 1994 through 2012, servicing small family owned businesses in the area. During 2012, Jennifer started her own practice. She has experience preparing individual and all business type tax returns and assisting with tax planning and projections. She has managed numerous financial statement engagements and has consulted with her clients on a number of matters including cash flow analysis, internal control reviews, and analysis of performance benchmarks. Jennifer is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants.