For over 40 years we have been helping individuals and small businesses in the greater Boston area and beyond manage their financial affairs. Our clients are like family to us and we have cared and continue to care for them for life. We are keenly aware of the challenges and time constraints many face in trying to manage their finances at every life stage.
It is our job to stay on top of the latest finance and tax laws, so you don't have to. Unfortunately, due to the Pandemic, we are not conducting any in person appointments this tax season. We will connect with you via email, phone calls, and if needed, virtual meetings.
It is our job to stay on top of the latest finance and tax laws, so you don't have to. Unfortunately, due to the Pandemic, we are not conducting any in person appointments this tax season. We will connect with you via email, phone calls, and if needed, virtual meetings.
Services
Bob Alkon is the founding partner of Alkon & Levine.
His business savvy and financial insight have enabled him to grow the firm from a handful of clients to over 2,000.
From the beginning, Bob has strongly advocated annual financial planning for all clients and has made this the cornerstone of our practice.
He has established a niche in the accounting world by packaging a financial and estate planning practice around individual tax preparation.
Equally impressive, through the years Bob has had a significant impact on the professional development of his fellow partners and the many employees who have worked with him.
His business savvy and financial insight have enabled him to grow the firm from a handful of clients to over 2,000.
From the beginning, Bob has strongly advocated annual financial planning for all clients and has made this the cornerstone of our practice.
He has established a niche in the accounting world by packaging a financial and estate planning practice around individual tax preparation.
Equally impressive, through the years Bob has had a significant impact on the professional development of his fellow partners and the many employees who have worked with him.
Established in 1981 as Alkon & Levine, P.C., the firm actually has roots in the Newton, Massachusetts community going back to 1970.
Many of the families we serve today are the children and grandchildren of our original clients.
Serving the tax, financial planning and business consulting needs of individuals and small business owners in the greater Boston area, we are known far and wide for our exceptional personal service.
For our individual clients, we believe so strongly in the need for annual financial planning, we have combined financial planning and tax preparation into an Annual Service Package which has become the cornerstone of our individual practice.
Many of the families we serve today are the children and grandchildren of our original clients.
Serving the tax, financial planning and business consulting needs of individuals and small business owners in the greater Boston area, we are known far and wide for our exceptional personal service.
For our individual clients, we believe so strongly in the need for annual financial planning, we have combined financial planning and tax preparation into an Annual Service Package which has become the cornerstone of our individual practice.
Kathryn Evans is a respected CPA with over 25 years in the industry.
An efficient and effective multi-tasker, Kathryn is ready to handle anything from entrepreneurial consultations for start-up businesses, to intricate tax preparations, to tackling the complexities of financial reporting.
Since A&L is self-described as "the outsourced controller for closely held businesses" Kathryn's wide spectrum of experience serving individuals, family-owned operations, and start-up corporations make her a natural choice to serve as your go-to consultant for all your business needs.
An efficient and effective multi-tasker, Kathryn is ready to handle anything from entrepreneurial consultations for start-up businesses, to intricate tax preparations, to tackling the complexities of financial reporting.
Since A&L is self-described as "the outsourced controller for closely held businesses" Kathryn's wide spectrum of experience serving individuals, family-owned operations, and start-up corporations make her a natural choice to serve as your go-to consultant for all your business needs.
In 1955, as a new year began to unfold, so did what would eventually become the firm of Alkon & Levine, P.C.
It all started when Newton, MA native John Vaccaro opened a one person accounting office in Newtonville, MA.
At that time his mother was his only employee until she passed away in 1970.
In November of that same year, John hired a highly promising new accounting graduate from the University of Massachusetts named Robert (Bob) Alkon, of Newton, MA.
John and Bob worked together for 8 years, eventually forming the partnership Vaccaro and Alkon, Certified Public Accountants.
It all started when Newton, MA native John Vaccaro opened a one person accounting office in Newtonville, MA.
At that time his mother was his only employee until she passed away in 1970.
In November of that same year, John hired a highly promising new accounting graduate from the University of Massachusetts named Robert (Bob) Alkon, of Newton, MA.
John and Bob worked together for 8 years, eventually forming the partnership Vaccaro and Alkon, Certified Public Accountants.
We are dedicated to providing you with a comprehensive approach to your financial well-being, not just preparing your tax return.
This includes providing you with a tax organizer to assist in the collection of the information and documents needed to complete your tax return.
You may then either mail in your organizer and tax documents or schedule a face-to-face meeting with a tax professional in our office to discuss the tax information while your return is prepared.
Annual Financial Planning Consultation with Robert Alkon or Jeff Levine.
This includes providing you with a tax organizer to assist in the collection of the information and documents needed to complete your tax return.
You may then either mail in your organizer and tax documents or schedule a face-to-face meeting with a tax professional in our office to discuss the tax information while your return is prepared.
Annual Financial Planning Consultation with Robert Alkon or Jeff Levine.
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