Lisa C. Potter, CPA

Experience

Lisa has over 20 years accounting experience in both the public and private sectors. She works on a wide variety of corporate, partnership and individual taxation issues and has chosen to specialize in nonprofit taxation. Additionally, Lisa teaches courses to the nonprofit sector, covering a range of topics including Form 990 preparation, donor recordkeeping and general compliance issues.

Areas of Concentration

Tax and business consulting for nonprofit organizations, businesses and individuals Internal Revenue Service notice and audits for all types of entities as well as individuals

Professional Certifications

Certified Public Accountant, licensed in Texas

Professional Associations

Texas Society of Certified Public Accountants
American Institute of Certified Public Accountants

Professional Certifications

Speaker at nonprofit functions
Course instructor for members of the nonprofit community

Education

Bachelor of Science with concentration in accounting Oklahoma City University, 1988

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