Lisa Cote, EA

Lisa is a seasoned tax professional who originates from the east coast but made her mark in the San Francisco Bay Area at a young age. Juggling full-time work at a venture capital firm and evening college classes, she quickly climbed the ranks to become an assistant controller. Transitioning to the world of tax, she joined one of the Big 4 firms in San Francisco before settling in Portland in 2002.

With 31 years of experience in public accounting, Lisa’s expertise lies in tax compliance and consulting, particularly in areas like real estate, closely held businesses, and high net worth individuals. She thrives on building strong relationships with clients and being a trusted advisor in navigating complex financial matters.

Outside of the office, Lisa cherishes time spent with her dog, friends, and family, relishing the simple joys of life beyond the numbers.