Lisa J Montano CPA, PA now is now utilizing a fast, simple, and secure online portal system to transfer and exchange documents for the 2015 Tax Filing Season. Please log in here, or contact us to register! You can also access the login from the "Clients" tab of this website!
Lisa Montano recommends that her clients use Tax Pocket, the only app that you will need to stay organized for Tax Season. Scan the QR code to automatically download the app or use the following links: Apple Google .
From discussing complicated tax issues to interpreting financial documents, my priority is to help you reach your financial goals. I adhere to the highest ethical standards and stay on the cutting edge of the latest professional training.
I 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 me.
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, my financial planning and consulting services can help you reach your goals.