Jeff Lipsey has a strategic relationship with DSP Wealth Strategies. Jeff and his team provide advice and strategies for business and individual tax planning to DSP Wealth Strategies.
In addition to his role at DSP Wealth Strategies, Jeff is the founder and CEO of Lipsey and Associates, a modern CPA firm with ten years of trusted expertise. He is both an Enrolled Agent (EA) and a Certified Public Accountant (CPA). He brings an entire team of trusted and licensed professionals to assist small business owners and high-net worth individuals maintain compliance with the IRS in the most tax-efficient way possible.
EDUCATION
University of Illinois at Urbana-Champaign
B.S Accounting & Finance
2006
Enrolled Agent
2013
Certified Public Accountant
2013
PRIOR EXPERIENCE
Lipsey and Associates
Founder and CEO
2013 – Present