Business Details
50+ Years
experience
Expert Accounting & Tax Services in Calabasas
Founded in 1955 by Leo Levy, our accounting firm has built a legacy of excellence spanning generations. We provide comprehensive accounting, tax, and financial planning services tailored to individuals, business owners, and executives. Our team combines decades of experience with personalized attention, ensuring each client receives strategic solutions backed by deep industry expertise. We specialize in navigating complex tax issues, IRS disputes, and business consulting while prioritizing transparency and client education. Rooted in family tradition, we remain committed to delivering value-driven services that empower clients to achieve long-term financial success. 
Services
Tax Preparation
IRS Audit Defense
Small Business Accounting
Tax Planning
QuickBooks Support
Details
- Year established: 1955
Highlights and features
- We offer over 70 years of combined experience in accounting and tax resolution.
- Our team includes CPAs with specialized expertise in IRS audit representation.
- We provide customized financial plans tailored to individual client circumstances.
- Family-owned tradition of personalized service since 1955.
- Proven track record resolving complex tax problems for businesses and individuals.
Services
Tax Preparation
Professional tax preparation services ensure accurate filings while maximizing deductions. Our experts handle complex returns for individuals and businesses, including Schedule C preparation for self-employed clients. We specialize in resolving bookkeeping backlogs and implementing systems for ongoing compliance. Electronic filing options available for faster refunds.
IRS Audit Representation
Comprehensive IRS audit support minimizes client liability through strategic representation. Our team handles all communication with tax authorities, resolving disputes related to underreported income, deductions, and payroll taxes. We implement corrective measures to prevent future compliance issues while protecting client interests throughout the audit process.
Small Business Accounting
Tailored accounting solutions for growing businesses include bank reconciliation, financial statement preparation, and general ledger maintenance. We provide income statements and balance sheets for informed decision-making. Services integrate with QuickBooks and include customized reporting to track business performance metrics.
Tax Planning
Proactive tax planning identifies savings opportunities through income-shifting strategies, deduction optimization, and retirement planning. Our approach minimizes future tax liabilities while ensuring compliance with evolving regulations. We specialize in multi-generational wealth preservation and business succession tax strategies.
QuickBooks Support
QuickBooks setup and optimization services streamline financial management for businesses. Our experts provide both initial implementation and ongoing troubleshooting, training clients in efficient software use. We ensure proper configuration for accurate financial reporting and tax preparation integration.
People
Leo Levy
Founder
Established the firm in 1955 after earning his accounting degree through the GI Bill. Specialized in foundational tax strategies before retiring.
Richard Levy
Tax Specialist
Joined the firm in 1976 with expertise in IRS audit appeals. Certified pilot and volunteer for LAPD homicide investigations since 1988.
Diane Nelson
Business Consultant
Tax and business consulting expert since 1981. Active in community service through Woodland Hills Rotary activities.
Melanie Nelson
CPA
Third-generation accountant joined in 2013 after San Diego State University graduation. Focuses on continuing family tax expertise tradition.
Paula Synodinos
QuickBooks Expert
Has provided bookkeeping and payroll tax services since 1990. Recognized for exceptional client training in accounting software.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, and tax compliance tailored to small business needs.
How can you help with IRS tax problems?
Our services include audit defense, offer-in-compromise negotiation, wage garnishment relief, and back tax resolution strategies.
Do you handle both business and personal taxes?
Yes, we prepare corporate, partnership, and individual tax returns with specialized attention to complex filings.
What QuickBooks support services are available?
We offer software setup, data cleanup, training sessions, and integration with tax return preparation processes.
How do you approach tax planning for retirement?
We analyze current assets, project future needs, and implement strategies to optimize retirement savings while minimizing tax liabilities.
Are consultations available for new business formation?
Yes, we provide entity selection guidance, registration assistance, and initial accounting system setup for new businesses.
