-We're in business to help our clients succeed

Services

Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.

Accounting Services

Our firm offers a complete range of accounting services, including receivables, payables, payroll management and bookkeeping. Our firm will also prepare custom financial reports for internal, managerial use.

Accounting Software Selection & Implementation

We help our clients to determine what accounting software would best suit their needs. We will help install and train our clients to get the most benefit from the software.

Bookkeeping/Write-Up

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables/payables tracking and analysis.

Consulting Services

Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Estate Planning

Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Financial Planning

To help our clients with their future financial needs, we offer financial planning now to help minimize taxes, to best utilize the client's current investment opportunities, and to bring about their long-term goals.

IRS and State/Local Representation

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

Payroll Services

Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns.

Retirement Planning

It is never too early to start planning for retirement. If you want to live the same lifestyle -- or an even better one -- than you do now, you need to start planning for retirement... NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

Tax Planning

Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

Tax Services

Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state, and local tax returns for individuals and businesses.
Last updated: 01/2017
©Copyright 2017, Alan S. Levine CPA, P.C.
Contact Us
Call today for your complimentary 15 minute initial consultation.

Phone: (503) 626-6638
Fax: (503) 626-0834
scheduleme@levinecpa.com