Lisa Cote

Senior Manager

Prior to joining Carlin & Associates in August 2021, Lisa began her career as an Assistant Controller for a San Francisco based venture capital group where she was able to hone her accounting skills. After ten years, she joined the Tax Compliance Group at Ernst & Young. This is where she first worked with Patrick Carlin, Candeance Nukala and Tricia Lawrence for six years. In those years and the following couple of decades, Lisa has been providing clients with tax compliance and planning services to businesses and their owners including individual, corporate, partnership, trust and estate planning in a variety of industries. Lisa is an Enrolled Agent and a member of the National Association of Enrolled Agents and the Oregon Society of Enrolled Agents.

Email Lisa Cote

(415) 530-3450