The CPA Firm of John M. Lisa, CPA is a boutique accounting, tax, and consulting firm. We are the sweet spot between the solo practitioner and the medium size accounting firm.Our firm meets the needs of our clients, solves their problems, and saves them money. Clients who listen to our advice usually go to the bank more often than their competitors.
Our client base includes closely held businesses, estates, trusts, partnerships, and limited liability companies. Our services include income tax planning and preparation for individuals, corporations, estates, and trusts. Our accounting services include preparation of compiled financial statements, preparation of budgets and cash flow analysis, summarization of books and records, and controllership function for small to medium size businesses. Our firm represents clients before the Internal Revenue Service, State of New Jersey and State of New York. We utilize the services of the finest tax attorneys in the world to assist our clients when necessary.
John M. Lisa is a Certified Public Accountant licensed in New York and New Jersey. He is the Past President of the Bergen Chapter of the New Jersey Society of Certified Public Accountants. Mr. Lisa has an M.B.A. from New York University’s Stern School of Business with a concentration in taxation and finance. He received his B.S. cum laude in accounting from Saint Peter’s University. Mr. Lisa taught accounting at the college level and has lectured before business and professional organizations. His work experience includes six years at two “Big Four” CPA firms prior to establishing his firm which is celebrating its 36th anniversary.
The CPA firm of John M. Lisa has successfully completed nine independent peer reviews of its accounting practice. The firm is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.