squaresLisa Osofsky
Partner, Private Client Services Practice Leader

Lisa heads Mazars’ Private Client Services Practice and serves as a member of the Executive Committee. She is the trusted advisor to many successful individuals, entrepreneurs, and family groups and specializes in assisting with income taxation, estate and gift strategies, and integrated financial planning.

Lisa is a founding member of Mazars’ Tax Practice Board and is currently the Executive Committee representative to the Women at Mazars Steering Committee, acting as a high-level mentor and stakeholder for that group.

Lisa received the 2015 New Jersey Top 10 Public Accounting Professionals Award from the National Academy of Public Accounting Professionals. She was named a New Jersey Five Star Financial Services Professional in 2015 and 2016 and also received an honorable mention from the New Jersey Society of Certified Public Accountants (NJSCPA) 2016 “Women of Note.” In 2017, she was named one of NJBiz’s Best 50 Women in Business.

She received her BS in Accounting, summa cum laude, from the University of Hartford and her MS in Taxation from Seton Hall University. Lisa has been quoted by The Wall Street Journal, Money, Forbes, BusinessWeek and many other business and professional publications on various topics regarding financial planning and tax issues.



Industry Expertise

  • Private Client Services
  • Entrepreneurs
  • Individuals

Service Specialties

  • Individual Taxation
  • Estate and Gift Planning
  • Succession Planning
  • Personal Financial Planning
  • Tax Planning and Compliance

Licenses & Certifications

  • Certified Public Accountant, New York
  • Certified Public Accountant, New Jersey
  • Certified Financial Planner, Certified Financial Planner Board
  • Personal Financial Specialist, American Institute of Certified Public Accountants

Recent Media Coverage
“Young Americans Saving for Retirement,” The Hill, February 2017
“A Different Ball Game,” Private Asset Management, August 2016
"How to Teach Your Kids About Their Trust Fund", Podcast, Watching Your Wealth, The Wall Street Journal, June 2016









squaresLisa Osofsky
Partner, Private Client Services Practice Leader

Lisa heads Mazars’ Private Client Services Practice and serves as a member of the Executive Committee. She is the trusted advisor to many successful individuals, entrepreneurs, and family groups and specializes in assisting with income taxation, estate and gift strategies, and integrated financial planning.

Lisa is a founding member of Mazars’ Tax Practice Board and is currently the Executive Committee representative to the Women at Mazars Steering Committee, acting as a high-level mentor and stakeholder for that group.

Lisa received the 2015 New Jersey Top 10 Public Accounting Professionals Award from the National Academy of Public Accounting Professionals. She was named a New Jersey Five Star Financial Services Professional in 2015 and 2016 and also received an honorable mention from the New Jersey Society of Certified Public Accountants (NJSCPA) 2016 “Women of Note.” In 2017, she was named one of NJBiz’s Best 50 Women in Business.

She received her BS in Accounting, summa cum laude, from the University of Hartford and her MS in Taxation from Seton Hall University. Lisa has been quoted by The Wall Street Journal, Money, Forbes, BusinessWeek and many other business and professional publications on various topics regarding financial planning and tax issues.

Industry Expertise

  • Private Client Services
  • Entrepreneurs
  • Individuals

Service Specialties

  • Individual Taxation
  • Estate and Gift Planning
  • Succession Planning
  • Personal Financial Planning
  • Tax Planning and Compliance

Licenses & Certifications

  • Certified Public Accountant, New York
  • Certified Public Accountant, New Jersey
  • Certified Financial Planner, Certified Financial Planner Board
  • Personal Financial Specialist, American Institute of Certified Public Accountants

Recent Media Coverage
“Young Americans Saving for Retirement,” The Hill, February 2017
“A Different Ball Game,” Private Asset Management, August 2016
"How to Teach Your Kids About Their Trust Fund", Podcast, Watching Your Wealth, The Wall Street Journal, June 2016



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© 2017 Mazars USA LLP is an independent member firm of Mazars Group.