Lisa Trama

Lisa has over 14 years of tax and accounting experience at Wealth Enhancement Group and prior firms. She began her career as an auditor for Deloitte & Touche before finding her passion as a tax professional.

She has extensive experience partnering with financial advisors, external attorneys, and lenders to provide federal and state tax advisory, planning, and preparation services. Her experience covers a broad range of individual tax situations as well as business tax situations across a variety of industries.

Lisa brings a diligent and delivery-focused work ethic to her tax preparation and planning work. She strives to help her clients understand their tax obligations and tax savings options while maintaining compliance in the face of complex and ever-changing tax regulations.

Lisa resides in California’s Central Coast region with her husband and young kids. She loves gardening, and hiking and mountain biking with her family. They can often be found looking for new waterfalls or creeks to explore and enjoy.