Suite of Services
Creating long-term value with expert guidance and care. Our main goal is growth.
John M Lisa CPA
Principal
We provide strategic tax planning and preparation services for individuals and businesses to minimize tax liabilities and ensure compliance. Our expertise covers:
- Individuals
- Corporations
- Estates and Trusts
We help businesses manage their financial records and provide essential accounting support, including:
- Preparation of compiled financial statements
- Preparation of budgets and cash flow analyses
- Summarization of books and records
- Controllership functions for small to mid-sized businesses
We assist in minimizing tax liabilities, ensuring efficient asset distribution, and providing financial strategies to preserve wealth for beneficiaries:
- Financial analysis and wealth assessment
- Tax optimization strategies
- Estate liquidity planning
- Trust and will planning
- Charitable giving strategies
- Beneficiary designations
- Retirement accounts planning
- Wealth transfer strategies
- Coordination with professionals
- Review and update of estate plan
- Business succession planning
- Education and guidance
We assist in analyzing income, expenses, and investments to create strategies for budgeting, saving, and achieving long-term financial goals:
- Financial goal setting and assessment
- Budgeting and cash flow management
- Retirement planning
- Tax planning
- Education planning
- Estate and legacy planning
- Debt management
- Wealth management and preservation
- Business and succession planning
- Retirement income planning
- Monitoring and periodic review
- Philanthropic and charitable giving
Facing tax challenges can be stressful. We provide expert representation for clients before:
- The Internal Revenue Service (IRS)
- The State of New Jersey
- The State of New York
When necessary, we collaborate with top-tier tax attorneys to ensure the best possible outcomes for our clients.