Lisa McCreedy

CPA | Senior Manager

About

With Lisa’s long history of involvement in both the tax and dance professions, it’s safe to say her accounting recommendations are always en pointe!

When she’s not attending or volunteering with the ballet, Lisa works as a senior manager in the Clark Nuber’s Tax Services Group. She primarily assists not-for-profit organizations, including a variety of public charities, private foundations, and organizations with international activities. Lisa enjoys having personalized conversations with her clients and engaging them in their fiscal education and empowerment.

Practice Emphasis

  • Tax compliance for public charities, private foundations, and pass-through entities
  • Tax consultation on a variety of federal and international topics relevant to not-for-profits
  • IRS correspondence

Proven Results

  • Participate in tax consultation related to new international tax activities and foreign entity creation by domestic organizations
  • Assist with interpretation of new tax laws and regulations
  • Actively involved in implementation of new software programs to increase team efficiency
  • Instructor of a variety of in-house trainings on Form 990, Form 990-PF, Schedule K-1 investments, and foreign informational filings
  • Instructor of various Clark Nuber sponsored external webinars related to tax planning and tax basics for not-for-profit organizations

Education

  • Oregon State University, Bachelor’s Degree in Merchandising Management
  • Seattle University, Master’s Degree in Professional Accounting

Activities

  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • Association of Fundraising Professionals, treasurer for Advancement Northwest Chapter
  • Pacific Northwest Ballet, volunteer

My Life by the Numbers

1

Hiker’s first aid kit

3

College majors

7

Seattle neighborhoods lived in

64

Pairs of earrings