We are Lipsky Tax Services.

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About Us

Our team of professionals believe the tax filing process should be as seamless as possible.

OUR PEOPLE

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Robert L. Lipsky, C.P.A.
President

Robert L. Lipsky is a seasoned Certified Public Accountant with over four decades of experience serving small businesses, individuals, and organizations across a wide range of industries. Licensed as a CPA in New York State since 1986 and an active member of the New York State Society of CPAs, Robert has built a reputation for delivering personalized, high-quality tax and accounting services that prioritize accuracy, compliance, and financial efficiency.

Since founding his sole practice in Jericho, New York in 1992, Robert has provided comprehensive tax, accounting, and consulting services to businesses in construction, real estate, professional services, retail, and condominium management, as well as to individual clients. His practice encompasses all phases of taxation, including tax planning and preparation for individuals, partnerships, corporations, fiduciaries, and exempt organizations. Additional services include bookkeeping, payroll compliance, sales tax filings, insurance audit support, tax notice resolution, and IRS representation, as well as financial statement compilations, reviews, and business consulting.

Before establishing his practice, Robert served as Chief Financial Officer at Rael Automatic Sprinkler, where he managed cash flow operations, oversaw accounting functions, and coordinated annual audits. He previously held managerial roles at prominent accounting firms, including Janover Rubinroit LLC, Weinick Sanders Leventhal & Co LLP, and Arthur Young, where he supervised audit engagements, prepared and reviewed financial statements, and filed individual, corporate, partnership, trust, estate, and other tax returns for clients in manufacturing, retail, distribution, and professional service sectors.

Robert graduated from Boston University in 1972 with a Bachelor of Science in Business Administration. His extensive experience, combined with a deep commitment to client service and technical excellence, has enabled him to guide generations of individuals and businesses toward financial success and tax efficiency.

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David M. Lipsky, E.A.
Vice President

David represents and advises clients across the full spectrum of tax matters, serving individuals, sole proprietors, partnerships, corporations, limited liability companies, fiduciaries, and exempt organizations. His primary focus is helping clients maximize tax savings while ensuring full compliance—providing them with the confidence and financial peace of mind to focus on what matters most.

David began his career while attending Western Colorado University, working alongside his father, Robert L. Lipsky, C.P.A., managing books and records for clients in diverse industries to prepare accurate financial statements for tax reporting. As the firm expanded, David gained extensive experience in tax preparation and planning, offering clients the highest standards of professionalism, accuracy, and compliance. He has successfully guided clients through complex personal and business transitions, implementing tax-efficient strategies tailored to their unique needs.

In addition to individual and business tax preparation, David provides services including tax planning, business formation, business dissolution, audit representation, tax notice resolution, bookkeeping, sales tax filings, payroll compliance, and insurance audit support.

David holds a Master of Science in Accounting from Yeshiva University (2014) and a Bachelor of Arts in Accounting and Business Administration from Western Colorado University (2013), where he was an active member of the Mountain Search and Rescue Team and the Climbing Club. He earned the Enrolled Agent credential—the highest credential awarded by the IRS—granting him unlimited practice rights before the IRS. David is an active member of the National Association of Enrolled Agents (NAEA) and the New York State Society of Enrolled Agents (NYSSEA).

He is admitted to practice before the IRS.


Find Us Here

info@lipskytax.com
(631) 414-7920

1 Huntington Quadrangle Suite 2S13
Melville, NY 11747

 

CONNECT WITH US

The road to peace of mind for tax compliance starts with a single step. Reach out to us and start your journey today.