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Liptz & Associates




Liptz & Associates believe in the value of relationships. They view every client relationship like a partnership and truly believe that their success is a result of your success. They are committed to providing close, personal attention to their clients. They take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
 
Their continual investment of time and resources in professional continuing education, state of the art computer technology and extensive business relationships is indicative of their commitment to excellence.
 
Liptz & Associates 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 quality service that is beyond comparison.
 
Providing financial information to their clients in a timely and accurate manner is a commitment that they feel cannot be compromised. Meaningful, well organized financial records ensure that your business operations will run more efficiently on a daily basis. Their firm provides a full range of cost effective accounting services including the following General ledger and financial statement preparation, Bookkeeping, Accounting system setup for new businesses, Computerized payroll services, Business tax return preparation, Personal financial statements and Litigation support.
 
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.
 
They view their role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. They provide financial reporting on all three levels of assurance Audit an intensive examination with the highest level of assurance, Review some analytical procedures conducted with limited assurance, Compilation based upon client information provided and used primarily for internal use. The Company mission is to always strive for excellence in providing services to clients.

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