Levy Levy & Nelson CPA

Levy, Levy & Nelson is a reliable accounting firm serving Calabasas and beyond. We partner with individuals and businesses to navigate the financial landscape with clarity, confidence, and strategic planning.

Our guiding principles

• Accessibility: We prioritize clear communication and transparent services, ensuring you understand every step of the process.
• Integrity: Our values are built on honesty, professionalism, and accountability.
• Collaboration: We work alongside you to achieve your unique financial goals through personalized plans and proactive solutions.

Who we serve

• Individuals: We empower individuals to achieve financial security through personal financial planning, tax optimization, and retirement planning.
• Business owners: We support business success by providing comprehensive accounting services, tax compliance assistance, and strategic business planning.

Personal Financial Planning

• Goal-setting and budgeting
• Investment analysis and planning
• Retirement planning and analysis
• Estate planning and insurance review

Business Services

• Accounting and bookkeeping
• Tax compliance and planning
• Business valuation and succession planning
• New business formation assistance

Small Business Accounting

• Streamlining your accounting processes
• Financial statement preparation and analysis
• Business performance monitoring and consultation

Tax Services

• Tax preparation and filing
• Tax planning and optimization
• IRS audit representation
• Resolve tax problems and outstanding taxes

Beyond numbers

We believe in building lasting relationships with our clients. Our dedicated team is passionate about understanding your unique needs and goals, and we treat every client with the utmost respect and professionalism. We are committed to collaborative partnerships and open communication throughout the process.

Why choose Levy, Levy & Nelson?

• Experienced and qualified team with extensive knowledge in diverse financial situations.
• Personalized and responsive service tailored to your individual needs.
• Transparent communication and clear explanations every step of the way.
• Commitment to building lasting client relationships based on trust and mutual respect.