Tax Preparation
Tax preparation with heart. We strive to keep our client’s best interests at heart by hearing their concerns. We work to find the best outcome and lowest taxes possible while keeping any red flags to a minimum while addressing their concerns. We teach our clients good tax “hygiene” – to keep track of expenses using the best available accounting software and phone apps to make it easier at tax time. We prepare individual and small business returns including, Corporations, S Corporations, Partnerships/LLC (Limited Liability Companies), Estate and Trust/Fiduciary Returns, as well as Tax Exempt Organizations.
Tax Planning
If you have ever been in the situation where on April 15th you find you owe more taxes than you have cash to pay? We can help you avoid these surprises by meeting with you mid-year to review your current tax situation. We can make recommendations for changes to keep in mind as you finish out the year. We will calculate the estimated annualized taxes for the year, and get you set up with quarterly estimated tax payments or help you adjust your withholding from your wages for the remainder of the year, so come next April you won’t be facing a large sum of taxes you hadn’t planned for.
Tax Audit Representation
We are honored to be able to represent you should your return be chosen for an audit. This means that we can attend the audit on your behalf, so you can avoid the stress of going through that ordeal. We will help you in advance of the audit to prepare the necessary records to present to minimize any additional taxes. Often, we are able to find more expenses that were not previously deducted which could result in possible refunds.
How can DJ assist you?
DJ Lipton, EA has earned a solid reputation for helping taxpayers with IRS audits, prior-year tax issues, estate and trust tax planning, and the Affordable Care Act. The Napa resident has worked in the tax business for 37 years, helping taxpayers plan and prepare so that they can avoid audits while taking advantage of favorable tax rules and regulations. She helps individuals, small business owners of such entities as small Corporations, Partnerships, and Limited Liability Companies, as well as Estates, Trusts, and Tax Exempt Organizations understand the tax implications of major decisions.
DJ explains the pros and cons of tax-deductible contributions, purchasing real estate, buying businesses, refinancing, retirement and career changes. She is an Enrolled Agent, which means she has earned the privilege of representing taxpayers before the Internal Revenue Service and is available to help you with your tax issues so you can concentrate on the more important aspects of your life, career and company.
About DJ Lipton
Before she started her own business at the age of 33, DJ Lipton had survived high school in East Oakland, learned fashion design in an Alameda college, worked in the garment industry in San Francisco, learned accounting on the job in Berkeley and assisted a CPA in Mill Valley.
“I knew financial statements, payroll and income tax, so I started a bookkeeping service of my own in 1987 in San Francisco,” she said.
By 1994 she was winning business awards, expanding her clientele and hiring employees. In 1998, with 150 clients, she suffered an injury during tax season. She then graduated with honors from the University of Phoenix, earning her Bachelor’s of Science degree in Business Management, before deciding to sell the business and take a year off.
Returning to work as a senior accountant in a venture capital company, she rode the dot-com boom and returned to earth when it crashed.
DJ Lipton
Lipton Tax Company Inc
Over 40 Years of Experience
In 2010 she started Lipton Tax Company, Inc. of Napa, and in 2013 moved the business to her current downtown location on School Street. She also continues to teach Zumba classes with other instructors with her second business, Joyful Body Fitness. Having two very different businesses balances and complements her life.
“I really love living in Napa,” says DJ. “It has a calmer pace. I have a garden and am developing deep relationships with friends and neighbors. I really love the work I do because I can truly help people get past problems and issues they may be having with the IRS and get them on a more solid footing by lifting the weight off their heads and chests.”
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