Additional information

Mission statement:

Our mission is to be able to join with our clients to help them achieve their goals by applying our knowledge and skills in a professional and ethical fashion. We strive to keep our focus on the big picture items while dealing with the day-to-day issues of business and life.

Overview:

We are a full service accounting firm offering personalized services to business and individuals. We are driven by the principals of integrity, character, and the desire to make a difference in the lives of others.

Services
Stuart Levy CPA, APC provides a wide range of services to individuals and businesses in a variety of industries. At Stuart Levy CPA, APC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Management Services
Assurance and Advisory Services
Financial and Retirement Planning
QuickBooks Accounting Help and Assistance
Entity Selection and Restructuring
Payroll Services
Financial Projections and Forecasts
Mergers, Acquisitions, and Sales
Accounting Services
Estate and Trust Planning and Tax Preparation
Litigation Support and Forensic Accounting
Bookkeeping/Write-up
IRS Representation
Cash Flow and Budgeting Analysis
Business Valuation
Debt and Finance Advising

Member:

We are members of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

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