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Welcome |
Welcome
to the website of Daniel Levine CPA, P.C. We are committed to providing close, personal attention to our
clients. We take pride in assuring you that the personal assistance you
receive comes from years of advanced training, technical experience,
and financial acumen. Our continual investment of time and resources in
professional continuing education, state-of-the-art computer
technology, and extensive business relationships is indicative of our
comittment to excellence. |
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For
over 20 years, we have developed professional relationships with our
clients based on a high level of personal service, responsiveness, and
technical competence. Our clients trust us to keep abreast of the
latest issues that impact their financial lives, and to give them the
very best objective advice so that we can protect more than just their
bottom line.
We pride ourselves on maintaining the very highest level of technical
competence in the areas that affect our clients’ financial lives. We
follow an aggressive program of continuing education, one that
goes beyond the minimum requirements, to maintain our professional
licenses and designations. | | | |
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We offer a broad array of
accounting, tax, and financial services for business owners,
executives, fiduciaries, and independent professionals.
Our accounting services encompass almost every aspect of financial
life. We have a proven track record in all aspects of accounting and
taxation.
Our financial services are wide-ranging and we strive to assist each
client to meet the challenges faced by major life events such as
getting married, buying a house, having children, planning for college
or retirement, and successfully passing on wealth at the lowest
possible transfer tax.
We assist our clients with all aspects of financial planning including
succession planning, estate planning, investment and risk management.
Some of the tools we recommend include life, health, disability, and
long-term care insurance, as well as property and casualty insurance,
and retirement vehicles such as IRAs, pension plans and other
tax-advantaged investments.
We look forward to working with you to help protect more than your bottom line! |
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Reduce your taxes, make better business decisions, and learn how to grow your
wealth by reading our reports on financial strategies for business owners, individuals, and
investors. You also get the latest breaking tax saving strategies in our monthly newsletter. | | | |
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Balance your checkbook, save for college educations, check the current tax rates,
tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks,
securely send us your accounting files, pickup a previous years tax returns, or simply pay our fees online. | | |
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