From small business accounting to individual income tax preparation, our professional Denver accounting firm provides a variety of financial services to meet your individual needs. Our range of services includes tax accounting, investment advice, financial planning, consulting, and more. At Lippa & Associates, P. C., our goal is to help you build a solid and secure financial future, and each of our services is focused on helping you lay a solid financial foundation.
Below you will find a menu of our core financial services, along with a brief description of each. In addition to these core services, we also offer custom services for clients needing more personalized attention. We assist a broad range of clients, including businesses in the non-profit, manufacturing and service industries, and we are happy to address your unique financial goals.
Contact us today, or call 303.771.1040 to find out more and to schedule a consultation.
Small Business Accounting
We offer the full range of other accounting services to help keep your business running smoothly. Our bookkeeping services include Monthly Operating Statements, Bank Reconciliations, Payroll, Audit Trails, Balance Sheet, Financial Graphs and Budgets. We realize that most small businesses can not afford a full-time accountant but still need the expertise at times. We are there when you need us! See our full list of small business accounting services.
Pro-Active Tax Planning
The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning.
Tax Return Preparation
The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning.
Business Formation
Including start-up, expansion, and sale of a business. Many important decisions and financial commitments are involved in starting a new business or selling an old one. The tax effects can be dramatic without careful consideration and thoughtful planning.
IRS Audit Representation
As a valued client we will be available to you in dealing with the IRS and other taxing authorities. We will represent you and assist you in preparing for audits and appeals conferences. We also provide expert counseling on technical tax issues, penalty assessments, and negotiations to resolve payment of tax deficiencies.
Personal Financial Planning
We work with our clients in the areas of investment strategies, tax planning, risk management, and asset preservation to maximize growth but limit tax consequences. We ask the question “Where do you want to be financially”? And then review their retirement, business, education and other needs to be certain their goals are attainable.
Financial Planning for Business Owners
As personal financial planning advisors, we help business owners make the right financial planning decisions by analyzing their overall financial and tax situations, helping them devise estate plans and plans for retirement, and assisting them in risk management, insurance planning, and developing investment philosophy, among other things.
Not-For-Profit Organizations
The firm has extensive experience in the area of Not-For-Profit organizations including filing for exempt status, meeting Federal reporting guidelines, developing and implementing fund accounting systems, and creation and use of budgets.
Business Planning
Establishing short-term and long-term goals and effective methods of achieving them is essential to successful business management. Our Firm can assist you in developing a comprehensive business plan that will help you identify and achieve your goals.
Consulting Services
Our most important goal is to assist you and your company in increasing after-tax profitability. The close working relationship we share with our clients gives us a better understanding of their overall financial goals. We offer a broad array of valuable consulting services including: cash management, risk management (insurance), financing, business valuation, compensation and benefit plans, computer-based accounting systems, succession planning for family-owned businesses, mergers and acquisitions, health care, compliance with government regulations, litigation support, software evaluation and setups.
Internal Controls Review
Our Firm will help you protect your assets by analyzing and improving your existing internal control systems. We are available to identify areas of vulnerability and recommend long-term solutions.
Organizational Consulting
Our Firm can provide expert advisory services to assist you with such issues as organizational structure, job descriptions, performance appraisal, teambuilding, communications, and other human resource concerns.
Diagnostic Review
Interested in achieving more efficient and profitable operations? Have our team perform a diagnostic review of your business operations to pinpoint those areas where efficiency and profitability can be enhanced.
Banking Relationships
Our Firm can provide valuable assistance in establishing, maintaining or expanding current banking relationships. We assist you to professionally organize and prepare your all-important banking proposal.
Reviewed or Audited Financial Statements
When more in depth financials are required, for example, for a grant or a large loan, we can help.
Litigation Support
We provide expert, objective analysis and assistance to clients involved in commercial and civil litigation.
Business Valuations
When your company is involved in a merger, business start-up, acquisition or liquidation, it’s important that your accounting firm provide expert advice in properly structuring the transition. We have extensive experience in handling business transactions that can affect your company’s profitability. In addition, we act as independent consultants, offering you objective assistance to establish methods of business valuation and to perform due diligence.
Information Technology Services
Our computer technology consulting services address the full spectrum of the computerized accounting packages, including application software selection and installation, operations reviews, staff training, and evaluation of day-to-day operating practices.
Research Services
To meet the needs of clients and business associates for timely business information, we supply a variety of customized research services. Business analyses, industry forecasts, company profiles are examples of just some the information resources available.
Executive Searches
We will serve as an autonomous third party to help you interview and screen qualified candidates for key positions in your company, while maintaining the highest level of confidentiality.