Joel Levy has been established since 1992 and has been servicing the South Florida area since their relocating from NY in 1979. His experience encompasses both private and public sectors. The partners also bring a wealth of knowledge from their own experience working for private companies, CPA practices and managing tax and “big four” accounting experience. LEVY & ASSOCIATES
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WE ARE A FULL SERVICE CPA ACCOUNTING FIRM: INDIVIDUAL TAX RETURNS, BUSINESS BOOKKEEPING/ WRITE-UP, 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 continues 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 (CPA). 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 “quarterly or monthly bookkeeping/write up” consisting of: Generating balance sheet and Profit and Loss Statement, UNLIMITED DISCUSSION of clients accounts and business related questions at our office or by phone, timely preparation of all payroll state and federal tax forms, tax planning and preparation. BUSINESS ACCOUNTING
INDIVIDUAL TAX RETURN PREPARATION:
We keep current with the continually changing tax laws throughout the year so we can minimize your tax liabilities and 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, sending delinquent letters, maintaining accounts receivable, 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