The Levy Company

We work with small for-profit business owners to increase the value of their businesses by utilizing our financial, accounting and tax knowledge in combination with a disciplined and proactive approach. From start-up to succession or transition, we are there to help business owners achieve their goals. We also work with not for-profit organizations to improve their effectiveness with respect to program accomplishments and better use financial resources by understanding their goals and by measuring financial and non-financial information. We help interesting and friendly individual and small business taxpayers navigate the complexities of the tax code. Whether preparing returns, implementing tax minimization strategies, selecting a retirement plan or dealing with IRS conflict, we want to make the process go smoothly, alleviate our clients' fears and frustrations, and help them achieve their financial goals. Our workplace is a positive, welcoming, and relaxed environment. Our team members like being independent and trusted. We like to learn. We like to help our clients, and we want to become as knowledgeable as we can because we want to improve ourselves and better serve those that put their confidence in us. A work/life balance is paramount, and while we are working, let's make it fun.