Diana Lewis
CPA
Field of Expertise: Trust & Estate taxation, planning & accounting, closely held Businesses & Individual tax planning
Education: CPA, BA in Business Administration with an emphasis in accounting from California State University, Fullerton.
Background: Diana came to Walpole with a wealth of experience as a CPA. She began her career in Orange County with a national accounting firm in 1983. She held private industry positions as a Financial Reporting Manager and Controller for public companies. Since 1999, she has worked for several central coast public accounting firms specializing in tax with a focus on trust and estates.
Diana is actively involved in several local affiliations, including Channel Islands Chapter CalCPA (Board Member) and CalCPA Santa Barbara CPA Discussion Group (Chair). She has been on the State Nominating Committee for CalCPA since 2016 and is on the CalCPA State Committee on Estate Planning. Diana works on our Estate & Trust Team and assists with the Individual Tax Team as well. She enjoys traveling with her husband, gardening, and hiking, loves the beach and is thrilled to have a new grandbaby!
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“Before Walpole, we never truly knew how much our products were costing us. As it turns out, there were some products that weren’t profitable and others that actually cost us money to sell. Needless to say, we’ve made the adjustments.” “I’ve recommended them multiple times and will continue. They are a great company to work with.”Aaron Gaston (Vice President)
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