Established 1992 Joel Levy has been serving the South Florida area since relocating from NY in 1979. His experience encompasses both public and private sectors. The partners bring a wealth of knowledge from their experience working for private businesses, managing tax and accounting practices and “big four” accounting experience. LEVY & ASSOCIATES
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WE ARE A FULL SERVICE ACCOUNTING FIRM: BUSINESS BOOKKEEPING/ WRITE-UP, INDIVIDUAL TAX RETURNS, AUDITS AND REVIEWS. FLAT FEE, NO HOURLY RATES
CERTIFICATION: CPA, QUICKBOOKS ADIVSOR AND PEACHTREE
After his time employed by an international accounting firm as well as four years spent as Chief Financial Officer of a $50 Million manufacturing company, Mr. Levy established his own Certified Public Accounting firm.
Joel has continued to enhance his fields of expertise by earning his Masters of Science degree in Taxation and the designation of a Personal Financial Specialist (PFS) as recognized by the American Institute of Certified Public Accountants. He brings with him to the financial arena a personal approach and the philosophy that by maintaining a high level of customer satisfaction and by providing his clients with a broad range of services that have been tailored to their individual needs and specific goals, he can significantly assist them in achieving their financial objectives.
We provide “monthly or quarterly bookkeeping/write up” which consist of: Generating balance sheet and Profit and Loss Statement, UNLIMITED DISCUSSION of clients accounting and business related questions by phone or at our office, timely preparation of all payroll state and federal tax forms, tax planning and preparation. BUSINESS ACCOUNTING
INDIVIDUAL TAX RETURN PREPARATION:
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. INDIVIDUAL TAX RETURN PREPARATION
AUDITS AND REVIEWS:
We provide audits, reviews, and compilations services for fraud, misconduct, and state agency or bank requirements. AUDITS AND REVIEWS
CONDO ACCOUNTING SERVICES:
We provide general bookkeeping/accounting functions tailored for condo associations which include collecting deposits, maintaining accounts receivable, sending delinquent letters, maintaining tenant records up-to-date, paying vendors, assisting with budgets, and preparing monthly, quarterly and/ or annual financial statements. Furthermore, we perform “Reviews” and “Audits” of financial statements. CONDO ACCOUNTING SERVICES