Lisa Toy is a director with Baker Tilly. She has more than 20 years of experience in federal and state and local income tax (SALT) work, particularly with payroll, gross receipts tax and accounting. She serves as a trusted advisor to her clients, which include corps, S-corps, partnerships, LLCs, trusts and individuals.
- Business and accounting services, including quarterly tax planning for high-net-worth individuals
- Representation of clients before taxing authorities (IRS, FTB, various multiple states, etc.)
- Tax advisory, planning and compliance for partnerships, corporations, individuals and trusts
- Multistate taxation
- Real estate and investment advisory partnerships
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)