welcome To

Liptz &

Associates

Offering our clients more than 50 years
of accounting experience.
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Liptz & Associates, CPA's is a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

At Liptz & Associates, we provide a wide range of services to individuals and businesses in a variety of industries.

We meet each of our client's specific needs through proactive planning and goal achievement in an ever-changing financial and regulatory environment.

Liptz & Associates, Inc.
1401 Quail Street, Suite 140
Newport Beach, CA 92660


Telephone: (949) 474-8500
Fax: (949) 474-8510

about us

At Liptz & Associates, CPA's, we focus on building close client relationships that add long-term value. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.

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.

We have the Experience

We guide our clients through a full range of proactive domestic and international tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research
allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and complex foreign reporting rules and can make sense of your receipts, bills and notices.

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities.

Liptz & Associates, CPA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

The range of needs for valuing businesses continues to widen, and Liptz & Associates, CPA's can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest.

Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

About David

David Liptz has performed audit and accounting services for captive insurance companies for more than 20 years, with robust experience with the preparation of audits, reviews, taxes  and consulting with businesses.

In 1995, he began his own private CPA practice, and is an approved auditor in most states across the country and other international domiciles.

Captive Insurance

Liptz & Associates, CPA's enjoys a unique niche in the Captive Insurance space. Specially qualified to handle Independent Audits, Captive tax issues, and IRS representations, we're available to work in conjunction with your trusted circle of key advisors to ensure seamless service, implementation, and compliance.

Our Team

Audit Director
Executive Assistant
Principal & Partner
Tax Supervisor
Tax Supervisor
Director of Operations
Supervisor

You are in Good Hands

We have the team to give you the help you need

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.