David A. Levy CPA PC

Established in 1986, DALCPA has grown from a small firm focused on serving under-served industries to a thriving, full-service CPA firm with a national client base. Located just outside of Boston in Needham, Massachusetts, our commitment to personalized client care and high-quality service has been the cornerstone of our success.

Our Mission

At DALCPA, our mission is to provide comprehensive financial solutions tailored to the unique needs of our clients. We believe in building strong, lasting relationships based on trust and open communication. Our dedicated team of professionals takes the time to understand your individual goals and challenges, ensuring we deliver personalized guidance and support every step of the way.

Our Services

We offer a wide range of services designed to help businesses and individuals navigate the complexities of the financial world. Our expertise spans across several key areas:

• Audit & Assurance: We provide independent audits, reviews, and compilations for a variety of organizations, including schools, nonprofits, condominiums, and other entities. Our rigorous approach ensures compliance with applicable accounting standards and regulations, providing you with the confidence and transparency you need.

• Taxation: Our experienced tax professionals assist individuals and businesses with a comprehensive range of tax matters, including preparation of federal, state, and local tax returns for various entity types. We also provide tax planning and advisory services to help minimize your tax liability and optimize your financial strategies.

• Bookkeeping & Accounting: We offer comprehensive bookkeeping and accounting services to streamline your financial operations and ensure accuracy. Our team can handle all aspects of your accounting needs, from daily transactions to month-end close, freeing you to focus on growing your business.

• Specialized Industries: We have deep experience serving specific industries, including:
• Education: We understand the unique financial challenges faced by schools and provide specialized audit and assurance services, including Title IV audits, compliance reviews, and financial reporting assistance.
• Nonprofits: We are passionate about supporting the mission of nonprofit organizations and provide tailored accounting, auditing, and consulting services to help them achieve their goals effectively and efficiently.
• Condominiums: We offer a comprehensive suite of services to condominium associations, ensuring compliance with regulatory requirements, managing financial resources responsibly, and maintaining transparent financial reporting.

Our Team

Our talented team of CPAs, MSAs, MBAs, and experienced professionals possesses a wealth of knowledge and expertise in various areas of accounting, taxation, and finance. We are committed to providing our clients with the highest level of service and support, guiding them towards financial success.

Our Commitment to You

At DALCPA, we are dedicated to building long-term relationships with our clients based on trust, transparency, and open communication. We believe that your success is our success, and we are committed to providing you with the personalized attention and guidance you need to achieve your financial goals.