Erika Lipkin - Intuit TurboTax Verified Pro

20 W Colony Pl Ste 181
Durham, NC 27705
M-Tu Closed, W 9am-5pm, Th Closed, F 9am-5pm, Sa-Su Closed

Monday:  Closed
Tuesday:  Closed
Wednesday: 
9:00 am – 5:00 pm
Thursday:  Closed
Friday: 
9:00 am – 5:00 pm
Saturday:  Closed
Sunday:  Closed

After working in a wide variety of accounting and technology roles, I realized that my true passion is working with businesses and individuals, helping them use their financial and accounting data to reach their goals. Numbers don’t just tell a story that happened in the past; they can also be used prospectively to plan for the future. My firm's primary goal is to enable clients to succeed, providing them with the knowledge and support they need to move forward with confidence. Having correct numbers and truly understanding them can lead to large savings and awareness of your financial situation, so your financial goals can come to life, and your dreams of wealth and success can come true. Also, with accurate and compliant financials and tax filings, you can sleep better at night and feel empowered in making decisions that will determine your financial future. My firm offers tax, bookkeeping, accounting, and strategic tax planning services. These services go hand in hand since each of them will impact your end result. Thus, it is important that you are working in all of these areas. My firm primarily works with the QuickBooks Online accounting software and tools, but we have the ability to support you if you are working with other software as well, since the software you are using doesn't change the fact that you need to have basic financial information for your household and business. My professional background includes many years working in the financial world, as a corporate controller, accountant, consultant, and trusted advisor. I have always worked with numbers (first as a Consultant at Accenture and DoubleClick (now Google), and then my accounting career began in 2003 as an auditor at Ernst & Young LLP in New York City, working with large financial institutions. I currently enjoy working with individuals and small to mid sized businesses in a variety of industries. Lipkin CPA PLLC

Specialties

Cryptocurrency
Business Tax Returns
Employee Stock Purchase Plan
C Corporation (Business Tax Expertise)
Schedule K-1
Farm Income
S Corporation (Business Tax Expertise)
Retirement Income
Foreign Income
Multi-State Taxes
ISO Exercise
Self-Employment Income
Partnership (Business Tax Expertise)
Rental Property Income