A Practical Guide for Established Business Owners
Find out whether your business has outgrown a once-a-year tax relationship — and what to look for in a CPA relationship that provides useful advice before important decisions are made.
Inside the guide, you’ll learn:
- Why an accurate tax return can still be too late to create the best result
- 7 signs your current CPA relationship may no longer fit your business
- How to evaluate a CPA relationship built around clean books, timely advice, and implementation
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Who This Guide Is For
This guide is written for established business owners who suspect their accounting and tax needs have become more complicated than a once-a-year filing process can handle.
- Business owners generating approximately $200,000 or more in annual business income
- Business owners with S corporations, partnerships, C corporations, established LLCs, or self-employed businesses
- Owners dealing with payroll, bookkeeping, estimated taxes, distributions, or entity-level filings
- Businesses that want an ongoing CPA relationship instead of a one-time tax return
- Owners who want cleaner records, better planning, and fewer tax-season surprises
Most Lipsey & Associates clients invest approximately $5,000 to $15,000 or more annually, depending on the mix of tax, bookkeeping, and advisory services required.
General information only. This guide does not provide tax, legal, investment, or accounting advice for any specific person or transaction.