Access Our FREE Financial Guides
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!
Business Strategies
Build a successful financial strategy for your business.
Homeowners Insurance
Homeowners insurance hacks to lower your premium.
Investment Strategies
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.
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Hear From Our Clients!
Steve and Cathy are wonderful to work with. They make tax season as pain-free as possible. They pay attention to details and ensure your filing is optimized while done with the utmost integrity. They take the time to explain all aspects of the return(s) and are always available to answer questions as they arise (before, during and after the return is complete). I cannot recommend Steven Lissner & Company more for a comprehensive and thorough tax return as well as financial planning advice.
Laura Romeu
I’ve found Steve and his team to be very knowledgeable, responsive and personable. I have used their firm for a number of years and have always been satisfied.
Andy
I went to see Steven Lissner today for the first time and I can confirm that he will be my new CPA moving forward. Steven is very knowledgeable, honest, and professional in every way. He gave me confidence regarding my tax preparation and I look forward to having him do all of my tax returns. His office is also very welcoming and everyone working there are very nice. I highly recommend him to anyone who may be in need of a CPA. Thank you again Steven for all your help!
HR HR
Steven Lissner & Company prepared several returns for me earlier this year. This was the first time I used a CPA to prepare my taxes, as I have always done them myself. Steve and his team were very personable and easy to work with. Their secure client portal provided me with comfort in sending confidential information. I plan to work with Steve and his team for a long time and highly recommend them to anyone seeking a high-quality service delivered with a personal touch.
Martin Cauz
Great experience - we're a new client and Steve took the time to fully walk us through our tax questions and needs. Looking forward to working with them for years to come!
Jamie Johnson
My family feels cared for beyond tax season. There was a lot of un-clocked time spent in helping my family with a private sensitive financial issue. We highly recommend this company :0)
Kathryn Pommnitz
THE BEST!! Steven Lissner & Company is an outstanding accounting firm. Every aspect of our interactions have been top notch. Communication, truthfulness, helpfulness. I was also super impressed with their convenient and efficient system of being able to easily upload tax documents. Wonderful experience! I highly recommend I could go on. I'm totally delighted and thoroughly impressed. If you’re in need of some great accountants, look no further!
Y K
Outstanding service. Second year using this firm, and the service just keeps getting better and better. Everyone is extremely helpful and responsive. Handle my personal and small business. I would give them 10 stars if possible. Not one negative thing to say.
Tom McNulty
Working with this CPA firm, specifically Leonard, is an absolute pleasure. They handle the tax preparation for six trusts I oversee from my residence in Florida. They are thorough, efficient, organized and very knowledgeable. For ten years, I've been impressed and delighted with their service.
Thomas Pagano
Wonderfully quick and pleasant experiences three years in a row! Cathy is so sweet and personable and really makes the tax process painless.
Alicia Long
We have been using Steve and his staff for over 20 years. Always outstanding, timely and efficient work. Any questions are answered quickly. We are rest assured that our taxes are done correctly. Highly recommend!
DESIREE COUGLE
Steven Lissner is hands down the best accountant. Caring, professional, best guidance. I wouldn't trust anyone else!!
Hillary Wiegand
OUTSTANDING service! Knowledgeable, trustworthy, understands clients’ needs, (both present & future), is alway available when I have a question. I found Steve through referral sources & am grateful I found him. His staff is always courteous & on target, too.
Maria Mazzone
My wife and I recently had a consultation with Steven, and it was fantastic. He took the time to truly understand our needs and provided exceptional service. We would highly recommend him to our friends and family without hesitation!
Julio Nieves
Steven Lissner & Co have done my small business and personal.accounting for more than a decade. They always offer personal service with thoughtful advice, careful and honest preparation I can stand behind, reasonable rates and more patience than I deserve when I submit my information close to the deadlines. I’m.glad.to have the chance to recommend.them.
stephen rathe
We've been going to Steve for years and it is always great to work with, very professional and always get it done in time for us.
Eric Hufschmid
Our accountant retired and recommended Stevens firm. They are great! Very happy!
Nick Ferrotti
Been doing my taxes with Steve for years and never had any issues.
