A family firm serving clients since 1992.

Tax

·

Advisory

·

Compliance

·

Accounting

·

Strategy

·

Tax · Advisory · Compliance · Accounting · Strategy ·

Experienced guidance. Personal service.

Tax preparation and year-round guidance for individuals and business owners.

Lipsky Tax Services combines more than three decades of firm history with the personal attention of a family practice. Our roots date to 1992, when Robert L. Lipsky, C.P.A., established his accounting practice in Jericho, New York. Today, Robert and his son, David M. Lipsky, E.A., serve individuals, families, business owners, and organizations from offices in Melville and Queens, as well as remotely.

Robert has been licensed as a Certified Public Accountant in New York since 1986 and has more than four decades of experience in taxation, accounting, financial reporting, and business consulting.

David is an Enrolled Agent, the highest credential awarded by the IRS. Enrolled Agents have unlimited practice rights before the IRS, allowing David to represent taxpayers in all tax matters. He holds a Master of Science in Accounting from Yeshiva University and a Bachelor of Arts in Accounting and Business Administration from Western Colorado University.

Together, Robert and David provide practical, year-round guidance grounded in technical knowledge, professional responsibility, and long-term client relationships.

Meet Robert and David

Our Services

Lipsky Tax Services provides comprehensive tax preparation, planning, accounting, compliance, and advisory services for individuals, families, and business owners. As an experienced family firm, we combine a broad range of professional services with the personal attention every client deserves. We take the time to understand your circumstances, explain complex matters clearly, and tailor our guidance to your specific needs throughout the year.

  • Preparation and planning for individuals, families, trusts, and estates. We address federal, state, local, and multi-state filing requirements while helping clients understand the tax effects of investments, rental properties, retirement, inheritances, and life changes.

  • Tax return preparation and ongoing compliance for sole proprietorships, partnerships, LLCs, S corporations, C corporations, and exempt organizations. We also assist with entity formation, elections, changes, and dissolutions when appropriate.

  • Thoughtful planning can be more valuable than simply reporting what already happened. We work with clients throughout the year to estimate tax exposure, evaluate business and personal decisions, consider entity and compensation strategies, and prepare for significant transactions or life events.

  • Assistance with IRS and state notices, examinations, collection matters, missing filings, payment issues, and other tax controversies. We help clients understand what the agency is requesting, prepare an appropriate response, and represent them when authorized.

  • Bookkeeping, sales tax filings, payroll reporting, insurance audit support, and related business compliance services. We help business owners maintain accurate records and meet recurring responsibilities so tax preparation is more organized and informed.