Navigating the New Form 6765: What Taxpayers Need to Know About R&D Credit Reporting
The IRS finalized Form 6765 changes, introducing expanded R&D credit reporting requirement
Expertise
Lisa A. Extance
Senior Manager
CPA
Biography
Lisa is a Senior Manager in Tax Group and has over 15 years of experience in public accounting. She provides tax compliance and planning services to small businesses, individuals, fiduciaries, and foundations. Lisa tailors these services to each individual by attaining an understanding of their financial portfolio and their overall financial goals. She works closely with each client financial advisors and attorneys to assist with tax compliance and tax savings strategies.
Lisa lives in North Carolina with her husband and son. When she is not working, she enjoys traveling to new locations with the family camper.
Involvement
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MSCPA)
- North Carolina Association of CPAs
Education
- Bachelor of Business Administration from Western Connecticut State University
- Masters in Business Administration from Jones International University
RESOURCES
Insights & Thought Leadership
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