Lisa Johnson has over 29 years of experience in a wide range of tax services. She specializes in Individual Taxes and Planning, Estate and Gift Taxes, Partnerships, LLC’s and S Corporations. Lisa is experienced in working with families with complex structures, small businesses, trusts, and family foundations. Lisa maintains awareness of the current laws and proposes ideas to her clients that will be flexible enough to withstand frequent changes, and finds that her clients highly value her meticulous attention to these changes.

Lisa has been featured as a 5 Star Wealth Manager, an honorable national designation that is awarded in response to high client satisfaction.

Areas of Expertise: 

• Individual Income Tax Planning

• Estate, Trust and Gift Planning

• Partnerships

• Family Businesses

• LLC’s and S-Corporations

Valuable Results:

• Entity Selection

• IRS Representation

• Estate & Gift Tax Planning

• Charitable Gift Planning

• Tax Planning & Preparation

• Income Tax Planning for Trust and Estates

Community Involvement:

• Manatee Community Foundation (MCF) - Past Chairman of the Board

• Estate Planning Council of Manatee County - Past President

• MCF Legacy Society Committee - Past Chairman

• Leadership Manatee - Alumni

• Junior League of Manatee County, Inc. -
  Sustainer, 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

• CPAmerica