David A Levy CPA PC

Services Offered

We offer an array of Services to our clients. Want to know more? Simply highlight the area of interest.

Auditing/Attestation

Student Financial Aid Programs

Audits and attestations for Title IV eligible institutions

Condominium Associations

Condominium Associations

Audits,Reviews and Compilations for all Common Interest Realty Associations (CIRA's).

Tax Preparation

Business Tax Returns

A variety of small business tax returns are prepared each year.

Individuals

Tax returns and filing instructions have been prepared for hundreds of individual clients each year.

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

Management Advisory Services

Business Valuations

Establishing the proper value of a small business.

Financial Planning

Full service Financial Planning for future goals.

Accounting Services

Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

Payroll Services

Total payroll services for small business clients.