Our People
Lisa Warner

Lisa Warner

Director, Tax
Location: Santa Rosa |
Areas of Expertise: Flow-Through, Private Client Services, Tax Planning & Compliance

Lisa is a Director in BPM’s Tax practice and supports clients in the North Bay and beyond from BPM’s Santa Rosa office. She has over 20 years of experience in public accounting.

Lisa specializes in consulting, planning and preparation of privately held business entities and individual tax returns. Before joining BPM in 2018, Lisa worked at a variety of smaller public accounting firms in the North Bay. This experience has led her to have a small firm touch with the resources of a large firm.

A native of the area, and graduate of Sonoma State University, Lisa understands BPM’s North Bay clients on a deep level and uses that knowledge to connect with business leaders and community members who are clients and colleagues.

Quick facts


Enrolled Agent


BS/Business Administration, Accounting – Sonoma State University