Lipsey And Associates

Business Details

Your Trusted Accounting Partner in Vienna

We are a team of dedicated accounting professionals committed to increasing financial clarity and alleviating stress for our clients. With specialized expertise in tax preparation, bookkeeping, and business advisory services, we work closely with small business owners, real estate investors, and serial entrepreneurs. Our approach focuses on reducing workload while maintaining accuracy and compliance. We guarantee our work and are committed to providing attentive support that shows we care about our clients' success.

Our values of integrity, accuracy, and exceptional customer service guide everything we do. We focus on reducing the workload rather than increase billings, and our staff is dedicated to improving our clients' lives through superior service. We also guarantee our work and will make it right when we're not 100% correct.

Services

Business Taxation Individual Taxation Bookkeeping Services Tax Planning Business Advisory Service Tax Return BPOL BPPT Monthly Bookkeeping Business Advisory

Highlights and features

We provide attentive support to show we care and are 'there' for our clients in their time of need.
We guarantee our work and will make it right when we're not 100% correct.
We specialize in taxation for high net worth individuals.
Our team combines integrity, accuracy, and exceptional customer service.
We focus on reducing the workload rather than increasing billings.

Associations and certifications

Certified QuickBooks Proadvisors

Website

Update Listing

Services

Business Taxation

Our business taxation services provide tailored tax support for small to medium-sized enterprises. We specialize in preparing accurate tax returns, minimizing tax burdens, and ensuring compliance with all regulatory requirements. Our team works closely with clients to develop strategic approaches that align with their business objectives and financial goals.

Individual Taxation

We offer comprehensive individual taxation services to help clients manage their personal tax obligations. From preparing tax returns to developing personalized tax planning strategies, our team focuses on minimizing liabilities while maximizing refunds. We specialize in tax solutions for high net worth individuals with complex financial situations including real estate investments and stock options.

Bookkeeping Services

Our bookkeeping services provide financial clarity and operational capacity for growing businesses. Available on monthly, quarterly, or annual basis, our services ensure accurate financial records, timely reporting, and comprehensive support to help businesses maintain compliance and make informed financial decisions that support their growth and success.

Tax Planning

Through sound strategic tax planning, we help clients keep more of their hard-earned money while maintaining compliance. Our approach combines current tax law expertise with long-term financial planning to optimize tax positions. We work with both businesses and individuals to develop customized strategies that address immediate needs while preparing for future financial goals.

Business Advisory

Our business advisory services focus on providing insight into financial wellbeing and operational efficiency. We support new businesses, firms seeking expansion, and organizations that have stagnated and need assistance. Our experienced advisors offer guidance on financial management, growth strategies, and operational improvements to help businesses achieve their full potential and long-term success.

Questions

What accounting software do you work with?

We are Certified QuickBooks Proadvisors and work extensively with QuickBooks software for accounting, payroll reporting, and bookkeeping needs.

What types of businesses do you typically work with?

We specialize in serving small business owners including single-member LLCs, multi-partner practices, real estate investors, and serial entrepreneurs with accounting and tax needs.

Do you handle complex tax situations?

Yes, we specialize in taxation for high net worth individuals and handle complex tax scenarios including real estate transactions, retirement planning, stock options, and cryptocurrency.

What makes your firm different from other accounting services?

We focus on reducing workload rather than increasing billings, guarantee our work, provide attentive support, and are committed to integrity, accuracy, and exceptional customer service.

How do you ensure accuracy in your work?

We guarantee our work's accuracy and will make it right when we're not 100% correct, preferring to take extra time to ensure quality over rushing through tasks.

Do you offer online access for document sharing?

Yes, you can view your personal tax return, securely upload/download documents, and access payroll reporting through our client portal.

Reviews (4)

Write a Review

Covered In Pet Hair

Nov 30, 2021 Report

Positive:Professionalism,Quality,Responsiveness
Jeff was an integral part of our business' team for many years. He is knowledgeable and professional. His team is very responsive and we trust them to provide quality work and excellent guidance when needed.

Shaylah Burrill & Associates

Sep 02, 2021 Report

Updated review: I was never a client, and they came moderately recommended. For me, they were highly unresponsive. This could have be due to the tax season, for that I will raise my review by 1 rating. This review has nothing to do with their service as I did not get that far. I will say they were very friendly and helpful when there was communication. This company may be a perfect fit for anyone, however, I still would not recommend solely on the lack of communication I received.

Alex Shafran

Nov 01, 2019 Report

Jeff helped me with specific issues on my personal tax return this year. He is one of the most professional, prompt, and thorough tax accountants that I have worked with. I'd recommend him for all personal tax work!

Edward Fishman

Jun 03, 2018 Report

First time using Lipsey and associates for my
2017 returns
Previous accountant had for many years retired
Lipsey and associates made it seamless
Available to answer questions and take care of all the issues in a timely manner
Highly recommended