Lisa Capizzi

Lisa Capizzi, CPA, is the managing partner and one of the founding partners of Nacca & Capizzi.  I spend time working with clients in the areas of tax, estate planning, designing accounting systems, wealth planning and strengthening  client relationships that meet and exceed their expectations.

I graduated from St. John Fisher College with a degree in Accounting and started my career with Price Waterhouse Coopers, as an auditor and tax preparer.  After a few years in public accounting, I tried the world of banking and quickly realized I missed working in the public sector and returned to public accounting.  For the past 35 years, I developed my accounting practice alongside my partner, Joe Nacca, CPA.

My work with clients not only involves extensive tax planning, but also planning for a future away from their work and creating memories and experiences.  15 years into my CPA career, I became a licensed financial advisor and co-founded The Platinum Wealth Group with Bob Bleier.  I primarily work with non-attestation clients of our tax practice, focused on developing a trusted financial and tax advisor relationship.  Having both designations gives me a unique outlook when it comes to finances and the ability to see tax implications while focusing on my clients wealth and their hard earned assets.

Professionally I have been blessed to work with an amazing team of individuals and a diverse base of clients over the past many years.  I have developed life-long and cherished friendships with my co-workers and clients and I have learned a lot from them.  I take great pride knowing that my clients are successful and that they feel confident knowing that our firm has been able to provide guidance and support that their taxes are minimized, and their businesses are compliant and growing.

Any free time I have is precious and spending it with family and friends is time that I treasure.  Whether it is spending time doing outdoor activities, lending my help with ADLS, or maybe just chatting over dinner, this is what truly completes me.