From discussing complicated tax issues to interpreting financial documents, our priority is to help you reach your financial goals. We adhere to the highest ethical standards and stay on the cutting edge of the latest professional training. We offer a wide range of tax and accounting services well suited for individuals as well as small business owners.
Learn more about how you can benefit from working with us. Whether you're a young person starting a nest egg, mid-career and starting over, or a parent saving for a child's college education, our financial planning and consulting services can help you reach your goals.
Learn more about how you can benefit from working with us. Whether you're a young person starting a nest egg, mid-career and starting over, or a parent saving for a child's college education, our financial planning and consulting services can help you reach your goals.
Services
Lisa has called South Florida her home for over 47 years.
Lisa earned a Bachelor's of Business Administration from Temple University in 1982.
She has been married to John, her high school sweetheart pictured above, for over 35 years.
Lisa founded Lisa J. Montano, CPA PA in 1990.
Over the past 30 years, Lisa's business has focused on helping individuals and small businesses with their taxes, bookkeeping, and other compliance issues, as well as assisting clients with their financial affairs and managing their retirement accounts.
Lisa earned a Bachelor's of Business Administration from Temple University in 1982.
She has been married to John, her high school sweetheart pictured above, for over 35 years.
Lisa founded Lisa J. Montano, CPA PA in 1990.
Over the past 30 years, Lisa's business has focused on helping individuals and small businesses with their taxes, bookkeeping, and other compliance issues, as well as assisting clients with their financial affairs and managing their retirement accounts.
You are not too small for us to work with you.
Our average client has accumulated a nest egg of approximately $500k - $1m of investable assets.
But, we are also interested and willing to help young nest egg starters, and mid-life folks who are starting over.
We would be happy to discuss and/or explain any of these services.
Financial Planning and Investment Advisory Consulting offered through Latitude Advisors, LLC.
Our average client has accumulated a nest egg of approximately $500k - $1m of investable assets.
But, we are also interested and willing to help young nest egg starters, and mid-life folks who are starting over.
We would be happy to discuss and/or explain any of these services.
Financial Planning and Investment Advisory Consulting offered through Latitude Advisors, LLC.
We're offering our clients the opportunity to purchase what we call IRS audit representation assurance.
For an extra fee, paid at the time we deliver your tax return, we will agree to represent you in an IRS examination if the return is audited.
For example, if you opt for this coverage on your 2019 income tax return, we will not charge you for representation before the IRS if the 2019 income tax return gets audited down the road.
All professional fees are included for representation before the IRS, up to, but not including an appeal.
For an extra fee, paid at the time we deliver your tax return, we will agree to represent you in an IRS examination if the return is audited.
For example, if you opt for this coverage on your 2019 income tax return, we will not charge you for representation before the IRS if the 2019 income tax return gets audited down the road.
All professional fees are included for representation before the IRS, up to, but not including an appeal.
We are very proud of the diverse and inspiring community of clients we have cultivated over the last 30 years.
Each month, we highlight one of our treasured clients to spotlight their inspiring and admirable achievements.
TBL Accurate Solutions is a licensed Private Investigation Firm offering background checks, fingerprinting, and private investigations.
Historically, these types of services were reserved for businesses like healthcare and daycare providers.
They are now commonplace in large and small businesses as the need for and benefits have become increasingly more apparent.
Each month, we highlight one of our treasured clients to spotlight their inspiring and admirable achievements.
TBL Accurate Solutions is a licensed Private Investigation Firm offering background checks, fingerprinting, and private investigations.
Historically, these types of services were reserved for businesses like healthcare and daycare providers.
They are now commonplace in large and small businesses as the need for and benefits have become increasingly more apparent.
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