Bill Arroyo
Steve and Lenny did an outstanding job of preparing our returns this year that involved tax issues in three states. We have been clients of Lissner and Company for about ten years. Steve is also available to provide tax guidance and advice during the year. Virginia Clark and Bill Irwin recommend Lissner and Company without reservation.
Bill Irwin
This firm is simply the best. They patiently answer all your questions and take care of everything in a timely manner. Why go anywhere else?
Marc Shapiro
Steve has worked for us since 2013 and we are very satisfied. It's not just in preparing the returns; it's being responsive to questions during the year. We will continue to use him in the future.
Mark Jay
Steve and his staff do a stellar job with our taxes every year and this year even took on our two LLCs. He explains everything clearly including what we need and what we’re missing. Steve has been the accountant for my three older siblings for many years and we’ve been going to him for about 10 years. We live an hour away, but are able to electronically send our documentation seamlessly. If you make the change to Steve Lissner, you’ll be glad you did.
jeannebean66 (SEL by Jeannie)
Steve and Cathy are wonderful to work with. They take the time to make tax season as pain-free as possible. They pay attention to details and ensure your filing is done with the utmost integrity.
Laura Romeu
I’ve been with Steve and his firm for 10 yrs now, they have always been extremely knowledgeable on any tax situations that I have had.
Paul Ferrone
Great People here! Steve really knows his stuff. Always very professional, thorough and diligent, yet comfortably hospitable and friendly! Great looking Office Aquariums too!
Joshua Topp
I have been with this company for 25 years. The Best CPA Services Ever!!! Thank You Steve and The Team! Truly appreciated everyone for your excellent services. God Bless You All.
Joe Sutthasinwong
Steve is a trustworthy professional who I've relied on for over a decade, through cross-country moves and many life changes. He's always prepared our returns promptly and thoroughly, and has responded to any question I've had--whether in tax season or not--in short order. Highly recommended.
Ravind Grewal
Steve has been working with our family as the CPA for years now. He’s extremely knowledgeable, trustworthy and flat out good at his job. As long as Steve is in business, I won’t go to anyone else. Highly recommend.
Pat Gonabe
Steve has proven to be extremely helpful and professional throughout the years. Members of our family with varying financial needs continue to be well served by his firm. Steve and his staff are attentive and responsive to our needs, and we remain highly satisfied and confident in their services. We highly recommend him without reservation!
Benny Castillo
Steven has been doing our taxes for over 20 years. He is excellent and we are always very satisfied with the services and the fees. I have recommended him to family and friends, who are also very satisfied. He is an excellent account, extremely knowledgeable and very kind. As his business has grown we have dealt with his staff who are also excellent and very friendly. You won't find a better accounting service anywhere. I highly recommend him.
Lisa F
Steven Lissner & Company is a wonderful firm. I have been using them since 2017 and I've never even met them in person! They respect that I'm a busy working mom and they do everything they can to make sure I get a return, that I get it fast and that I don't have to go out of my way to work with them. They provide extremely professional and helpful service and their staff is kind and responsive. They have a team that's large enough and specialized enough to answer all my questions and help me when I need it. My favorite part is that, after years of struggling with a bad accounting firm that had me owing the IRS for years, Lissner helped me get organized so that I get a return every year since I've been working with them. I can't say enough good things about this firm - They have had such a helpful impact on my life!
Elizabeth Geary-Archer
Steven and his staff have been the easiest group to work with over the past three years I have been working with them. From the first email I receive at the start of tax season, until the last, they have kept me informed as to what is needed, any issues, and when the returns have been filed. I highly recommend Steve's firm for all your accounting needs.
Andrew Fischbach
I think Steve is terrific: He's professional, extremely knowledgeable and well informed about all matters with which he deals, and quick to respond to any questions that I have had. My husband feels likewise. Throughout the years, I have also found Steve to be very personable, cheery, and an all around lovely person. I'm very happy to have found him and his firm.
Tamara Colloff-Bennett
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!
Liz Archer
Valued Client
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.
Joseph Petra
Valued Client
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.
Faith Leuzarder
Valued Client
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.
Bernardo marrufo
Valued Client
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!
Amy Nicklaus
Valued Client
Extremely knowledgeable and thorough, very fun to talk to too! We will be using Steve from this point going forward!
JR Fox
Valued Client
