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Count On Us For Personalized Solutions

Welcome to Fishman, Levine & Associates, NA Inc., a full-service accounting firm licensed in all 50 states with offices in New York and Orange County, California. We are dedicated to providing personalized solutions for business owners, executives, and independent professionals. Our firm's expertise spans a broad range of services, including personal financial planning, estate planning, elder care, small business accounting, payroll, part-time CFO services, audits, reviews, compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organizations, internal controls, tax services, and QuickBooks services.

Our team is committed to delivering exceptional service, ensuring that each client receives close personal and professional attention. We understand the importance of building strong relationships and strive to make every interaction with our firm a positive and beneficial experience. Whether you're an individual looking for financial planning or a business seeking comprehensive accounting services, we are here to help.

Services for Individuals

At Fishman, Levine & Associates, we offer a variety of services tailored to meet the unique needs of individuals. These include personal financial planning, estate planning, and elder care. Our experienced professionals will work with you to create a customized plan that addresses your financial goals and objectives.

Business Services

For businesses, we provide a range of services, including small business accounting, payroll, part-time CFO services, audits, reviews, compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, and non-profit organizations. Our team will work closely with you to understand your business goals and develop strategies to achieve them.

Tax Services

Our tax services include tax preparation, tax planning, tax problems, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plan, offer in compromise, bankruptcy, innocent spouse relief, and getting your IRS file. We are equipped to handle all types of tax issues and will work tirelessly to resolve them efficiently.

QuickBooks Services

We also offer a variety of services related to QuickBooks, including why QuickBooks, QuickBooks setup, QuickBooks training, QuickAnswers, QuickTune-up, and buying QuickBooks and saving. Our experts can help you maximize the benefits of using QuickBooks for your business.

At Fishman, Levine & Associates, we are committed to helping you achieve your financial goals. Whether you're an individual or a business, we have the expertise and resources to provide you with the personalized solutions you need. Please feel free to reach out to us today to schedule a consultation and learn more about how we can assist you.

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