About the Practice
Liberty Point Accounting & Tax Solutions was founded in 2022 to serve a specific kind of client — high-earning families and business owners who want to understand their tax situation, not just see it filed. We are a strategic tax practice operating alongside the wealth advisors at Liberty Point Advisors, headquartered in Exton and Chesterbrook, Pennsylvania.
Where the Architecture Comes From
Ian's grandfather was an architect — an entrepreneur who founded and ran his own firm in the town Ian grew up in. He spent his career making the case that the plan drawn before construction begins is the part that determines what gets built.
The lesson stayed. The most consequential work usually happens before anything visible has been done — before the foundation is poured, before the contract is signed, before the equity vests, before the return is filed. The architecture metaphor that runs through this practice is not borrowed from elsewhere. It was the family vocabulary.
Tax planning, done well, is the same kind of work. By the time a return is signed, the decisions that mattered most have already been made — or missed.
Why This Practice Exists
The practice started as a sole tax practice in 2018, run by Ian Klinger as he transitioned from the CPA profession into the broader financial-advice world. It was formally established as a firm in 2022.
What Ian noticed early in the financial-services side of the industry was a structural gap. Most advisors talked about taxes — every prospectus, every plan summary, every quarterly review mentions them — but very few advisors had an actual tax solution to offer their clients. The CPA credential, one of the most trusted in financial services from a client perspective, was almost entirely absent from the planning side of the table.
The practice was built to close that gap. The other gap it closes is on the CPA side. Tax preparation has become a volume business — a high number of returns, low engagement with each client, and almost no attempt to explain the work. Many of our clients arrive saying something close to this:
"My last accountant did this for me. I don't get it, and I'd like to understand what's going on a little bit more."
Tax is the least-understood corner of personal finance, and for most high earners it is the single largest expense across a lifetime — larger than housing, larger than tuition, larger than anything else. Helping clients actually understand what is happening, and why, is more than half the value of the engagement.
Our Approach
A first conversation with us usually starts with a tax question. What follows is the same regardless of the entry point. We look at the next three to five years of your tax picture in the context of everything else — investments, estate, business, and the broader trajectory of the family. The annual filing becomes a byproduct of that view, not the project itself.
The work fits inside a four-pillar coordinated framework we share with Liberty Point Advisors. We lead the Tax & Estate pillar, coordinating with Goal Planning, Investments, and Risk & Banking across each quarter so decisions in one corner of the architecture read across the others.
How You Engage
Clients choose how deeply to engage. The first year depends on which track makes sense for the household.
For clients whose primary need is well-prepared, well-explained annual returns. We operate like a CPA practice that actually walks you through the work — federal, state, and local filings prepared with the same care a planning client receives, just at a tighter scope.
Pricing: per-form for compliance work, with hourly billing for the complex pieces that fall outside a routine filing.
For clients ready to go deeper. We map the full picture — every account, every asset, every entity — into a shared dashboard, then build a tax plan that flows into the broader financial plan. Many of these engagements eventually coordinate with the wealth team at Liberty Point Advisors.
Pricing: an annualized fee billed monthly or quarterly — a subscription to the team, with access throughout the year, not just at filing time.
Behind both tracks: TaxDome as the secure document and workflow portal, and eMoney as the planning dashboard for Track 02 clients — the shared canvas the team works on alongside you.
Growth & Continuity
The practice has matured deliberately — through organic relationships and the careful acquisition of established tax books whose principals are ready for transition.
Ian Klinger transitions from the CPA profession into the broader financial-advice world, opening a sole tax practice that would become LPATS.
Liberty Point Accounting & Tax Solutions is launched as a separate legal entity, organized around the dual-discipline model: CFP® and CPA/PFS together, designed to coordinate directly with Liberty Point Advisors.
The practice extends regionally through the acquisition of Toolan & Company, a long-standing tax practice in greater Philadelphia. Mark Toolan continues with Liberty Point Accounting & Tax as Senior Tax Advisor, Emeritus — preserving continuity for the relationships he built over a long career.
Additional acquisitions of established tax practices anticipated over the next twelve months — same model: integrate the book, retain the senior advisors who built it, bring the relationships into the broader practice architecture.
Memberships & Community
Member of the AICPA (American Institute of Certified Public Accountants) and the PICPA (Pennsylvania Institute of Certified Public Accountants) — the professional bodies that set technical standards, continuing education, and ethical practice for the CPA profession nationally and in Pennsylvania.
Board member, [organization name — please confirm spelling], Skippack, Pennsylvania. A commitment to the same kind of structured stewardship the practice tries to bring to the families it serves.