Lisa M. Wood, CPA, MT – Director, Tax Services
Lisa M. Wood, CPA, MT serves as a Director in the tax department at Whalen & Company. She specializes in tax strategy for closely-held businesses and related entities. Lisa has worked for over 20 years in the field of accounting, including roles as partner and owner in public accounting firms, and has extensive experience consulting for group residences for individuals with developmental disabilities. She joined the firm in 2015 when the practice she co-owned, Earman & Wood CPAs, merged with Whalen & Company.
Lisa earned three bachelor’s degrees in accounting, finance and business pre-law from Ohio University, before completing her Master of Taxation from the University of Denver. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants as well as the Ohio Society of Certified Public Accountants, and serves on the Hilliard Board of Tax Appeals.
Contact Information: Lisa.Wood@whalencpa.com or 614-396-4200