Empowering Your Financial Future
At Lettich and Zipay, Certified Public Accountants, we have been providing quality, personalized financial guidance to local individuals, governments, nonprofits, and businesses for years. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. We are one of the leading firms in the area, and our team is dedicated to delivering exceptional service and guidance to our clients.
Our Mission
Our mission is to help our clients maintain financial viability in the present while taking a proactive approach to achieve their future goals. To achieve this, we strive to understand our clients' needs through research and sound analysis. We are committed to meeting our clients' needs with high standards of excellence and professionalism. Over the years, our dedication to hard work has earned us the respect of the business and financial community in and around the area.
Services
We provide a wide range of services to individuals, governments, nonprofits, and businesses in various industries. Our services include:
- Tax Management Services: We guide our clients through tax planning and preparation decisions, minimizing their tax liabilities and maximizing their cash flow.
- Assurance and Advisory Services: Our team of experts provides assurance services, including audits, reviews, and compilations, as well as advisory services to help businesses grow and thrive.
- Estate and Trust Planning and Tax Preparation: We help individuals and families plan for the future, ensuring their estates and trusts are tax-efficient and compliant with applicable laws.
- QuickBooks Accounting Help and Assistance: Our team is experienced in QuickBooks accounting software, providing help and assistance to clients who need guidance with their financial record-keeping.
- Entity Selection and Restructuring: We advise businesses on the best entity structure for their needs, and assist with restructuring and reorganization when necessary.
- Payroll Services: We provide payroll services to businesses, ensuring compliance with tax laws and regulations.
- Financial Projections and Forecasts: Our team prepares financial projections and forecasts to help businesses plan for the future and make informed decisions.
- Mergers, Acquisitions, and Sales Accounting Services: We assist businesses with mergers, acquisitions, and sales, providing accounting services to ensure a smooth transition and minimize disruption.
- Litigation Support and Forensic Accounting: Our team provides litigation support and forensic accounting services to help businesses resolve disputes and uncover financial irregularities.
- Bookkeeping/Write-up: We offer bookkeeping and write-up services to help businesses keep their financial records accurate and up to date.
- IRS Representation: Our team represents clients in dealings with the Internal Revenue Service, ensuring compliance and minimizing the risk of audits and penalties.
- Cash Flow and Budgeting Analysis: We analyze a company's cash flow and budget, providing guidance on how to optimize financial performance and achieve business goals.
Overall Experience
Reviews suggest that Lettich and Zipay provide a seamless experience for some clients, with Norm being highly praised for his expertise and professionalism. However, there is a notable exception where a client had a disastrous experience due to poor communication and a significant mistake.
Positive Aspects
Several reviewers praised Norm's knowledge, professionalism, and availability. They appreciated the prompt responses to their questions and found the service to be reasonably priced.
Negative Aspects
On the other hand, one reviewer had a terrible experience due to poor communication and a mistake that resulted in significant financial consequences. They reported being ignored for 18 months, and despite numerous attempts to contact the office, their issue was not resolved.
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