Levy & Associates
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Levy & Associates
A good financial standing is important, and finding solutions to the most pressing financial problems cannot wait. That's why we at Levy & Associates are committed to applying our expertise of accounting, financial planning, and tax consulting to relieve financial stress and improve well-being. We strive to provide access to our unique, effective, and affordable financial services to the people and businesses that need them.

We have a leading portfolio of services in debt management, business planning, tax planning, and tax preparation, as well as offering our expertise with all accounting activities; and we have the unique ability to represent our clients on audits with all government agencies. Our team of professionals has a combined experience of well over a hundred years in the accounting, tax and financial consulting industry.

We proactively support our clients in all phases of tax and accounting which is how we secure a client retention being the highest in the industry. Our clients are equally important and a team-based structure assures that our clients are dealing directly with the owners.
Services
I have been a client of Alan's since 2004 and he has handled my families businesses for over 20 years.
Alan knows his business inside and out.
I have no worries when I receive something from the IRS.
All I say to myself is - this is for Alan.
Being in the commercial insurance business, I have many clients ask me for advice on accounting issues and I pass them over to Alan.
He has helped out many, many of my clients and always makes me look great!
I think it's fair to say that NO one loves filing their taxes; but it is a necessary evil.
Personalized service, Customizable solutions; the fact is that everybody is different.
With our relaxed atmosphere and simple to understand process, we help you file your tax return by giving you peace of mind while eliminating any guess work.
Corporate taxes made easy for all entities; Corporation, S-corporation, Partnerships, LLCs, and LLPs.
Federal Partnerships and all state partnership filing have never been easier.
E-file you have the option of filing online for a simple, fast, and easy to track experience.
From starting a new business, to purchasing a new home, we do it all.
Our expertise and years of experience allow us to make any business matter straightforward and trouble-free.
With our extensive background in the financial industry we can help to make your business grow.
We analyze costs, production, and many other aspects of a business to help you get on the right track.
Thinking of purchasing, selling or merging a business?
We can help evaluate the true value of the company to assure you that what you see is what you get.
Effortless, uncomplicated, down-to-earth; Things you wouldn't expect to envision about an accounting firm unless you came to Levy & Associates.
We are here to answer all your financial questions so we can help you start planning today for a better financial tomorrow.
Whether you are planning a budget or planning for long term financial growth, we will work with you alongside our business partners to help you start planning today for a better financial tomorrow.
Years of doing business with many of the leading lending institutions has established us a close relationship with them.
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