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Accountancy & Tax Planning

Levy Tax & Consulting LLC

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Levy Tax & Consulting LLC

Profile:

Team: Our team is comprised of experienced accountants with various areas of expertise. We work together to utilize each other's knowledge and skills in order to provide the best services and advice to our clients.

Personal Service: We strive to be accessible and provide timely responses to your questions.

Technology: We utilize the most current technologies, including paperless tax organizers and client portals, to make the process easy for our clients.

Environment: Our firm provides professional services in a casual and friendly setting.

Overview:

SERVICES:

Individual Services:

Our goal is to offer individual tax planning and compliance services that will save you time, money, and stress. The tax laws are complex and constantly changing, so we strive to be knowledgeable and take advantage of all deductions and credits that can minimize your tax liability. We work closely with our individual clients to understand their specific financial situation in order to develop the best plans for their needs now and in the future.

Our individual tax services include:

Tax return preparation
Quarterly estimated tax calculations
Year-end tax projections
Representation and management of tax notices and audits
Retirement plan strategies
Utilization of federal and state tax credits

Business Services:
No matter the size of your operation, our goal is to understand your business and to help you succeed. In addition to tax planning and compliance, we offer business advisory and accounting services.

Our business tax services include:

Tax return preparation
Tax projections and planning
Bookkeeping services (QuickBooks)
Financial statement compilations and reviews
Cash flow management
New business formation planning
Utilization of federal and state tax credits

History: Founded in 2010 by Sam Levy, CPA.

Member: AICPA
GSCPA

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