LISA MCALLISTER, EA


Lisa McAllister

DIRECTOR OF TAX

Lisa McAllister is the Tax Director at Foresight Business Solutions with over 25 years of experience in tax compliance, planning and representation. While specializing in high net worth individuals and representation of taxpayers in front of the Internal Revenue Service and other taxing authorities, Lisa also has significant experience working with private family offices, not for profit organizations and other business entities. Lisa has worked with clients on various matters including resolving collections matters with the IRS and helping clients to strategically plan for major life events.

Lisa began her career in, what was then, a Big Six firm. From there, she spent time working in industry, but always returned to her roots in public accounting, where she feels she gets the best of all worlds by getting to work with and help clients, but where each day can bring new and unusual challenges. Prior to joining Foresight Business Solutions as the Tax Director, Lisa was a Tax Manager in the Philadelphia office of a regional firm where she focused on individual compliance and representation work.

Lisa graduated summa cum laude from Jefferson University (formerly Philadelphia University, formerly Philadelphia College of Textiles and Science). Lisa is an Enrolled Agent, licensed by the US Treasury to represent taxpayers in front of the IRS. She is a Fellow of the National Tax Practice Institute, the highest level of distinction in representation, as well as being a member of the American Academy of Tax Practice. Lisa is a member in good standing of the National Association of Enrolled Agents and serves on the Board of Directors of the Pennsylvania Society of Enrolled Agents.

Fun Fact: When she’s not working, Lisa enjoys planning her next vacation with her husband of a lot of years, Michael, and their twin teenaged daughters, Caty and Dani and regaling her friends on Facebook of her latest adventures and mishaps.

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