Lisa Steele is a Partner with our firm’s Tax and Assurance Group, and has been with Baker Tilly since 1999. Lisa works primarily with owners and financial officers of real estate companies that develop, own, and manage their portfolios. She has experience addressing the business, tax, and accounting issues faced by closely held real estate companies.
Financial statement, income tax, and accounting services for real estate companies and high net worth individuals
Extensive work with family owned businesses and real estate entrepreneurs in meeting their estate and personal planning objectives
Acquisition, development, and sales of real estate
Tax incentives/tax deferred planning
Advising clients on partnership, LLC, trust, estate, and gift tax issues
American Institute of Certified Public Accountants
Virginia Society of Certified Public Accountants