Business Details
Trusted Accounting & Financial Services in Richmond, VA
Gary Levine CPA has been providing tailored financial solutions for businesses, nonprofits, and individuals since 1998. With over 25 years of experience as a Certified Public Accountant, our founder specializes in strategic tax planning, financial statement preparation, and IRS representation. Our practice is built on eliminating overhead costs to deliver world-class expertise at accessible rates while maintaining personalized service. We serve clients across Richmond, VA, and Central Virginia, offering flexible meeting options including in-person, virtual, and phone consultations. Our commitment to transparency ensures no hidden fees, with all services quoted upfront. As a trusted advisor, we focus on aligning financial strategies with life goals through customized planning for retirement, education funding, and business growth.Our credentials include membership in the American Institute of CPAs, Virginia Society of CPAs, and Financial Executive Institute. We provide comprehensive services ranging from basic tax returns to full-service financial consulting packages, with free initial consultations to ensure client satisfaction. Our blog content addresses timely topics like identity fraud prevention, stimulus check updates, and inflation management strategies. By combining decades of experience with modern accounting tools, we empower clients to make confident financial decisions.
Services
Tax Preparation
Financial Planning
IRS Representation
Budgeting Services
Nonprofit Accounting
Highlights and features
- 25+ years of experience serving businesses, nonprofits, and individuals
- Personalized financial planning aligned with life goals
- Transparent pricing with no hidden fees
- Free initial consultation for all clients
- Specialized expertise in nonprofit accounting and tax strategy
Associations and certifications
- American Institute of CPAs
- Virginia Society of CPAs
- Financial Executive Institute
- QuickBooks Pro Advisor
Services
Tax Preparation
Comprehensive tax preparation services for individuals, businesses, and nonprofits. Our approach combines technical expertise with personalized planning to ensure accurate filings while optimizing deductions. We handle complex scenarios including multi-state returns and specialized nonprofit requirements.
Financial Planning
Customized financial planning focusing on retirement readiness, education funding, and wealth preservation. We develop actionable strategies aligned with personal goals through regular progress reviews and adaptive budgeting techniques.
IRS Representation
Professional IRS representation for audits, collections, and compliance issues. Our services include preparing documentation, negotiating settlements, and ensuring proper tax code application while protecting client interests throughout the process.
Nonprofit Accounting
Specialized accounting for nonprofits including 501(c)(3) compliance, grant reporting, and donor accountability. We provide quarterly financial planning and cash flow analysis to support mission-driven organizations while maintaining regulatory compliance.
Business Consulting
Strategic business consulting covering cash flow projections, financial strategy implementation, and operational efficiency. Our services help businesses make data-driven decisions while maintaining focus on core operations through outsourced financial expertise.
People
Gary Levine
Certified Public Accountant
With over 25 years of experience, Gary Levine provides personalized accounting solutions for businesses, nonprofits, and individuals. A Virginia Commonwealth University graduate with dual degrees in Accounting and MBA, he specializes in strategic financial planning and tax optimization.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, financial statements, IRS representation, and strategic consulting with flexible monthly packages starting at $325.
Do you specialize in nonprofit financial services?
Yes, with over a decade of experience handling nonprofit compliance, quarterly planning, and federal/state reporting requirements.
What individual financial planning options are available?
Our services include retirement planning, education savings, budgeting, and comprehensive financial coaching packages.
Are initial consultations really free?
Yes, we offer complimentary first meetings to discuss your financial needs without any obligation.
How do you handle tax preparation for complex situations?
We specialize in navigating complex tax scenarios with strategic planning to maximize deductions and compliance.
