Kevin M. Liberati
CPA · Managing Partner
Leads the firm's tax and advisory practice with a focus on closely held businesses, high-net-worth families, and the long view of financial life.
Newtown, Connecticut · Established Advisory
Trusted financial guidance for Connecticut families and businesses.
Lisi, Liberati & Stockwell is a Newtown-based CPA firm built on relationships — quietly serving Fairfield County households, entrepreneurs, and small businesses with personalized tax, accounting, and long-term advisory care.
Est. presence
Newtown · Main Street
Client philosophy
Relationships first
Practice
CPAs · EAs · Advisors
Service area
Fairfield County, CT
Our Philosophy
We believe in the value of relationships.
Behind every return, every payroll, every set of books — there's a real person trying to feel organized, prepared, and quietly confident. That's where our work begins.
For nearly a generation, families and business owners across Newtown and Fairfield County have trusted us with the financial side of their lives. We earn that trust the same way every year: by listening first, responding quickly, and treating each client like the long-term relationship it is.
Personally known
You're not a file in a system. You're a family, a founder, a household — known by name across our team.
Proactive, not reactive
We reach out before deadlines, anticipate questions, and bring guidance to the conversation — not just answers when asked.
Earned over years
Many of our client relationships span decades. Trust is built slowly, intentionally, and protected carefully.
Available year-round
Tax season is a season, not the relationship. We're a steady call or visit away every month of the year.
“They've handled our family's taxes for over fifteen years. They know our kids' names, our business, and our story. That's not something you find anymore.”
How we help
Personalized service across the financial life of a family or business.
Every engagement is framed around clarity, responsiveness, and proactive support — never the transaction. From a first tax return to a multi-decade business relationship, the standard of care is the same.
Tax Preparation & Planning
Personal and business returns handled with the care of a long-term partner.
Year-round planning, federal and multi-state filings, and proactive strategies for families, professionals, and closely held businesses.
Business Accounting
Clean, current financials you can actually use to run the business.
Monthly close, financial statement preparation, and advisory conversations that keep you confidently informed.
Bookkeeping
Organized books, kept current — without you having to chase anyone.
Accurate categorization, reconciliations, and a tidy financial story for tax time, lenders, and decision making.
Payroll Reporting
Reliable, compliant payroll your team can count on.
Coordination, filings, and reporting that keep employees paid accurately and your business in good standing.
QuickBooks Support
Setup, cleanup, and ongoing help — at any experience level.
From first-time setup to multi-entity rebuilds and training, our team meets you exactly where you are.
Business Startup Services
A confident financial foundation from day one.
Entity formation guidance, registrations, chart of accounts design, and the systems a new business actually needs.
IRS & State Audit Representation
Calm, expert representation when it matters most.
We handle correspondence, documentation, and conversations directly with taxing authorities on your behalf.
Financial Statements
Clear, lender-ready statements prepared with care.
Compilations and reports built for bankers, partners, and decision makers — clean, accurate, and timely.
Long-Term Advisory
A trusted advisor for the financial life of the business and family.
Multi-year tax strategy, succession conversations, and the kind of guidance you only get from a long relationship.
Rooted in Newtown
A Fairfield County firm with deep community roots.
Our offices sit on South Main Street — within sight of the flagpole, the historic shops, and the tree-lined neighborhoods that give Newtown its quiet character. We don't just work here. We live here, raise families here, and share the same community as the clients we serve.
Local families
Households balancing careers, children, property, and long-term planning.
Independent businesses
The shop owners, professionals, and trades that make Fairfield County hum.
Established entrepreneurs
Multi-entity founders who need a steady CPA team in their corner.
Newcomers to CT
Families relocating to Newtown, Bethel, Brookfield, Monroe, Sandy Hook, Southbury.
Our Team
People you'll come to know — and call by first name.
Our partners and team have spent careers earning the trust of Connecticut families and businesses. The faces you meet at your first appointment are the same faces year after year — and that continuity matters.
Sebastian C. (John) Lisi
CPA, CGMA · Partner
Brings deep technical experience in business accounting, financial reporting, and the kind of strategic counsel founders rely on for years.
Wallace Zuckerman
CPA
A trusted voice on complex returns, planning conversations, and the technical questions that demand a steady, careful hand.
The wider team
Renee Sturges
EA
Danielle Fogarty
Senior Staff
Kathy Appling
Senior Staff
Lori Hickey
Client Accounting
Susan Haig
Client Accounting
Maryellen (Mel) Lent
Operations
Danielle Frey
Client Services
The client experience
Calm, organized, and refreshingly personal.
Modern systems quietly running in the background. A team that knows your story. Communication that's warm, not corporate. That's the standard of care our clients have come to expect.
What clients can expect
- A direct relationship with the people doing your work — not a call center
- Secure document portal for stress-free year-round collaboration
- Calm, organized onboarding that makes switching firms simple
- Proactive outreach before deadlines — never radio silence
- Coordinated communication with your attorney, banker, or advisor
- A team that picks up the phone, year-round, with a familiar voice
01
Introduction
A relaxed conversation about what you need.
02
Onboarding
Secure handoff of documents — we do the heavy lifting.
03
Ongoing care
A steady relationship through every season.
Long-standing trust
Relationships, not transactions.
The quiet privilege of our work is watching clients — families, businesses, and the next generation — grow alongside us.
“They've been our family CPA for almost two decades. Kevin and his team know our story — and that means they catch things others would miss.”
The Whelan Family
Newtown · Clients since 2006
“Sebastian sat with us at the kitchen table when we started the business. Twelve years later, he's still the first call we make.”
Owner, Local Contracting Firm
Fairfield County
“After years of feeling like a number, switching here felt like coming home. Calls get returned. Questions get answered. We're known.”
Independent Professional
Bethel, CT
Begin a relationship
Financial guidance should feel personal, proactive, and built on trust.
Whether you're a family looking for steady tax guidance or a business ready for a long-term financial partner — the right next step is a quiet conversation.
Visit
103 S Main St, Suite 5
Newtown, CT 06470
Newtown, CT 06470
Call
(203) 270-2500
Write
info@llscpa.com