Accounting & Financial Planning in Walnut Creek, CA
Build a strong financial foundation for your business. Lippman & Associates CPA's provides accounting, tax services, and financial planning in Walnut Creek, CA. Make sure your finances are in order by coming to us for assistance. We work with companies as well as high-net-worth individuals to address a wide range of financial issues. Since 1974, our accounting firm has served clients at all stages of growth -- from startups to established businesses to publicly traded corporations. We serve clients in a wide range of business sectors, including:
- Personal Services
Financial Planning for Individuals & Families
Invest well today so you can enjoy a happier tomorrow. In order to do this, you must have financial planning services that are tailored to your specific needs. At the same time, you need skilled CPAs who actively manage your portfolio as the market and your needs change. The team at our company assists you in building wealth, making wise investment decisions, protecting your assets, and managing your tax exposure.
Our first goal is your financial success. That’s why we work hard to build a strong relationship with you to ensure smart investments and other choices. By learning more about your financial objectives, your personal situation, and your risk tolerance, our financial planners are able to offer strategies that are specifically tailored to your needs.
Taking the Turmoil Out of Taxes
Don’t worry about your taxes. Depend on us to handle the paperwork for you. We work hard to reduce your tax liabilities and even improve your refund. At our company, we provide comprehensive tax services for businesses and individuals. As tax specialists, we handle income taxes, as well as many other financial aspects: payroll taxes, sales taxes, and others. Due to our years of experience in the profession, we make sure your taxes are always accurately prepared. There’s no need to concern yourself about tax deadlines either. As part of our business tax services, we ensure prompt delivery of your forms.
So, leave your tax concerns to our professionals. We provide comprehensive tax assistance for companies from all industries. This includes everything from accounting to tax preparation and tax planning. Talk to us about your company’s needs, and we’ll determine how you can benefit from our assistance. We’ll help you be fully prepared for tax season.
Contact us to schedule an appointment with one of our accountants. We proudly serve clients throughout Walnut Creek, CA, and the greater area.