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How-To Guides

Personal Income Tax

Personal Income Tax

Filing taxes can be stressful for everyone

tax graphic

So why not let us take care of it? We make tax season easy and smooth for you so that you can sit back and relax until all you have to do is sign. You can expect:

  • A modern secure process from start to finish—Our advanced platform supports a completely digital & secure process from tax document upload to signature and filing.
  • Customized support—We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
  • Service all year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.

Choose the solution that is right for you:



  • Married Filing Jointly (MFJ)
  • Single/head of household
  • 1 state included
  • Digital copies of all returns and documents
  • Original source documents returned after completion

Accuracy Protection Guarantee

Annual MFJ vs MFS Comparison

Estimate Vouchers

  • Based on 110% safe harbor amounts


Includes Standard plus:


  • Married Filing Separately (MFS)
  • Rental properties
  • Schedule C filers
  • Multi-state returns
  • Dependent tax returns

Estimated tax – Quarterly Calculations



  • High net worth individuals
  • Gift tax returns
  • Estate and trust returns
  • Foreign individuals

Tax Planning

  • RMD calculations
  • Advanced capital gain calculations
  • Windfall tax calculations
  • Contact us for more options

Accuracy Protection Guarantee – If we prepare your return and we make a mistake, we’ll fix the mistake at no cost to you. You will be required to pay any tax assessed as required but we will also attempt to remove the penalties and interest based on all available methods (First Time Abatement or Reasonable Cause are most common) and if we are unsuccessful then we will reimburse you for these costs.

New clients require additional labor to review prior year returns and enter in specific documentation, therefore, the fee will be an additional 10% of the return price.

We are a paperless firm, printed and mailed returns are available upon request for an additional cost of $100. Expedited returns are available.

great smokey mountains with trees and mountains and sky in background

Paperless Firm

We here at Lipsey & Associates care about our environment that's why we're a paperless firm. For every ream of paper we purchase, we make a $100 donation to the National Forest Foundation. The foundation works to replant America's National Forests. Just $1, plants one tree.

Learn more