Services For Individuals
Our Individual Accounting Services
Managing your finances is a full-time job in and of itself. If you’re like many other Americans, then you’re already devoting that time in addition to all of your other obligations. No more. At Steven Lissner & Company, we clock the hours to preserve your personal wealth through every stage of life so you can enjoy some worry-free R&R.
Let Us Help You…
For some people, life is a cascading series of unfortunate financial events that never seem to go quite their way. For others, the ride is smooth and uninterrupted. Regardless of your personal situation, everyone has expenses. Everyone hopes to save for retirement. Everyone has potential areas in their personal finance that could be scrutinized more closely to detect lost opportunities.
When it comes to those aspects of your life, you’re going to want the oversight of a skilled professional. Someone who understands how to properly minimize risk while simultaneously maximizing potential investment returns. Our financial wizards do just that. We mobilize our 30 plus years of experience to help you identify the steps required for financial success and execute them. Our individual financial services include:
- Personal Finance Planning: We provide each client with a comprehensive financial plan that helps to manage risk, improve performance, and ensure the growth and longevity of your wealth.
- Family Financial Services: When it comes to your family’s long-term financial solvency, Steven Lissner & Company offers an assortment of different tax planning and financial services. We create financial plans that suit the specific needs of each client’s individual situation and personal goals. From retirement planning to investing in your child’s educational future, our Morris County certified public accounting firm is committed to helping clients plan for all life’s ups and downs.
- Estate Planning: Traditional estate planning involves complex asset transfer techniques that require a skilled eye and attention to detail. Our team of financial experts works around the clock to ensure none of the important details fall through the cracks.
- Elder Care: Your parents and other elderly relatives have financial, residential, and medical needs just like anyone else. The goal of elder care in financing is to ascertain that these needs are extensively addressed, ensuring that your loved ones are properly cared for.
While it is true that a lot of accounting requires hunching over and crunching the numbers, ultimately, there is a lot more to finance than just that. Our accountants pride themselves on the rapport that we build with each of our clients. We accomplish this by making ourselves available and communicating openly with every person who walks through our door. We believe that you deserve no less than the absolute best! And, we deliver just that.