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Home > Financial Services > Accountants > Lister, CPA, Inc.
Lister, CPA, Inc.
The firm of John Lister, CPA, and CFP has nine employees including John to serve you. They are experienced, knowledgeable and they specialize in providing personal and individualized service to each client. Whether you are seeking bookkeeping services, income tax preparation, or investment advice, they do their best to give you polite, accurate, and professional service.
The Company currently has individuals licensed to offer securities in the states of Alabama, Arkansas, California, Colorado, Florida, Georgia, Massachusetts, Ohio, Oklahoma, Tennessee, Texas, and Washington. This not an offer to sell securities in any other state or jurisdiction.
The firm offers a wide range of services to their individual and business clients. Because their firm is relatively small, their clients benefit by getting personalized and quality service that is beyond comparison. The accounting services include Bookkeeping and accounting, Federal and State income tax preparation, Payroll and Sales tax computation preparation.
The investment services includes Retirement planning, Goal funding, College plans 529 & others available, Roth and Traditional, Rollovers from pension plans, Fixed and Variable annuities, Mutual Funds Life Insurance, Stocks and Bonds.Tax planning and preparation form a winning combination for their successful individual and business clients. Whether you are an individual or a multi tiered partnership, their experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. They can guide you through the complex process of getting your financial affairs in order.
Their goal is to provide lasting solutions as frequently or infrequently as necessary for your specific business. They understand small businesses and know that their needs are often times as unique as their owners. With this in mind, they also maintain a referral network of professionals in various fields that are of importance to small businesses and their owners, so that their clients can receive top notch service in all areas of expertise.
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