Liptz & Associates, CPA's

Liptz & Associates, CPA's provides proactive, superior and tailored financial counsel to individuals and businesses. Our expertise ranges from basic tax planning and management and accounting resources to more in-depth services such as high net worth domestic and international tax planning, audits, reviews, financial statements, and business planning. We’ve developed a particular niche in the Captive Insurance industry, enjoying a distinguished National reputation as a preeminent provider of Captive tax, accounting, IRS & regulatory representation and audit services. OUR VALUES At Liptz & Associates, we place a premium on expertise, experience and service, and are committed to ensuring that each of our clients receives the close attention they deserve. This is manifested in a deliberately proactive approach to tax and financial management, as well as a commitment to be consistently available and responsive to our clients on an ongoing basis. We consider ourselves innovators amid the fluid accounting landscape and, as such, promote continuing education and professional development amongst our staff. We strive to solve problems and challenges in concert with your circle of key advisors rather than exacerbating them. We are considered an industry-renowned expert and believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Liptz & Associates, CPA's receive competent and timely advice. SERVICES Liptz & Associates, CPA's provides a wide range of services to individuals and businesses in a variety of industries. At Liptz & Associates, we strive to meet each client's specific needs in proactive planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include: Tax Management Services Account Services Exit and Succession Planning, Estate and Trust Planning, and Tax Preparation Litigation Support and Forensic Accounting Bookkeeping/Write-up IRS Representation Payroll Services Cash Flow and Budgeting Analysis Business Valuation Debt and Finance Advising Assurance and Advisory Services Audits, Reviews, and Compilation Financial and Retirement Planning QuickBooks Accounting Help and Assistance Entity Selection and Restructuring Computer Consulting Employee Benefits, Pension, and Profit-Sharing Plans Financial Projections and Forecasts Mergers, Acquisitions, and Sales International Taxation

Address: 1401 Quail Street, Suite 140, Newport Beach, CA 92660, USA

Phone: +1 949 474 8500
FAX: +1 949 474 8510