About Our Firm
About Our Firm
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.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Daniel Levine, CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.
Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Daniel Levine, CPA receive competent and timely advice.