Lisa A. Mrkall, CPA, MBA

Lisa specializes in tax planning and wealth management strategies for high-net-worth individuals, families and closely held business owners. As a Partner in the Tax Department and the firm’s Trust & Estate Practice Leader, she works with clients on individual and small business tax planning, consulting and compliance, as well as trust and estate matters. Her experience includes estate and trust taxation, wealth preservation, business succession planning and generational wealth transfer.  

Bringing both CPA and Personal Financial Specialist (PFS) credentials to her work, Lisa integrates tax and financial planning when helping clients navigate complex financial decisions and long-term goals. She began her accounting career in 2001 with Gaines Metzler Kriner CPAs & Consultants. Lisa joined Tronconi Segarra & Associates in 2006 and progressed through several roles before becoming Partner.  

A Grand Island native, Lisa continues to call the community home with her husband, Skip, and their two daughters. Outside of work, she enjoys reading, cooking, gardening, golf and tennis, along with live music and theater. She is also an avid Buffalo Bills and Sabres fan and regularly serves on committees at her church on Grand Island 

Professional Experience 

• Tronconi Segarra & Associates 
  Partner 
  Principal 
  Senior Manager 
  Manager 
  Supervising Senior Accountant 
  Senior Accountant 
  Joined firm in 2006 

• Gaines Metzler Kriner CPAs & Consultants 
  Senior Tax Accountant, 2001 to 2006 

Areas of Expertise 

• Individual and small business tax compliance and consulting 
• Trust and estate tax planning 
• High-net-worth individual tax planning 
• Wealth preservation and generational wealth transfer 
• Business succession planning 

Education 

• Canisius University 
  Master of Business Administration in Professional Accounting, 2001 

• State University of New York at Buffalo 
  Bachelor of Arts in Health & Human Services with a concentration in Gerontology, 1995 

Licenses & Professional Affiliations 

• Certified Public Accountant, New York 
• Personal Financial Specialist 
• American Institute of Certified Public Accountants 
• New York State Society of Certified Public Accountants 
• New York State Society of Certified Public Accountants, Buffalo Chapter Board of Directors, Secretary, 2021 to present 
• New York State Society of Certified Public Accountants, Buffalo Chapter, President, 2019 to 2020 
• New York State Society of Certified Public Accountants, Taxation of Individuals Committee 
• New York State Society of Certified Public Accountants, Estate & Trust Administration Committee 
• New York State Society of Certified Public Accountants, State Board of Directors, Vice President of Chapters, 2021 to 2022