We are an Accounting Firm
But we are more than just your regular firm
Through planning, investing and execution, we can turn your dreams into a new reality. Your investment strategies will be catered to your specific needs by our professionals.
It is this ongoing relationship is what separates us. It is an approach that is both concise and effective. Our team of specialists is ready to implement your day-to-day plan to secure the future today.
We take 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 strive to solve problems and challenges in concert with your circle of key advisors rather than exacerbate them.
We are industry-renowned experts, and believe it is our duty to deliver our expertise in a timely fashion to our entire client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Liptz & Associates, CPA's receive helpful and timely advice.
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.
We can tackle all of your home and family needs.
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.
Tax Management and Account Services
Optimize financial opportunities to be found in existing as well as recently altered tax laws.
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.
Estate & Trust Planning - Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Liptz & Associates, CPA's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning.
Whether you are developing an investment strategy or evaluating current investments, Liptz & Associates, CPA's can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.
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