About Us

Lisa B. Weinstein CPA, P.C. is a boutique financial services firm.  We pride ourselves on personalized service to the individual  -- not just at tax time, but throughout the year.

Rather than being all things to all people, the firm specializes in tax preparation, planning, and services for individuals.  You always have direct contact with Lisa.  By limiting the practice to individuals, the focus is always on you and your future -- you will never be marginalized in favor of a corporate client.