Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Our Values

We work for you, not the other way around!

We will spend our first few meetings learning about you, your business, and your methods. We want to know what information is valuable to you, what places that you need help with, and what you are doing exactly right. Having this detailed information about you will allow us to advise you in your Accounting, Bookkeeping, and Tax Preparation needs. We want to partner with you, work closely with you, to keep you informed and armed with all of the information you need to make wise decisions for your small business.

The Bottom Line

A good accountant, bookkeeper, or tax preparer will always keep track of your expenses. We will look to find a way to maximize your profits, whether it be on a monthly expense, tax implications, or zeroing in on the products or services that make you the most money. The bottom line is the focus of our advice.

Always Just A Phone Call Away

We use a Voice Over IP system that forwards to our employees mobile phones. This means you should never hear a voicemail answering system. You will get to talk to a person every time you call. This way you know that your questions and concerns will be taken care of as quickly as possible. Without clients, we don’t have a business. We are here for you.

Staff Profiles

Rocky Lippold

Rocky Lippold is an Enrolled Agent with Tax Break, LLC. He has over 30 years of experience providing accounting, tax and consulting solutions to a variety of clients in the commercial and public sectors. He has an extensive background in Financial Planning, Cash Flow, and Budgeting. Rocky also serves as an engagement partner for a variety of clients in the not-for-profit, and commercial industries.

Rocky started the firm while serving in the Army for 23 years, where he held several leadership positions. During his time, he was Fire Support NCO, managed and Human Resources department in Germany, and an Army Career Counselor.

Rocky earned his Master’s in Business Administration (MBA) from Columbia College. He is a member of the National Association of Tax Professionals (NATP), the National Society of Tax Professionals (NSTP), and a number of professional and trade organizations. He is also a lifetime member of the American Legion and the Veterans of Foreign Wars.

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