Business Details
36 Years
experience
Trusted Accounting & Tax Services for Small Businesses
Established in 1990, RB Levant, P.A. has built a reputation as a trusted partner for small businesses seeking comprehensive accounting and tax solutions. Our team of certified professionals brings decades of combined experience in financial reporting, tax compliance, and business consulting. We specialize in delivering personalized services that address the unique challenges faced by small enterprises, including tax preparation, QuickBooks implementation, and strategic financial planning. Our commitment to understanding each client's specific needs allows us to provide actionable insights that enhance financial decision-making. With expertise in entity selection, payroll tax filings, and audit readiness, we empower businesses to maintain compliance while optimizing their financial health.Our focus on building long-term relationships ensures clients receive consistent, reliable support tailored to their evolving requirements. By combining technical proficiency with a client-centric approach, we help businesses navigate complex financial landscapes with confidence. Our services extend beyond traditional accounting to include customized solutions for budgeting, capital development, and internal controls. This holistic approach positions us as a strategic partner for small businesses aiming to achieve sustainable growth and operational efficiency.
Services
Tax Preparation
Financial Consulting
Bookkeeping Services
Reconciliation Services
Payroll Tax Filings
Entity Choice Consulting
Budgeting and Planning
Accounting Software Support
Financial Reporting
Audit Readiness
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of specialized small business accounting experience
- Our team provides personalized tax consulting services tailored to client needs
- We implement advanced QuickBooks solutions for efficient financial management
- Our CPA professionals deliver customized financial reporting and analysis
- We maintain a proven track record of building long-term client relationships
Services
Tax Preparation
Our tax preparation services cover personal returns, business filings, and complex corporate tax needs. We specialize in Schedule C preparation, nonprofit 990 filings, and payroll tax submissions. Our CPAs ensure compliance while identifying legitimate deductions to minimize tax liabilities. With expertise in both federal and state tax codes, we help clients maintain compliance and optimize their tax positions through strategic planning.
Bookkeeping Services
We provide comprehensive bookkeeping solutions including accounts payable/receivable management, payroll accounting, and inventory tracking. Our team handles monthly, quarterly, and annual closings while maintaining GAAP compliance. By implementing efficient accounting systems, we help businesses maintain accurate financial records that support informed decision-making and regulatory compliance for both for-profit and nonprofit organizations.
Financial Reporting
Our financial reporting services produce critical statements including balance sheets, income statements, and cash flow analyses. We help businesses understand their financial position through comparative reporting and cash flow analysis. These reports support strategic decision-making while meeting requirements for banks, investors, and regulatory bodies. We also assist with audit preparation and board reporting requirements for growing businesses.
Tax Consulting
We offer strategic tax consulting for entity selection, budgeting, and capital development. Our services include quarterly tax planning, compensation structuring, and software implementation guidance. By analyzing business operations and growth objectives, we develop customized tax strategies that enhance financial efficiency while maintaining compliance with evolving tax regulations at both domestic and international levels.
QuickBooks Support
As QuickBooks specialists, we help businesses implement and optimize their accounting systems. Our support includes custom report creation, process automation, and staff training. We ensure accurate financial tracking through proper chart of accounts setup and reconciliation processes. This technology-focused approach improves financial visibility while reducing administrative burdens for small business owners.
People
Rick Levant
CPA
Rick Levant, CPA, founded the firm in 1990 after working with a regional accounting firm. He holds a BS in business from Ramapo College and is a member of AICPA and NJSCPA. With over 30 years of experience, he specializes in small business accounting and tax strategy.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, bookkeeping, financial reporting, payroll processing, and business consulting services tailored to small businesses.
Do you work with businesses outside New Jersey?
Yes, we serve clients throughout the United States and internationally from our Englewood Cliffs location.
How can you help with tax audit preparation?
Our team provides technical support during audits and implements preventive measures to reduce future audit risks through proper documentation systems.
What QuickBooks support do you provide?
We offer QuickBooks implementation, custom report creation, staff training, and process optimization to improve financial management efficiency.
How do you handle late tax filings?
We help resolve overdue filings by assessing the situation and implementing solutions to minimize penalties and interest accumulation.
What financial reports do you help prepare?
We assist with balance sheets, income statements, cash flow analyses, and customized reports for business decision-making and compliance.
