ABOUT US

Who We Are?

Levine & Associates is primarily a team of financial professional CPAs with years of experience dedicated to providing clients with a wide range of personal and business financial management services. 

We care about each and every one of our clients, and so we create and implement strategies to maximize the growth, preservation, and management of their business and personal wealth. We understand that managing payroll, bookkeeping and tax compliance can get tedious and time consuming. With the confusions surrounding the organization of details and documents, we pay attention to every question and concern. We are there to guide them every step of the way. This way, we help educate our clients to make them worry less and trust our process and ability to deliver results. 

We believe that managing personal and business finance involve long-term support, and not just a series of transactions or short term assistance. As every client has specific needs, we tailor our strategies and modify them as they change, to make sure that we maintain a timely, accurate and adaptive approach to managing their overall and ever-changing financial situation. This allows us to offer thorough, easy-to-understand alternatives. This is how we guarantee to provide you with top notch services for you and your business. 

We put high regard to the trust given to us by our clients and so you can expect the most courteous and respectful conduct from everyone associated with our team. We strive for a quick and efficient solution to every inquiry or concern and offer caring, personal attention to your individual needs and circumstances. This is the way we show our commitment to building a long-standing relationship with you. 

Many of our clients have been with us for years. From the moment they opened their first business venture until they expanded to the next opportunity, we have with them through their journey. Our guidance, by way of accurate calculations, projections, and reports, proved to be handy in enabling them to take calculated risks in their business and personal finance. It’s a testament to making such great traditions of seeing our clients achieve their business successes and personal finance goals, and we’d like to be part of your own journey as you take your next steps towards achieving financial freedom. 

On behalf of our team, I look forward to working with you and guide you through your next steps!

Josh Levine, CEO

Levine & Associates