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Financial Guides, Tax Strategies, and More!
Where there’s a will, there’s a way. And, where there’s a way, there’s a guide. We provide our clients with answers. Feeling lost? Here’s a brief summary of each guide that’s available on our website:
- Life Events: Planning a vacation? About to tackle some hefty student loans? Or, perhaps, you’ve just received a humongous raise. Life comes at you fast, so it’s best to be prepared. For the ever-changing cascade of accidents that is life, this guide is here to help you through it.
- Business Strategies: Just opened a small business? Or, maybe you’re a veteran of your industry. Either way, you’re going to need a solid financial strategy in order to become successful. Where do you want to be? How are you going to get there? This guide has it all.
- Investment Strategies: Your money doesn’t have to be stagnant. Now, more than ever, we are in the age of passive income. What are you going to do with the money in your 401k account? Do you have stock market investments? What should you do with your money? Choose this guide to find out more.
- Tax Strategies for Business Owners: If you’re just starting out as a small business owner, chances are you aren’t aware of all the opportunities to reduce the amount you pay in taxes. We can help you with that. Start saving for retirement and take steps to reduce your self-employment tax.
- Tax Strategies for Individuals: Annuities. Chances are, you’ve heard this word before, but what exactly does it mean? Simply put, this is a sum of money that is paid to you or some other entity at a regular interval. Of course, there are many different types of annuities. Want to learn more? Find out in this guide.
- Frequently Asked Questions: Maybe you’re not sure which guide has the information that you require. Chances are, other people have been in the exact same boat. Browse this guide and discover the most frequently asked questions that we receive.
Tax Tips, Business Strategies, and More!
Build a successful financial strategy for your business.
Homeowners insurance hacks to lower your premium.
Invest in your future now & watch your wealth grow.
Financial Life Events
Ace these crucial life events in finance & prosper!
Tax Tips – For Businesses
Tax tips for you business that ensure your wealth.
Tax Tips – For Individuals
Take advantage of these end-of-year tax hacks.
Request a Financial Consultation
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Hear From Our Clients!
Last year I gave you all a heartfelt, 5-star rating and I would have given another one this year but there isn’t a place for me to give a another review on Google. Maybe I can only give one review. Just know that I tried and that if I could I’d give you another five gold stars, I would. Thank you for being an excellent accounting firm!
Amazing accountant!! I was previously using an accountant who was doing wrong by me and Steven called it out for which I am extremely grateful. I'll be using him as my personal and business accountant from here on out.
Steven Lissner & Company is a rare find... They're extremely knowledgeable, friendly, and helpful!! I highly recommend Steven Lissner and his great team for anyone looking for fair and honest accounting services.
Amazing accountant and a really experienced one! Gets things done in a timely manner and the communication is always clear and to the point. Great service either for personal or business taxes.
Steve was referred to us from a friend a few years ago. He has been amazing! He makes the process for both our personal and business so easy, and has given great advice that has saved us A LOT of money! I highly recommend them! Everyone I've sent to him says the same!
Extremely knowledgeable and thorough, very fun to talk to too! We will be using Steve from this point going forward!