Business Details
44 Years
experience
Professional Accounting Services Coral Springs
Lisa J. Montano, CPA PA is a Coral Springs-based accounting firm serving individuals and small businesses. Founded in 1982, we specialize in tax preparation, financial advisory services, audit representation, and business consulting. Our approach prioritizes personalized service, with over three decades of experience helping clients manage retirement accounts, navigate IRS audits, and achieve financial goals. As a member of the Florida Institute of Certified Public Accountants and holder of the Personal Financial Specialist accreditation, we maintain rigorous professional standards.Our services extend to investment advisory (through Latitude Advisors, LLC), bookkeeping, and specialized tax solutions tailored to each client's unique needs. With a focus on ethical practices and continuous professional development, we aim to build lasting relationships through reliable financial expertise.
Services
Accounting Services
Tax Preparation
Financial Advisory
Audit Representation
Bookkeeping
IRS Representation
Retirement Planning
Details
- Year established: 1982
Highlights and features
- 30+ years of specialized accounting experience serving South Florida clients
- Personalized financial solutions tailored to individual and business needs
- Comprehensive IRS audit representation services
- Certified professionals with active industry affiliations
- Integrated approach combining tax compliance with financial planning
Associations and certifications
- Florida Institute of Certified Public Accountants
- American Institute of Certified Public Accountants
- Personal Financial Specialist (PFS)
What people say
Personalized service
Tax expertise
Effective communication
IRS representation
Tailored solutions
Services
Accounting Services
We provide comprehensive accounting and bookkeeping solutions for individuals and small businesses. Our services include financial statement preparation, cash flow management, and payroll processing. With expertise in QuickBooks Online, we ensure accurate record-keeping that meets regulatory requirements while providing actionable financial insights for business decision-making.
Tax Preparation
Our tax preparation services cover individual and business tax returns with emphasis on maximizing legitimate deductions. We handle federal, state, and local tax filings while maintaining compliance with current regulations. Our approach combines thorough documentation review with strategic tax planning to optimize clients' financial positions.
Audit Representation
We offer specialized IRS audit representation services that include document organization and direct communication with tax authorities. Our assurance program provides peace of mind through audit support coverage, ensuring professional defense of prepared tax returns while protecting clients from unexpected representation fees during IRS examinations.
Financial Advisory
Through Latitude Advisors, LLC, we provide investment advisory services tailored to different life stages. Our planning covers retirement strategies, college savings, and business succession. We work with clients managing $500k-$1m portfolios while also supporting emerging investors through personalized financial roadmaps aligned with long-term objectives.
Business Consulting
Our business consulting services assist entrepreneurs with entity selection, tax strategy, and financial operations. We provide CFO-level advisory for small businesses, including budgeting frameworks, pricing strategies, and compliance structures that support sustainable growth and regulatory adherence.
People
Lisa Montano
Certified Public Accountant
Lisa Montano is a Florida CPA with 30+ years of experience serving South Florida clients. She founded her practice in 1982 after earning her degree from Temple University. A Personal Financial Specialist with specialized tax expertise, she offers comprehensive accounting, audit representation, and financial planning services to individuals and small businesses.
Questions
When should I engage accounting services for my business?
From your business concept stage, we help establish proper financial structures, tax compliance, and pricing strategies.
What accounting services do you specialize in?
We specialize in tax preparation, IRS audit defense, financial planning, bookkeeping, and small business consulting tailored to South Florida clients.
How do you handle IRS audit situations?
We offer audit assurance coverage with direct representation, document management, and compliance defense when your tax returns are examined.
Can you assist with personal financial planning?
Yes, through our affiliated investment advisory services, we help with retirement planning, college savings, and wealth management strategies.
What makes your firm different from other accountants?
Our combination of CPA certification, Personal Financial Specialist accreditation, and 30+ years of local experience provides unique expertise for personalized solutions.
