Manager – Tax
amshuster@lallycpas.com
412-348-3136
Download vCard
Areas of Specialization
- Tax planning and compliance for high-net worth individuals
- Taxation of Corporations, S-Corporations, Partnerships, and LLCs
- Representation before federal and state taxing authorities
- Accounting for small businesses
Experience
Alexis joined the firm in January 2018 as a Tax Associate after graduating with a B.S in Accounting from Seton Hill University. Alexis oversees family office services including complex strategies for wealth transfer, family partnerships, and closely held corporations. Alexis focuses exclusively on affluent families and their closely held businesses. She also represents clients before the Internal Revenue Service, and state and local taxing authorities.
Professional Affiliations
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
Education
- Seton Hill University – B.S. in Accounting (2017)
- Certified Public Accountant in Pennsylvania (2019)