Lisa G. Pileggi, CPA

Director-in-Charge, Tax Strategies and Real Estate Industry Group Co-Leader

Areas of Specialization

Lisa is the Director-in-Charge of Kreischer Miller's Tax Strategies group. She takes a relationship-centric approach to working with her clients, Kreischer Miller’s Tax Strategies group, and the firm as a whole.

She is a trusted advisor to her clients, providing tax and business advisory services for a broad range of privately-held businesses including real estate developers and investors, construction contractors, manufacturers, and distributors. Lisa specializes in educating her clients, helping them maneuver their evolving business needs and become comfortable with the unknown. She helps her clients navigate various business cycles (i.e., growth, maturity, and exit), advising them on the corporate and individual tax-related implications of M&A transactions, succession planning, and changing tax laws. She has also assisted taxpayers in audits with the Internal Revenue Service and various states.

Lisa serves as an instructor for Kreischer Miller’s in-house professional and soft skills training program, and serves as a career counselor to help team members identify and navigate their career paths within the firm as well as in the accounting profession. She is also a leader of the firm’s Real Estate Industry Group.

As the Director-in-Charge of Kreischer Miller’s Tax Strategies practice, Lisa provides strategic leadership and management of the group, including recruiting, training, team member development, and serving as a resource on technical matters.

Background

Lisa joined Kreischer Miller in 2004 as a Staff Accountant in the Tax Strategies Group. Prior to joining Kreischer Miller, she worked as an Internal Revenue Agent with the Internal Revenue Service where her responsibilities included conducting income tax examinations of small to mid-size companies.

Professional and Business Affiliations

• American Institute of Certified Public Accountants – Member
• Pennsylvania Institute of Certified Public Accountants – Member
• Risk Management Association – Board Member

Education and Certifications

• Certified Public Accountant in Pennsylvania
• B.S. – Accounting, Cabrini College