Lisa Steele

Lisa Steele

Partner, CPA · +1 (703) 923 8573

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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

Cost segregation

American Institute of Certified Public Accountants

Virginia Society of Certified Public Accountants

Location

Washington DC

Education

Virginia Tech
Master of Accountancy
Bachelor of Science in accounting