Accounting You Can Count On

Tax Problems & IRS Resolution

Haven't filed in a while?

Received an IRS notice?

Owe more than you can pay?

Lisa helps individuals and business owners get caught up on tax filings, communicate with the IRS, and explore practical options for resolving their tax problems.

QuickBooks Consulting & Training

Having trouble with QuickBooks?

Need help managing your business finances?

Lisa provides practical, one-on-one QuickBooks training and accounting guidance, helping business owners keep accurate records and better understand their financial information.

Experienced Tax & Accounting Guidance – With Personal Attention

Credentials & Professional Memberships

About Lisa

Experienced Tax & Accounting Guidance - With Personal Attention

More than 35 years of experience – with personal attention

Lisa J. Montano, CPA, founded her practice in 1990 and brings more than 35 years of experience helping individuals and small businesses navigate tax and accounting matters. Today, her practice focuses on tax problem resolution, QuickBooks training and consulting, and personalized accounting guidance. She takes the time to understand each client’s situation, explain their options clearly, and help them move forward with confidence.

testimonials

What My Clients Say

I have been a client of Lisa Montano for many years, and she has handled both my taxes and those of my family.
I have always appreciated her professionalism, personal attention, and sound financial advice.
I have great confidence in her knowledge and judgment and wholeheartedly recommend her services to anyone looking for a CPA they can trust.

— Don W.

For over 20 years, Lisa Montano has been a trusted advisor, helping me with multiple businesses and personal financial matters across four states.
Her expertise, responsiveness, and clear guidance have consistently given me confidence and peace of mind, even in complex situations.
I’m grateful for her warmth and kindness and wholeheartedly recommend her to anyone seeking a trusted, long-term financial partner.

— L. McKenna

What I value most about Lisa is that I trust her.
I know her recommendations have my best interests at heart.
She explains concepts clearly so I can understand my options and make informed decisions.