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Accurate
and timely accounting information is a necessity for any successful
business. Levy & Associates can assist you on either a
temporary or on-going basis. Due to the size of our firm, our clients
receive incomparable, personalized, quality service. We offer the
following:
- Tax Planning and Return Preparation Services
- Payroll Services
- Business Valuation Services
- Financial Planning Services
- Auditing Services
Tax Planning and Return Preparation Services
Expertise.
Peace of mind. These are the things that you can expect your tax
advisor to provide. We view our relationship with each of our clients
as an ongoing partnership and strive to provide you with quality,
up-to-date tax return preparation and advice. We keep abreast of
current tax laws throughout the year to minimize your tax liabilities
and to maximize your future opportunities.
Whether you are an individual or operate a multi-tiered corporation or
partnership, our partners and staff can accommodate your needs for tax
planning and preparation.
Payroll Services
In the
diverse world of business, some companies find it difficult to manage
all of the many functions required to run their businesses. Wouldn't it
help you to rely on a trusted and accessible business partner to handle
your payroll? Allow us to take care of your payroll needs - from
issuing the payroll checks to filing the necessary tax returns.
Business Valuation Services
ESOPs,
litigation support, mergers and acquisitions, divorce settlements, buy
- sell agreements... In these cases, you need to know what your
business is worth. Rely on our firm to assist you through these
difficult processes. We will do a comprehensive analysis that can help
you make informed decisions.
Financial Planning Services
Effective
management of financial affairs requires extensive knowledge,
organization, and constant vigilance. Our firm provides a complete
range of consulting and advisory services to help with the complexities
of financial planning. We truly care about our clients and strive to
form lasting relationships with each of them - providing beneficial
information, access to a wealth of resources, and a proactive stance in
serving each client's needs.
Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
- Insurance Consulting |