Lisa Masotti, Supervisor. With three decades of experience in accounting and taxation, Lisa is an Enrolled Agent dedicated to helping individuals, businesses and trusts navigate complex financial and tax matters. She has been practicing as an accountant since 1996, building a reputation for accuracy, integrity, and client-focused service.
As an Enrolled Agent, she is federally authorized to represent taxpayers before the Internal Revenue Service and has successfully represented clients before the IRS and various state tax agencies, resolving audits, tax disputes, and compliance issues.
Lisa earned her bachelor’s degree from the University of Dayton and her master’s degree from the University of Bridgeport.
