We are the sweet spot between the solo practitioner and the medium size accounting firm
Welcome to the John M. Lisa CPA Firm
1. Estate Planning
2.Financial Planning
3.Income Tax Planning
4.Corporate Tax Planning
Your goals are
our priority
At John M. Lisa, CPA, we are a boutique accounting, tax, and consulting firm that offers personalized service and expertise. We pride ourselves on being the perfect balance between a solo practitioner and a mid-sized accounting firm.
Our mission is simple: to meet the needs of our clients, solve their problems, and save them money. Clients who implement our expert advice often see tangible improvements in their financial success, giving them a competitive edge in their industries.
Why Choose Us?
Personalized Service
We provide tailored advice and one-on-one relationships with our clients.
Expert Solutions
With 43 years of experience, our firm has the knowledge and expertise to guide you.
Real Results
Clients who follow our advice often outperform their competitors and see measurable financial benefits.
Our Clients
We serve a diverse range of clients, including:
- Closely-held businesses
- Estates and trusts
- Partnerships
- Limited liability companies (LLCs)
Whether you are a small business owner, an individual in need of financial guidance, or an estate/trust manager, we have the experience and tools to meet your specific needs.
Celebrating 43 Years of Service!
For over four decades, our firm has been a trusted partner for individuals and businesses seeking reliable accounting, tax, and consulting services. We combine extensive knowledge, experience, and personal attention to help our clients achieve their financial goals.
Our customer reviews
