Lisa M. Cole, CPA provides quality, personalized financial guidance to local individuals
and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth
services such as estate and trust taxation.
Lisa M. Cole, CPA is one of the leading firms in and throughout Santa Cruz. By combining our expertise and experience, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, on-going continuing education, and work ethic is the reason our clients return year after year.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism. We are a staple of Santa Cruz's business community and pride ourselves on the level of esteem we have earned.
Our dedication to hard work has earned the respect of the business and financial community in and around Santa Cruz. We believe this is directly related to our expertise and responsiveness to our clients. Whether you are a current or prospective client, be assured that individuals and businesses who choose to do business with us receive competent and timely advice.
Academic and Professional Credentials
- Masters in Accountancy, San José State University
- Bachelor of Science, Merrimack College
- Certified Public Accountant, licensed in California
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
- Santa Cruz Women's Chapter, Leads Club International
- Redwood Coast Associates
- Santa Cruz Chapter, Women's Network Alliance
A native of Salem, MA, Lisa has lived and worked in the Santa Cruz area for more than 20 years. She enjoys traveling, camping, skiing, arts & crafts, reading, movies, and spending time with her husband and three daughters.
Lisa@CPAinSantaCruz.com (831) 566-3209