Sunisa Motta is the Operations Manager at Inclinevest, where she oversees client service coordination and the tax and administrative work behind every financial plan. She is an Enrolled Agent (EA), a credential granted directly by the IRS after passing a rigorous three-part exam covering individual taxation, business taxation, and representation before the IRS. Enrolled Agents are one of only three types of tax professionals authorized to represent taxpayers before the IRS, alongside CPAs and attorneys.

Sunisa has also earned CERTIFIED FINANCIAL PLANNER® certification, widely regarded as the gold standard in financial planning. Achieving this designation required completing rigorous coursework in financial planning, retirement, tax, estate, and investment strategy at the College for Financial Planning in Denver, passing the comprehensive CFP® exam, and meeting the CFP Board's experience and ethics requirements.

Sunisa is originally from Thailand and is one of a small number of Thai CFP® professionals in the country holding both an EA and CFP® designation. She brings several tax seasons of professional tax preparation experience in Parker, Colorado, and holds a bachelor's degree in Business. At Inclinevest, she especially enjoys helping women feel more comfortable and empowered making financial and tax-related decisions.