Terri Lillesand

CPA
Shareholder
P: 920-803-3135

Terri has extensive tax experience including compliance and planning work for corporate, individual, partnership, non-profit and fiduciary taxpayers; compliance and planning for state and local tax issues; representation of taxpayers before the Internal Revenue Service and state departments of revenue; and presentation of speeches and seminars to clients and professionals.

Terri has been with Schenck since 1991, became a shareholder in 2003, and was named head of Schenck’s firm-wide tax practice in 2014. Prior to joining the firm, Terri spent three years in the tax department of a large international firm.

Accomplishments

  • Given more than 150 presentations to local, state-wide, national and international organizations on a variety of topics including health care reform, tax planning, and net investment income tax

Education

University of Wisconsin–Madison, BBA, Accounting

Professional memberships

  • Wisconsin Institute of Certified Public Accountants, Board Member
  • American Institute of Certified Public Accountants, Affordable Care Act Task Force Member   

Community involvement

  • Sheboygan County Chamber of Commerce, President and Board Member
  • Sheboygan Economic Club
  • Amazing Grace Equine Sanctuary, Volunteer
Terri Lillesand's Recent Articles View all

Tax Cuts and Jobs Act: Turning tax planning into an art

Tax reform has had a sweeping effect on tax strategies for many taxpayers. Terri Lillesand, leader of Schenck’s tax practice, shared a few tax planning ideas in an article featured in On Balance, the bimonthly magazine of the Wisconsin lnstitute of Certified Public Accountants.

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Tax Central: Affordability test threshold increases for 2019

The IRS recently announced new health care affordability thresholds for 2019. Make sure you’re compliant or risk a potential penalty.

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