Lisa Szargowicz

Shareholder

Background:

• Over 20 years experience

• Director of Tax Services

Education:

• Bachelor of Science degree, University of Massachusetts

• Master of Science degree in taxation, Bentley College

Membership:

• American Institute of Certified Public Accountants

• Massachusetts Society of Certified Public Accountants

• Rhode Island Society of Certified Public Accountants

• Member, Bristol County Estate Planning Council

• Membership in Beta Gama Sigma

Activities:

• Charlton Memorial Hospital Business Council, Chairperson

• AICPA E-file Task Force, Former Chairperson

• Charlton School of Business at the University of Massachusetts – Dartmouth, Adjunct Professor

• The Tax Advisor , Technical Editorial Advisor

Other:

• Lisa is a frequent writer and speaker on tax planning and compliance issues affecting individuals and businesses. Lisa served as the chairperson of the American Institute of Certified Public Accountants’ E-File Task Force and in 2004, she discussed the advent of electronic tax filing and electronic tax payment options as a panelist on the Washington D.C. based Tax Talk Today program. Tax Talk Today is a series of live, Internet-distributed television programs sponsored by the Internal Revenue Service.

• Recognized in 2004-2005 Who’s Who in Executives and Professionals

Contact Information:

Ext 235
lszargowicz@rpz-cpa.com