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About Us

About Our Firm

Liptz & Associates, CPA's provides proactive, superior and tailored financial counsel to individuals and businesses. Our expertise ranges from basic tax planning and management and accounting resources to more in-depth services such as high net worth domestic and international tax planning, audits, reviews, financial statements, and business planning. We’ve developed a particular niche in the Captive Insurance industry, enjoying a distinguished National reputation as a preeminent provider of Captive tax, accounting, IRS & regulatory representation and audit services.

Our Values

At Liptz & Associates, we place a premium on expertise, experience and service, and are committed to ensuring that each of our clients receives the close attention they deserve. This is manifested in a deliberately proactive approach to tax and financial management, as well as a commitment to be consistently available and responsive to our clients on an ongoing basis. We consider ourselves innovators amid the fluid accounting landscape and, as such, promote continuing education and professional development amongst our staff.

We strive to solve problems and challenges in concert with your circle of key advisors rather than exacerbating them.

We are considered an industry-renowned expert and believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Liptz & Associates, CPA's receive competent and timely advice.