Testimonials

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.

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.

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.

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.

Great leadership and firm

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.

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)

Friendly, professional and reasonable.

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!

So helpful and attentive!