Personal Tax Accounting

When it comes to Personal Tax Accounting, "personal" should be as important as "tax accounting" expertise. Whether you need tax accounting for individual, family, high-net worth, entrepreneur, or business ownership, Lippa Beers & Associates combines more than 35 years with the kind of personal attention that comes with a lifetime CPA partner.

Tax Accounting for Individuals and Families

Lippa Beers & Associates approaches tax accounting for individuals and families first with the goal of helping you understand the tax benefits available to you for your return, and second to help you plan for the upcoming tax year. We help you make the best decisions for your financial future by getting to know you and your family's financial goals. No matter what stage of life you're in, we help you make the most of:

  • Individual and family tax return preparation and submission (1040, 1040EZ, 1040A and more)
  • Income tax planning (understanding 1099, W2, W-9, and more)
  • Personal tax payment planning (annual, quarterly, monthly)
  • Benefits tax planning (HSA (Health Savings Account), FSA (Flex-Spending Account), Equity Grants, and more)
  • Estate and trust tax planning
  • Retirement tax planning (401K; Traditional, Roth, and Simple IRAs; SEP (Simplified Employee Pension) Plan; and more)
  • Philanthropy and charitable tax planning
  • Tax advice and consultation

Tax Accounting for High-net Worth Individuals

Tax preparation for high-net worth individuals can be complex, accounting for multiple income streams, investments, estates, trusts and more. You want a CPA partner that understands your personal goals and long term wealth management strategy and tax planning and preparation is intertwined with those objectives. No matter what stage of life you're in, we help you make the most of:

  • Individual and family tax return preparation and submission
  • Multi-source income tax planning
  • Personal investment tax planning (Stocks, Bonds, Commodities, Equity and more)
  • Benefits tax planning (HSA, FSA, Equity, Social Security, and more)
  • Estate and trust tax planning (gift taxes, estate taxes, GST (Generation Skipping Transfer) taxes, and more)
  • Retirement tax planning
  • Philanthropy and charitable tax planning
  • Tax advice and consultation

Tax Accounting for Entrepreneurs

State and federal tax codes for entrepreneurs can be complicated, especially as changes annually can make a significant impact on deductions, credits and payment options. Regardless of your business' lifecycle, you can trust Lippa Beers & Associates to help you stay focused on your enterprise and bring you the tax expertise to maximize the income for you and to reinvest in your enterprise. No matter what stage of life you're in, we help you make the most of:

  • Entrepreneur individual and family tax preparation
  • Business tax planning (including S-Corp, LLC, and more)
  • Entrepreneur investment tax planning
  • Retirement tax planning (including employer & employee social security taxes)
  • Tax advice and consultation