A straightforward path from documents to decisions.

  • 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.

Client Testimonials

  • "We have been working with David at Lipsky Tax Services for several years now and recommend him highly! He’s very trustworthy, professional, thorough (leaves no stone unturned) and adept at navigating more complex tax scenarios (like starting our own business, getting married, having a baby, purchasing a home, etc). He is available throughout the year to answer questions as they arise which has been so helpful to us. When we file each year, we walk out of his office confident in the outcome. We know we are in great hands."

    — Katy F.

  • "We’ve been using Robert Lipsky for our taxes every year, and he is excellent. He is extremely knowledgeable, thorough, and always makes the process feel easy and stress free. He takes the time to answer questions, explain everything clearly, and makes sure nothing is overlooked. Robert is professional, reliable, and someone you can truly trust with your finances. We always feel confident knowing our taxes are done correctly and carefully. Highly recommend him to anyone looking for a dependable and experienced tax professional."

    — Mary C.

  • "I've been working with David Lipsky for years and have nothing but great things to say. He is patient, knowledgeable, and consistently goes above and beyond to explain complex tax processes in simple terms. He always prioritizes my personal and business interests, ensuring I never miss out on deductions or tax advantages available each year."

    — Rodrigo G.

  • "My husband and I were very happy with the service David provided. He made the entire process comfortable and stress-free. David is very informative and thorough, taking the time to explain everything clearly and answer all of our questions. This is our second year working with him, and once again he did an excellent job. We truly appreciate his professionalism and look forward to continuing to work with him in the future."

    — Sully P.

  • "David Lipsky of Lipsky Tax Services, is exceptional. He has been handling our personal taxes for years, and having him now manage our business taxes has been a seamless and professional experience. He is knowledgeable, reliable, and truly makes the entire process stress-free. Highly recommend"

    — Mike C.

  • "Our family had a great experience getting our taxes done by David. He was always quick to respond, personable, and professional. His website made it easy to upload our files in a secure manner. We have never had a smoother tax season! We will definitely be coming back next year."

    — Talena D.

  • "David is incredibly intelligent and knowledgeable about how to appropriately prepare and process your personal or business needs. As his client, he 100% helps my husband and I every year to maximize tax savings while ensuring full compliance—providing us with the confidence and financial peace of mind. We highly recommend Lipsky Tax Services!"

    — Robin M.

  • "I have been working with David Lipsky at Lipsky Tax Services, for at 5 years now. I have always appreciated his professionalism, depth of knowledge, thoughtful-and-sound advice, and just overall kindness, have kept me a loyal client, as I trust he will always be looking out for my best interest and give me the best path to take, whether it is tax-related or more recently, setting up my new business. I have referred family members to David and they have come to rely on his expertise, as well. I cannot recommend David and Lipsky Tax Services enough!! :)"

    — Melpi M.

  • "I have done my taxes with the dynamic Father & Son-duo over at Lipsky for the last 16 years! They are truly professional and take their time to thoroughly analyze both my personal income and businesses. If you are looking for an honest & hard working tax accountant, look no further than Lipsky! Thank you for all of your support over the years David!"

    — Peter C.