Company Profile

Since 1971, Liptz, Roberts, Marquez, Merkle, Singh & Zipor Charted has maintained a dedicated staff to serve all of your financial needs. Our professionals are highly trained in accounting, management, and taxation and are dedicated to developing workable accounting and financial management solutions for clients. Our firm's longevity is a clear measure of the quality of our work product and client satisfaction with our staff. In providing professional services to the business community, we always work within the framework of timely completion of the task, performed in the most efficient manner possible. Our focus is to treat each client as if he or she were the firm's only client. We combine personal attention with a commitment to timely delivery of our work product to ensure we meet or exceed our clients' expectations for competent professional service. Telephone calls are promptly returned. When a partner is not available for an extended period, another partner will step in to provide assistance or respond to the inquiry made. Supported by sophisticated computer software and an extensive research library, technical experts in our tax department provide services in all areas of taxation. In addition, we continuously monitor pending tax legislation to determine its potential impact on our clients.

Our Mission

Our mission is to enable organizations and individuals to shape their financial future and to provide our clients with real value in choosing us as their accounting firm. Combining insight and integrity, our CPAs deliver value to clients by:

• Communicating the total client's picture with clarity and objectivity,
• Translating complex information into critical knowledge,
• Anticipating and creating opportunities
• Designing pathways that transform vision into reality.

Our goal is to understand the nature of a client's business, the financial and operational needs - both immediate and long term - and to offer viable cost-effective solutions to meet those needs. We then concentrate on putting those solutions to work for clients so that they can minimize costs and expenditures, enhance revenues, reduce the overall tax burden, and operate successfully in a highly technological and competitive business environment. For our non-business clients, our mission is to enable them to enhance their personal net worth by applying tried and proven methods for financial growth.

We are quick to respond to client requests. We consistently meet the tightest of deadlines, performing beyond our clients' expectations. Our standards of quality are high in everything we do. It's an approach that goes beyond simply doing your books or preparing your taxes. We are committed to answering your need for timely financial advice. We are large enough to provide the full spectrum of services you need, yet small enough to assure individual attention.

Our partners and staff also speak these languages:

• French
• Spanish
• Hebrew
• Tagalog
• Hindi
• Gujarati
• Punjabi