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About Us

About Our Firm

For years, Lisa D. Ingram, CPA, P.A. has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Lisa D. Ingram, CPA, P.A. is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Lisa D. Ingram, CPA, P.A. is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Lisa D. Ingram, CPA, P.A. receive competent and timely advice.

Our Team

Lisa D. Ingram, CPA

lisa@ingram-cpa.com

Lisa Ingram has 35 years of diverse business experience in both the public and private sectors. Areas of expertise include accounting, taxation, business management, and information technology. Strengths include being dependable and accurate with excellent interpersonal skills.

Education
Lisa Ingram graduated summa cum laude from West Virginia University in 1982 with a B.S. degree in Business Administration (major: accounting). She received her Master of Professional Accountancy (MPA) from WVU in 1983.

Certifications
Lisa Ingram became licensed as a Certified Public Accountant in Maryland in 1985.
QuickBooks ProAdvisor
Notary Public

Professional Experience
Lisa Ingram founded Lisa D. Ingram, CPA, P.A. in 2001. Immediately preceding this she was the CFO for a large equipment company for 11 years. Prior positions include controller for a property management company, as well as staff and senior accountants for international and local public accounting firms. Lisa also taught accounting and finance classes at WVU for a year following graduation.

Professional Associations
American Institute of Certified Public Accountants
Maryland Association of Certified Public Accountants
2018 Women To Watch Experienced Leader Nominee
West Virginia University Alumni Association
Beta Gamma Sigma

Other
Lisa Ingram is also the President and Treasurer of Friends of Anne Arundel County Animal Care & Control, Inc., a nationally recognized and registered 501(c)(3) nonprofit dedicated to saving the lives of shelter animals. Their mission is “to enrich the lives of the shelter animals, to promote their adoption and rescue, and to reduce their euthanasia.” Voted Best Local Non-Profit Organization for 2015, 2016, and 2017.
Volunteer at county animal shelter

Melissa Lokaitis

melissa@ingram-cpa.com

Melissa Lokaitis joined the firm in November, 2018. She has a B.S. in Accounting from Sacred Heart University and an M.B.A. in Finance from Fairfield University. She has 17 years of Corporate Accounting and Finance experience. Her responsibilities include accounting assistant and office manager. Melissa oversees tax return setup, payroll, accounts receivable, accounts payable, and QuickBooks bookkeeping.

Shannon Otto

shannon@ingram-cpa.com

Shannon joined the firm in March, 2018. She has a B.S. degree from Salisbury University where she majored in Elementary Education. Shannon also has a M.Ed. degree in Administration from Towson University. She currently acts as an accounting assistant where her duties include data collection for tax returns, bookkeeping, and communicating with clients.

 

 

  • Lisa D. Ingram, CPA, P.A.
  • 7919 Darby Lane
  • Severn, MD 21144
  • Telephone: (410) 969-0220
  • Fax: (410) 969-8989