Business Details
40 Years
experience
Expert Accounting & Audit Services for Schools, Nonprofits & Condominiums
Founded in 1986, David A. Levy CPA PC has established itself as a trusted provider of comprehensive accounting and financial services. Our firm specializes in audits, tax preparation, business valuations, and compliance solutions for schools, nonprofits, condominiums, and businesses nationwide. With a team of experienced CPAs and advisors, we prioritize personalized service, ensuring clients receive accurate, compliant, and strategic financial guidance. Our expertise in Title IV audits and federal regulations supports educational institutions and organizations in maintaining compliance.As members of the American Institute of Certified Public Accountants, we uphold the highest standards of professionalism and integrity. Our commitment to client satisfaction drives our collaborative approach, fostering long-term relationships built on trust and transparency. We serve clients across the United States from our office in Needham, Massachusetts, combining local expertise with national reach.
Services
Audit
Review
Compilation
Tax Preparation
Business Valuations
Bookkeeping
Condominium Audits
Title IV Audits
Attestation Services
Payroll Reporting
Details
- Year established: 1986
Highlights and features
- We offer over 35 years of specialized experience in accounting and compliance.
- Our team includes CPAs with expertise in Title IV audits and federal regulations.
- We provide personalized service tailored to schools, nonprofits, and condominiums.
- Our compliance-focused approach ensures adherence to federal and state regulations.
- We maintain long-term client relationships through transparent communication.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Audit
We conduct comprehensive audits for schools, nonprofits, and condominiums, ensuring compliance with federal and state regulations. Our services include financial statement audits and student financial aid compliance audits for Title IV institutions. Clients benefit from accurate reporting and regulatory adherence.
Tax Preparation
We prepare tax returns for individuals, trusts, estates, and businesses registered in the U.S. Our services ensure compliance with tax laws while optimizing financial outcomes. Clients receive strategic guidance for both personal and business tax planning needs.
Business Valuations
We provide valuation reports for small and medium-sized businesses, supporting buyers, sellers, and estate planners. Our valuations aid in tax planning, mergers, and acquisitions. Clients gain precise insights into business worth for informed decision-making.
Bookkeeping
We offer bookkeeping and payroll reporting services to small businesses, ensuring accurate financial records and regulatory compliance. Clients maintain clear financial visibility, enabling data-driven business management and operational efficiency.
Title IV Audits
We specialize in Title IV audits for educational institutions receiving federal funds. Our services meet U.S. Department of Education requirements, including third-party servicer attestations. Clients achieve compliance and avoid funding disruptions through our expert audits.
People
David A Levy
Principal
Principal with over 35 years of experience, founder of DALCPA in 1986. Specializes in high-quality service for under-served industries. Member of AICPA and Massachusetts Society of CPAs.
Benjamin Levy
Senior Manager
Senior Manager overseeing audit and compliance projects. Brings extensive expertise in educational institution audits and federal regulatory standards. Committed to client-focused solutions and operational excellence.
Steen Morneweck
Senior Manager
Senior Manager with a Master of Science in Accounting. Specializes in nonprofit and condominium audits. Focuses on delivering accurate financial reporting and compliance solutions tailored to client needs.
Kathryn Phillips
Office Manager/Controller
Office Manager and Controller managing day-to-day operations and client communications. Ensures efficient service delivery and supports team coordination for seamless client interactions.
Gisele Uwase
Manager
Manager with a Master of Finance degree. Specializes in tax services and financial planning. Provides strategic guidance to individuals and businesses for optimal tax compliance and financial health.
Questions
What services do you offer?
We offer audits, tax preparation, business valuations, bookkeeping, and Title IV compliance services for schools, nonprofits, condominiums, and businesses.
Do you specialize in any industries?
Yes, we specialize in educational institutions, nonprofits, and condominiums, with expertise in federal compliance and regulatory requirements.
Are you compliant with federal regulations?
Yes, our audits and attestations meet Uniform Guidance and U.S. Department of Education standards for Title IV institutions and federal funding recipients.
Do you serve clients nationwide?
Yes, we provide services to clients across the United States, with a focus on New England for condominium audits.
