Lisa Bailey

Lisa Bailey, CPA

Senior Manager

317.472.2530
Email: lbailey@somersetcpas.com
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Lisa is a senior manager within our Tax department. Prior to joining Somerset, Lisa gained extensive experience working for Big Four accounting firms providing tax compliance, tax due diligence, tax structuring, and tax accounting services for public and privately-held companies in the transportation, financial services, technology and manufacturing industries. Lisa also has prior experience as the tax director of a multi-dimensional tax department with a former major publicly-traded airline. Lisa acts as a technical resource for complex corporate and partnership tax matters and income tax provision specialty topics—including restructuring, acquisitions, divestitures, distributions and liquidations. She has co-authored published tax articles, and delivered lectures on various tax topics.

A competitive masters runner, Lisa has competed in four Ironman distance triathlons.

EXPERTISE

  • Mergers and Acquisitions
  • Accounting for Income Taxes
  • Consolidated Returns

EDUCATION

  • BS —Accounting, Indiana University, South Bend
  • MBA — University of Notre Dame

PROFESSIONAL AFFILIATIONS

  • American Institute of CPAs — Member
  • Notre Dame Club of Indianapolis — Member

COMMUNITY AFFILIATIONS

  • Humane Society of Indianapolis — Former Board and Committee Member
  • Mobile Mutts Rescue Transport