Lisa Geyer has been serving clients toward resolution of tax matters since 2010. Lisa Geyer holds both a Juris Doctorate (award winner Clarence Bartholic Ethics and AmJur Ethics) and IRS Enrolled Agent licensure. Her background also includes an extensive financial services background as a stock broker and registered investment adviser. She is a passionate advocate for clients experiencing the stress of tax liability. Lisa Geyer combines her significant technical expertise with her drive to get clients the best resolutions with taxing authorities. She has successfully represented a full scope of clients from individuals to publicly traded companies and newsworthy cases. Lisa Geyer has lectured on the following topics: How to Win Negotiations, Securities Case Law, and various financial topics and financial training delivery over the years.
In her free time, Lisa Geyer is an accomplished recreational artist, enjoys the mountains and has performed volunteer work related to prevention of financial fraud.