SPECIALISTS

Lisa G. Roy

Managing Director, Citrin Cooperman Advisors LLC 

Lisa Roy

Experience

Lisa is a managing director in Citrin Cooperman’s Tax Practice with over 20 years of experience with business and individual taxation.

Lisa provides a wide variety of accounting, tax and consulting services to closely held businesses and high-net-worth individuals. Lisa has extensive knowledge of general accounting as well as business and individual taxation. Lisa works closely with clients and advises them on various aspects of their business. Lisa has extensive experience in areas such as real estate, contractors, professional practices, healthcare, and retail.

Previously, Lisa was a senior tax manager at Gettry Marcus (GM), which joined Citrin Cooperman in 2023.

CREDENTIALS

Education

B.S. in Accounting, Champlain College

Licenses

Certified Public Accountant in the State of Vermont

WORK-LIFE BALANCE

Outside the Office

Lisa likes to read, cook, vacation, and spend time with her family.

Get in touch with Lisa G. Roy today.

Fill out the form below to get in direct contact with Lisa G. Roy and start your personalized consultation journey.

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Building client relationships is essential to helping you achieve your financials goals while growing your business and net worth.

Get in touch with Lisa G. Roy today.

Fill out the form below to get in direct contact with Lisa G. Roy and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

Lisa Roy
Home Office
icon JERICHO SUITE 342: T: (516) 931-3100