Lippman & Associates CPA's

(510) 606-4036

Hours of Operation
Mon - Fri: 9:00 AM - 5:00 PM
After Hours and Weekend

Tax Consulting Services in Walnut Creek, CA

Tax Consulting Services in Walnut Creek, CA

Choose a firm with an impressive track record in tax and financial planning. Since 1974, we have been providing tax consulting services in Walnut Creek, CA. Over the years, we have established a reputation for efficiency, precision, and excellence. Contact us to learn more about full service accounting at Lippman & Associates CPA's.

Wayne B. Lippman, MS - Taxation, Partner

Wayne B. Lippman has more than 40 years of experience in public accounting, including 20 years with Price Waterhouse, where he served as a tax partner in the San Francisco and Oakland offices. He was previously the managing tax partner of the Walnut Creek office of Price Waterhouse.

Wayne specializes in personal tax planning for high-net-worth individuals and corporate executives and corporate tax planning for closely held businesses. He has significant experience in investment planning, stock option planning, and real estate taxation. Wayne is active in professional organizations and is a past chairman of the taxation committee of the California Society of Certified Public Accountants, East Bay Chapter. He received a Bachelor of Arts degree in Economics from the University of California, Berkeley, and a Master of Science degree in Taxation from Golden Gate University.

Stephen M. Hilberg, E.A., MBA, Tax Manager

Stephen M. Hilberg has over 30 years of experience in both public and private accounting. He spent the early part of his career with Deloitte & Touche as an audit manager, providing consulting and auditing services to a diverse client base ranging from medium-sized, closely held companies to major publicly held companies. He then moved to private industry, where he spent over 17 years as the chief financial officer of a major Bay Area retail chain.

After retiring from a successful career as a financial executive, Stephen updated his tax education and became an enrolled agent. He has expertise in personal and corporate tax planning and compliance. He is a CPA in the State of New Jersey and holds a Bachelor of Arts degree in Economics from Rutgers University and a Master of Business Administration degree in Accounting and Finance from New York University.

Core Values

Our goal is to meet and exceed client expectations. We have always taken a "hands-on" approach to the services we offer. Dialogue and frequent communication with clients are key. Projects are performed collaboratively with feedback from clients, accounting staff members, and managers. This method ensures that clients receive optimal and timely service. In order to enhance our continual development and expertise and provide highly professional tax services, each member of our staff participates extensively in continuing education programs and is active in civic and community organizations. We constantly monitor new legislation and regulations in order to facilitate tax planning and keep our clients informed. We also remain abreast of technological changes and innovations that streamline the services we provide, thereby adding further value to our clients.