Lisa Lorentzen is a dedicated Enrolled Agent with a robust foundation in financial consulting and tax advocacy. She graduated with a bachelor’s degree in accounting from California State University, Long Beach, and launched her career at The Ayco Company in Irvine, California. There, Lisa learned the foundations of full-service financial planning and wealth management as a team member that provided services to Fortune 500 executives, enhancing her skills with Series 7 and 63 licenses.
She later advanced to a role as a Senior Tax Associate at the hedge fund, The Quellos Group in Seattle, Washington, where she catered to the unique needs of high-profile individuals.
In 2017, Lisa earned her Enrolled Agent (EA) license, deepening her specialization in complex tax issues for high-net-worth individuals. Lisa’s passion lies in assisting taxpayers with IRS problems, where she leverages her extensive expertise to advocate for clients’ rights and resolve state and federal tax issues.
