Business Details
Your Trusted Partner for Accounting and Tax Solutions
We are a public accounting firm dedicated to providing comprehensive financial services for business owners, executives, and high-net-worth individuals. Our team combines over 50 years of collective experience with advanced technical expertise to deliver personalized accounting, tax, and financial planning solutions. We prioritize professional knowledge, competence, and close client relationships to address current financial needs while anticipating future challenges.Our commitment to excellence is demonstrated through continuous investment in professional education, cutting-edge technology, and strategic business relationships. We serve clients in the tri-state area and nationally, offering tailored services for service industries, non-profits, and professionals. Our approach emphasizes transparency, ethical standards, and proactive financial guidance to help clients achieve both immediate and long-term objectives.
Services
Retirement Planning
Small Business Accounting
Tax Preparation
Non-Profit Accounting
IRS Audit Representation
Highlights and features
- We offer over 50 years of combined experience in accounting and tax services.
- Our team provides personalized attention with advanced technical expertise.
- Specialized services for non-profits, small businesses, and high-net-worth individuals.
- Committed to continuous professional education and cutting-edge financial technology.
- Proven track record in tax planning and financial strategy development.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Retirement Planning
We develop comprehensive retirement plans tailored to individual financial situations and long-term goals. Our services include asset evaluation, budget creation, Social Security optimization, and tax-efficient withdrawal strategies. With expertise in various retirement vehicles like IRAs and pension plans, we help clients maximize their financial security while minimizing tax liabilities through personalized guidance and ongoing portfolio management.
Small Business Accounting
Our accounting solutions help small businesses maintain accurate financial records and make informed decisions. Services include cash flow analysis, profit-and-loss statements, strategic tax planning, and outsourced CFO support. We implement customized accounting systems and internal controls while providing monthly, quarterly, and annual financial reporting to ensure business owners have real-time visibility into their financial health and growth opportunities.
Tax Preparation
We offer complete tax preparation services for individuals and businesses, focusing on maximizing deductions while ensuring compliance. Our expertise covers federal, state, and local tax requirements with specialized knowledge in business entity structures. We provide strategic tax planning, audit representation, and resolution services for back taxes, IRS levies, and innocent spouse relief through our experienced CPA team.
Non-Profit Accounting
Specialized accounting services for non-profits including Form 990 preparation, audit compliance, and tax-exempt status applications. We handle financial statement preparation, grant reporting, and compliance with OMB Circular A-133 requirements. Our team ensures non-profits maintain proper financial controls while optimizing funding utilization and meeting all regulatory requirements for charitable organizations.
IRS Audit Representation
Professional representation for clients facing IRS audits, including examination defense and documentation management. Our CPAs negotiate with tax authorities to resolve discrepancies while minimizing penalties. We provide audit preparation guidance, tax code interpretation, and advocacy services throughout the audit process to protect clients' interests and achieve favorable outcomes through our established expertise in tax controversy matters.
People
Levine, Daniel CPA
Certified Public Accountant
Experienced CPA with decades of expertise in accounting, tax planning, and financial strategy. Specializes in serving business owners, professionals, and non-profits while maintaining commitment to personalized client service and professional excellence.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including financial reporting, cash flow management, payroll processing, tax planning, and outsourced CFO services tailored to small business needs.
Do you specialize in retirement planning?
Yes, we create customized retirement plans evaluating your financial situation, optimizing Social Security benefits, and developing tax-efficient withdrawal strategies to ensure long-term financial security.
Can you help with IRS audit representation?
Our CPA team offers professional audit representation, negotiating with the IRS to resolve discrepancies while minimizing penalties and protecting your interests throughout the audit process.
What tax services are available for non-profit organizations?
We handle Form 990 preparation, tax-exempt status applications, compliance reporting, and financial statement audits specifically designed for non-profits and charitable organizations.
How do you support new business formation?
We assist with entity selection, business plan development, accounting system setup, tax compliance, and licensing requirements to establish a strong financial foundation for new businesses.
