Assistance with audits of various tax returns, financial statements, and various insurance policies. Assistance and oversight of the creation of wills and trusts and related assistance in estate administration and filings with appropriate courts and regulatory authorities (legal services provided by 3rd party).
Lisa has been with the Weiss Advisory Group since 2006, and is our lead tax specialist. She began her accounting career as a staff accountant for Avon Products, Inc. She then moved into the public accounting sector, and prior to joining our firm, worked for two local CPA firms, both based in Westchester County.
Lisa has been with the Weiss Advisory Group since 2006, and is our lead tax specialist. She began her accounting career as a staff accountant for Avon Products, Inc. She then moved into the public accounting sector, and prior to joining our firm, worked for two local CPA firms, both based in Westchester County.
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