Our Services

While we provide several services, we have broken them down to 2 major areas: Taxes and QuickBooks Help. Jeff Lipsey is an Enrolled Agent and Certified Public accounant and a member of the AICPA and the NAEA. With QuickBooks, we are Certified ProAdvisors in all of their products from POS, Enterprise, Online to simply Pro/Premier on the desktop. Read about our specialties below and on our custom service pages.

Tax Services

  • Tax Return Preparation
    • Individuals
    • Small Businesses
    • Corporations
    • Non Profits
  • Representation Before the IRS

Not sure how much to save for Estimated Taxes? We can help with that too. Many small business owners forget to set aside money each month to pay quarterly taxes. Don’t get penalized by the IRS for paying too little! Contact Us today to discuss your tax needs.

QuickBooks Services

If you’re looking for QuickBooks help, you have come to the right place.

  • Software Setup
  • Initial Training
  • Monthly Upkeep and Maintenance

We will help with any of your QuickBooks needs and have training in most industries. Whether its retail, restaurants, real-estate, web design or many other firms, we can help you improve efficiency and reduce headaches. Contact Us today for a free 1 hour consultation on what we can do to solve your QuickBooks problems.

Outsourced Accounting Services

Whether you don’t have the budget to hire someone full time or are tired of the hassle that comes with running your business’s financials, we are here to help. Let us run your accounting department for you whether its A/P, A/R, Bill Pay, Reconciliations, Payroll – you name it we can do it.

Medical Practice Accounting Services

If you have a medical practice and need assistance in your accounting, tax or bookkeeping needs, Jeffrey Lipsey, CPA, EA and his staff have the experience and expertise required to succeed where others have failed.

Law Firm Accounting Services

If you own your own law firm and are looking for assistance with accounting or tax services, Lipsey and Associates has trained staff that can work with IOLTA or non-IOLTA law firms.

We also would like to say that all services performed by Lipsey and Associates come guaranteed to exceed your expectations and satisfaction. If we can’t help you, then we will help you find someone who will.