Lisa Montano

At Lisa J Montano, CPA, PA, we take pride in providing personalized financial services to individuals and small businesses in the South Florida area. With over 30 years of experience, our mission is to help clients achieve their financial goals by offering a wide range of accounting, tax planning, and financial advisory services.

Our Story

Our journey began in 1990, when Lisa Montano, Certified Public Accountant, founded our firm with a strong commitment to integrity, professionalism, and personalized service. Over the years, we have built a reputation for delivering exceptional results, staying attuned to the ever-changing landscape of taxation and accounting regulations, and maintaining a deep understanding of our clients' unique needs and goals.

Services

We offer a comprehensive range of services designed to cater to the distinct needs of individuals and small businesses. Our services include:

Taxes and Accounting

• Income Tax Preparation for Individuals and Businesses
• Cash Flow Planning & Budgeting
• Financial Statement Preparation
• Bookkeeping and Record-Keeping Services

Investment Advisory

• Investment Planning and Consulting
• Retirement Account Management
• Risk Assessment and Mitigation

Audit and Assurance

• Financial Statement Audits
• Compliance Reviews
• Forensic Accounting Services

Financial Advisory

• Financial Planning and Consulting
• Budgeting and Cash Flow Planning
• Investment Planning and Consulting

Our Values

At Lisa J Montano, CPA, PA, we are committed to maintaining the highest level of professionalism, integrity, and personalized service. Our team is dedicated to staying informed about the latest developments in the field of accounting and taxation, ensuring our clients receive the best possible guidance and support.

Meet Our Team

Lisa J. Montano, CPA, is a Certified Public Accountant with over 30 years of experience in the field. A native of South Florida, Lisa is dedicated to serving her community and has developed a strong reputation for her exceptional accounting and tax planning expertise. When she is not working with clients, Lisa enjoys spending time with her family and friends.