SPECIALISTS
Lisa G. Roy
Managing Director, Citrin Cooperman Advisors LLC
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 Today
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Building client relationships is essential to helping you achieve your financials goals while growing your business and net worth.