Overview
As a tax partner, Lisa works with high-net-worth individuals and families. Her hands-on approach and emphasis on learning about her clients helps her identify all possible tax savings strategies and provide comprehensive services that go above and beyond all expectations.
Experience
She provides comprehensive tax planning, compliance, and consulting services for high-net-worth individuals and families as well as professional services with a concentration in law firms and law firm attorneys. Lisa specializes in individual and business tax compliance, comprehensive short- and long-term tax planning, as well as consulting services related to the integration of tax and estate planning for wealth transfers.
She takes a holistic approach in providing her clients with overall tax strategy and planning, which has enabled her to identify tax saving opportunities, assure compliance is met, and provide guidance on financial planning decisions.
Education & Affiliations
Lisa earned her Master’s in Business Administration and Bachelor’s in Accounting from Mount St. Mary’s University in Emmitsburg, Maryland. She is a Certified Public Accountant (CPA) licensed in Maryland, a member of the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA). She was the recipient of the MACPA’s Emerging Leader Women to Watch award in 2017, a consistent winner of the Washingtonian Top Tax Accountant award, and one of the Top 50 Women Leaders of Maryland in 2023.
Insights
