
Lisa Joerin, Managing Partner ,is a CPA and has been providing audit and tax services for various not-for-profit organizations of different types and sizes, small business and individual income tax and estate planning for 30 years. She has an extensive knowledge base of the accounting and auditing standards, tax and estate regulations, as they apply to individuals, for profit small business, not-for-profit and not-for-profits receiving federal funds and state-subsidized housing projects. In addition to being a CPA, Lisa is also a Certified Municipal Auditor, with background and continuing education in not-for-profit accounting and governmental auditing matters including A-133 Single Audit requirements, individual, business and estate tax planning and compliance.