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Diana Lewis

CPA

Diana Lewis

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!

“Our business is so much more accurate and efficient now. That automation has reduced our fulfillment expenses by 50% and cut customer service costs in half. Plus we’re getting products into the hands of our customers much more quickly which is great for customer satisfaction.”
Chris Kolodziejski (Owner)
Chella