I was referred to Rich Lipton and his team by my wealth management group, and I’m very glad I made the call. I’ve had mixed experiences with CPAs in the past—often expensive and hard to reach—but Rich has been the opposite. He takes the time to understand my situation, answer my questions clearly, and think ahead with me.
What I appreciate most is that he’s not just focused on filing taxes—he understands the bigger picture and helps me plan for what’s ahead. His thoroughness, attention to detail, and availability have made a real difference, especially while navigating some more complex... read full review
April 2026
Rich and his Team have helped us file our taxes and let me tell you we are not easy clients due to the array of work we do as a whole family. Rich and the Team respond quickly, process quickly and keep on us on time even tho we are the slow pokes in the process due to our busy schedules. We are grateful to the whole team!
March 2026
Rich and Staff handled taxes when I had to move to different states. I had to do this 2 times. And they were able to handle this well. Rich and staff always answer my questions quickly
I was referred to Rich Lipton and his team by my wealth management group, and I’m very glad I made the call. I’ve had mixed experiences with CPAs in the past—often expensive and hard to reach—but Rich has been the opposite. He takes the time to understand my situation, answer my questions clearly, and think ahead with me.
What I appreciate most is that he’s not just focused on filing taxes—he understands the bigger picture and helps me plan for what’s ahead. His thoroughness, attention to detail, and availability have made a real difference, especially while navigating some more complex... read full review
Rich and his Team have helped us file our taxes and let me tell you we are not easy clients due to the array of work we do as a whole family. Rich and the Team respond quickly, process quickly and keep on us on time even tho we are the slow pokes in the process due to our busy schedules. We are grateful to the whole team!
Rich and Staff handled taxes when I had to move to different states. I had to do this 2 times. And they were able to handle this well. Rich and staff always answer my questions quickly