Business Details
Your Trusted Partner for Accounting and Tax Solutions
Lipsey And Associates is a dedicated accounting firm committed to increasing financial clarity and alleviating stress for clients through expert mentorship. With a focus on tailored tax planning, accurate bookkeeping, and strategic business advisory services, we serve small business owners, real estate investors, and serial entrepreneurs. Our team of certified professionals prioritizes integrity, accuracy, and exceptional customer service, ensuring clients receive personalized solutions that minimize tax burdens and enhance compliance. Backed by a guarantee of accuracy and a commitment to continuous improvement, we aim to empower clients to succeed while reducing their environmental footprint. 
Services
Business Taxation
Individual Taxation
Bookkeeping Services
Tax Planning
Business Advisory
Highlights and features
- Certified QuickBooks ProAdvisors with expertise in financial clarity
- Custom tax planning to minimize liability and maximize compliance
- Accuracy Protection Guarantee for all tax returns
- Year-round support for strategic financial decision-making
- Dedicated team serving small businesses and high-net-worth individuals
Associations and certifications
- QuickBooks ProAdvisor
What people say
Attentive support
Accurate accounting
Stress-free tax solutions
Dedicated staff
Superior service
Services
Business Taxation
We prepare and file business tax returns for S-Corps, C-Corps, and partnerships. Our services include federal and state e-filing, balance sheet reviews, and audit protection. Clients receive digital copies of all documents and access to a secure client portal for seamless communication. Our goal is to ensure compliance while minimizing tax liabilities.
Individual Taxation
Our individual tax services include preparation of federal and state returns, MFJ vs MFS analysis, and audit protection. We offer tiered pricing with optional monthly advisory services for strategic tax planning. Clients benefit from digital document access, accuracy guarantees, and year-round support for tax-related inquiries.
Bookkeeping Services
We provide monthly, quarterly, or annual bookkeeping solutions tailored to business needs. Services include transaction entry, bank reconciliation, financial statement preparation, and payroll management. Tiered pricing starts at $250/month, with options for unlimited transactions and compliance support like BPOL/BPPT filings.
Tax Planning
Our tax planning services focus on minimizing liabilities through customized strategies. This includes estimated tax vouchers, pass-through entity tax analysis, and family management payroll solutions. We offer quarterly check-ins with senior tax managers to adjust plans based on evolving financial situations and regulatory changes.
Business Advisory
We deliver advisory services to help businesses grow, including budgeting, cash flow analysis, and compliance strategies. Our team provides quarterly reviews, A/R and A/P analysis, and DCAA compliance support. Clients gain insights into financial health and receive actionable recommendations for operational improvements.
Questions
How much do your services cost?
Pricing is customized based on complexity. Contact us for a free quote tailored to your specific needs.
Why do you need my prior year tax return?
To assess accuracy, identify potential amendments, and provide a precise quote for our services.
How long does tax return preparation take?
Typically 2-3 weeks, depending on document availability and seasonal workload.
Do you file taxes for states outside Virginia?
Yes, we prepare returns for all 50 U.S. states.
What is an Enrolled Agent (EA)?
EAs are federally licensed tax professionals who can represent clients during IRS audits, similar to CPAs.
What is included in your bookkeeping tiers?
Services range from basic transaction entry to comprehensive compliance, including payroll, reconciliations, and financial reporting.
