Lisa Donnelley, CPA, PFS
Partner
Lisa’s path to becoming an accountant began in high school, where she first acquired a love for puzzles and uncovering the right pieces to solve any issue. After completing her AA in Bookkeeping from the College of Southern Idaho and her BBA in Accounting from Boise State University, Lisa built a long-standing career beginning with LeForgee, Rogers & Evans which, later becoming Ataraxis Accounting and Advisory Service. She became the Managing Partner in 2015. With over 39 years in tax and accounting, she works with various industries, including small to medium-sized agriculture, retail, and construction companies, with long-term strategic planning. Lisa was drawn to Harris for the firm’s high standards and professional ethic, and like her own firm, she took a particular interest in the strong continuity among its teams and staff. In addition to her CPA license, Lisa also offers her clients specialized expertise as a Personal Financial Specialist (PFS). On top of her accomplishments, she has proudly served as the treasurer for both the Twin Falls Public Library Foundation and the Magic Valley Arts Council.
As a running enthusiast, Lisa enjoys volunteering for fun runs sponsored by Magic Valley Trail Enhancement and running with her friends. When she isn’t helping clients, you can find her working in her garden or relaxing with a good murder mystery book. With her husband of 40 years, Lisa shares two beautiful daughters and four grandchildren.
Education:
- BBA - Accounting, Boise State University
- AA - Bookkeeping, College of Southern Idaho
Professional Designations and Civic Associations:
- Certified Public Accountant - Idaho
- Member, American Institute of Certified Public Accountants
- Member, Idaho Society of Certified Public Accountants
- Personal Financial Specialist
- Board Member - Women's Giving Connection Magic Valley