Liptak, John P CPA

Building Financial Success, One Client at a Time

John P. Liptak, CPA, P.C. has been guiding individuals and businesses towards financial success for over three decades. With a deep understanding of financial planning, tax compliance, and accounting principles, John offers a comprehensive suite of services tailored to each client's unique needs.

A Foundation of Expertise

John's educational background includes a Bachelor's degree in Business Administration and a Master's degree in Taxation, both from reputable institutions. He solidified his expertise by earning his CPA designation in 1988 and obtaining the prestigious PFS designation from the AICPA in 1993.

Tailored Solutions for Specific Needs

From basic tax preparation and accounting services to in-depth financial planning and business consulting, John's expertise encompasses a diverse range of areas:

• Financial & Investment Planning: Developing personalized plans to optimize your assets, investments, and retirement goals.
• Business Consulting: Guiding businesses through strategic planning, financial analysis, and operational efficiency enhancements.
• Succession Planning: Ensuring the seamless transition of ownership and management in family-owned businesses.
• Tax Compliance: Ensuring accurate filing of all state and federal taxes, maximizing deductions and minimizing liabilities.

Client-Centered Approach

John believes in fostering open communication and building strong client relationships. He takes the time to understand each client's unique needs, goals, and aspirations. Through thorough research, analysis, and ongoing communication, John develops tailored solutions and proactively guides clients through implementation.

Building Trust and Transparency

John P. Liptak, CPA, P.C. is committed to maintaining the highest ethical standards and providing clients with clear and concise information throughout the engagement process. This dedication to transparency and open communication has earned him the trust and loyalty of his clients over the years.