Four Things Your CPA Might Miss in Preparing Your Taxes

A headshot of associate Lisa Borrelli. She has long black hair and she is wearing a black suit.
Lisa Borrelli, CPA, MT
  • Bryn Mawr Capital Management
2 min read
February 9, 2024
A group of people sitting around a laptop computer.
A headshot of associate Lisa Borrelli. She has long black hair and she is wearing a black suit.
Lisa Borrelli, CPA, MT
  • Bryn Mawr Capital Management

Lisa Borrelli works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2019.

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