Testimonials

 
 
 
 
  EXCELLENT  
  
 Based on 32 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Jose Arevalo 
 
202 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I’ve been using Lipsey to prepare my federal and state income tax returns for the past four years, and I couldn’t be happier with their service. The entire team is highly professional, knowledgeable, and clearly knows what they’re doing. It gives me real peace of mind knowing my returns will be prepared accurately and on time every year.

Their customer portal is also excellent. It makes it easy to upload documents, communicate with the tax preparer, and review draft returns in a secure and organized way. The process is smooth and very convenient.

A special thank-you to Jess Benson, the Client Services Coordinator. Jess is absolutely top-notch—she keeps me informed about the status of my return, responds quickly to questions, and is always pleasant and professional to work with. Her communication and attention to detail really make the experience even better.

The accountants and tax preparers at Lipsey are equally outstanding—very knowledgeable and consistently thorough. If you’re looking for a reliable, professional firm to handle your taxes, I highly recommend Lipsey.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Shoshana Levenson 
 
480 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Lipsey & Associates has been extremely helpful with all of my tax needs! Jeff and his team are knowledgeable and responsive, and I would recommend them to anyone looking for tax expertise.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Matt Bohn 
 
765 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Lipsey and Associates has been an integral part of our business for more than 8 years. Their entire team is personable and knowledgeable. They are a true partner that I trust with my finances.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 John Massey 
 
994 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
They helped me immensely with my questions and tax issues. I HIGHLY recommend this place. They’re ethical, professional, and provide amazing services. They did a great job at making me feel welcome, like I wasn’t even a stranger.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 David Benson 
 
1123 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Great leadership and firm
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Curt Anderson 
 
1171 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Great service organization!  Very responsive AND they are efficient with what they do.  They saved me hundreds of dollars on taxes and are very detailed.  Full confidence here with them on all that use the for to include business accounting, personal taxes, etc.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Bobby Burgess 
 
1182 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Lipsey and Associates has been an incredible asset to my financial strategy. The team's in-depth knowledge, combined with their personalized, attentive approach, has been instrumental in optimizing my financial performance.

Their commitment to accuracy, transparency, and customer satisfaction is unmatched. Not only have they made accounting tasks manageable, but they've also ensured seamless data management through their use of modern accounting technologies.

In short, Lipsey and Associates deliver outstanding, customized accounting services that simplify financial management. Their expertise, professionalism, and innovation are truly commendable. I confidently recommend their services to anyone seeking trustworthy, effective accounting assistance.

Rating: ★★★★★ (5/5)
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Banyong Chakshuvej 
 
1243 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Friendly, professional and reasonable.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 James Enos 
 
1248 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I had a great experience with Lipsey and Associates this year. They have been doing my business taxes (LLC, file as a C corp) and personal taxes since 2018. This year I had a particularly complicated personal tax situation with donating/recycling a house as part of a home reconstruction. They did an outstanding job with it and did it without extensions!
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 K B 
 
1250 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
So helpful and attentive!
  
 
 
 
 
 
 
 
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