Business Details
Expert Tax Preparation & Accounting Services
At Marcus & Levine, we specialize in delivering precise and efficient tax preparation and accounting services tailored to meet the unique needs of individuals and businesses. Our team of seasoned professionals prioritizes timely processing and meticulous attention to detail, ensuring compliance with all regulatory requirements. We offer flexible submission options, including secure online uploads, email, and in-person drop-offs, eliminating the need for appointments during regular business hours. Our commitment to personalized service extends to dedicated consultations with experienced CPAs, available by appointment for in-depth discussions.By leveraging modern technology and traditional expertise, we streamline the tax process while maintaining the highest standards of accuracy and client confidentiality. Our lunchtime closure policy ensures staff availability for uninterrupted client support during peak hours. With decades of combined experience, we navigate complex tax codes to optimize deductions and minimize liabilities for our clients.
Services
Tax Preparation
Business Tax Services
Rental Property Tax
Individual Tax Filing
Estimated Tax Planning
Charitable Donation Documentation
Medical Expense Tracking
Property Tax Deductions
Tax Advisory
Document Management
Highlights and features
- We offer secure online file submission for modern convenience
- Our team provides personalized tax consultations by appointment
- No appointment needed for document drop-offs during business hours
- Experienced CPAs handling complex tax scenarios since 1985
- Flexible communication channels including email, fax, and phone
Services
Tax Preparation
Our comprehensive tax preparation service ensures accurate federal, state, and local tax filings for individuals and businesses. We handle income documentation, expense tracking, and deduction optimization while maintaining strict compliance with current regulations. Clients benefit from our expertise in navigating complex tax scenarios and maximizing legitimate savings opportunities.
Business Tax Services
Specialized business tax solutions covering accounting/bookkeeping, expense categorization, and 1099 reporting requirements. We assist with income tracking, deductible expense identification, and compliance documentation for corporations, partnerships, and sole proprietors. Our service includes audit support and tax liability minimization strategies tailored to commercial operations.
Rental Property Tax
Dedicated rental property tax management covering mortgage interest deductions, repair expense documentation, and depreciation scheduling. We handle property management fees, insurance costs, and improvement tracking to optimize tax benefits. Our service ensures proper reporting of rental income and related expenses while maintaining compliance with property tax regulations.
Document Management
Secure document submission and management through multiple channels including encrypted online uploads, email, and physical drop-offs. We implement organized record-keeping practices with tracking systems for tax-related documentation. This service ensures proper handling of sensitive financial information while maintaining client accessibility throughout the tax process.
Tax Advisory
Personalized tax advisory services providing expert guidance on estimated tax payments, deduction eligibility, and compliance requirements. Our CPAs offer strategic planning for travel-related tax implications, refinancing deadlines, and financial aid applications. This service helps clients make informed decisions while avoiding common tax filing pitfalls.
People
Corey
CPA
Corey is a dedicated Certified Public Accountant with extensive experience in tax preparation and financial compliance. He focuses on delivering accurate and timely tax solutions while maintaining personalized client relationships. His expertise covers individual and business tax matters.
Irving
CPA
Irving brings professional expertise to Marcus & Levine as a Certified Public Accountant. He specializes in tax strategy and compliance solutions for diverse client needs. His approach emphasizes clear communication and thorough understanding of evolving tax regulations to benefit clients.
Questions
What are the preferred methods to submit tax documents?
We accept secure online uploads through our website, email submissions, fax at 561-431-3112, or in-person drop-offs during business hours.
Do I need an appointment to drop off documents?
No appointment is required for document drop-offs during regular business hours, but appointments are recommended for detailed consultations.
How are large expense deductions handled?
Expenses totaling $600 or more require vendor documentation, including W-9 forms, to ensure proper 1099 reporting compliance.
What tax documents should I provide for medical expenses?
Submit insurance payment records, pharmacy printouts, and medical provider receipts to document eligible medical expense deductions.
How are property tax deductions claimed?
Property taxes are deductible in the year they're paid. Provide official payment documentation to claim this deduction accurately.
