Lisa specializes in tax planning, tax compliance, and tax preparation services for high-net-worth clients, flow-through structures, and corporations. She also assists businesses with the tax requirements of their initial registration and maintains ongoing tax compliance.
Lisa regularly researches tax law and develops strategic plans to minimize clients’ income and estate tax liabilities.
Service
Education
Bachelor of Science, Nichols College
Certifications
Certified Public Accountant
Professional Affiliations
American Institute of Certified Public Accountants
Greater Washington Society of Certified Public Accountants
Maryland Association of Certified Public Accountants