Lisa M. Kellermann

Paralegal

Overview

As a tax accountant in the firm’s Tax and Trusts, Estates & Succession Planning Service Groups, Lisa offers the firm’s clients a unique blend of expertise. Lisa has over 30 years of accounting and commercial experience with international manufacturing companies and small businesses. Having held roles such as Group Controller and Commercial Director at a local Fortune 500 company, Lisa brings a wealth of financial acumen to her role which benefits the firm’s corporate and individual tax clients.

She is adept at collaborating with attorneys to provide comprehensive support for our corporate clients, ensuring compliance with ever-evolving tax regulations. Her expertise extends to the Manufacturing and Real Estate industries, where she leverages industry-specific knowledge to address nuanced tax challenges and optimize financial strategies.

Lisa's proficiency also shines in the individual tax arena, where she assists clients in navigating complex tax codes to achieve optimal outcomes. Lisa's commitment to excellence and her ability to integrate her accounting expertise into the legal landscape make her a valued asset to the firm’s clients and attorneys.

Education

UW Whitewater, M.B.A., 1993

UW Whitewater, B.B.A., 1985

Languages

  • Spanish
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