Family Financial Services

Mountain Lakes NJ Accounting Firm - Individual & Family Financial Planning 

When it comes to planning for your family’s long-term financial solvency, Steven Lissner & Company offers a number of tax planning and financial services. We create financial plans that are tailored to meet the needs of each individual and their family. From retirement planning, to investing in your child’s educational future, our Morris County certified public accounting firm is committed to helping clients plan for the future.


Elder Care Accountancy and Taxation

As your life changes, so do your financial needs. Steven Lissner & Company specializes in several unique branches of individual taxation and accountancy for senior members of your family. 

At Steven Lissner & Company, elder care and estate planning are a special part of our family financial planning services. Through elder care accounting, our Morris County tax specialists help families identify long-term healthy and housing costs for seniors, as well as how to best utilize retirements funds. While conversations about living expenses, medical expenses, and end-of-life costs can be difficult, addressing these needs early and planning for the future can alleviate stress in the face of an emergency. 


Succession Planning for Family Businesses

Individuals that own their own business must also consider the long-term solvency of their business. When it comes to transferring ownership to the next generation, only 30% of family-owned businesses withstand the generation transition. At Steve Lissner & Company, we help family business owners look beyond day-to-day operations and strategize a solution to keep their business profitable.

To ensure the financial security of your family-run business, our Morris County tax specialists develop estate and succession planning to promote improved financial security. Our financial planners strategize business succession to help make decisions on the future ownership, organization, and operation of your business, thereby facilitating a smooth transition of ownership. 


Family Financial Services in Morris County 

Steven Lissner & Company offers a number of financial planning and tax services customized to meet each client’s immediate needs and long-term goals. For more information about our services for family-owned business or elder care accountancy, contact our Mountain Lakes firm today


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