Lisa Bristow has more than 35 years of accounting experience in individual and business taxation in diversified industries. She has been a seminar leader on various tax topics including retirement plan design and administration issues.

Lisa provides full service tax planning, consulting and preparation in all areas of taxation. Her extensive experience proves to be a valuable asset to her clients in the highly complex and ever-changing multi-state individual and corporate tax environments.

Areas of Expertise: 

• Professional Services

• Personal & Corporate Tax Solutions

• Pension Administration and Retirement Planning

Valuable Results:

• Management Consulting

• Multi-State Tax Issues

• Acquisition Due Diligence Reviews

• Cost Segregation Studies

• Cash Flow & Budgeting

• Energy Tax Credits

• Tax Planning & Tax Compliance

• Client Write-up/Bookkeeping

Community Involvement:

• Foundation for State College of Florida -
  Past Treasurer and Board Member

• United Way of Manatee County Foundation -
  Past Board Member and Member of Financial Committee

• United Way of Manatee County -
  Past Board Member, Past Chair of Allocations

• Manatee County Gator Club -
  Past President, Past Treasurer

Education:

• University of Florida -
  Masters of Accounting
  Bachelor of Science in Accounting

Professional Associations:

• Certified Public Accountant (State of Florida)

• AICPA

• FICPA