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Most Boca Raton owners do not need another accountant who surfaces once a year with a stack of forms and a question they cannot answer in April. They need books that stay current and someone who picks up the phone in July. Boca Raton runs on that kind of continuity: the technology and life sciences tenants filling the Boca Raton Innovation Campus, the medical and professional practices clustered along Glades Road and Yamato Road, and the retail and restaurant operators around Mizner Park and Town Center. Levine CPA and Advisors has worked with South Florida owners, families, and investors since 1984.
Year-round tax planning for Boca Raton owners and residents, with returns prepared by the same team that did the planning.
Monthly closes and clean financials for Palm Beach County companies that need lender-ready or board-ready numbers.
Payroll - Payroll support for Boca Raton employers, including staff split across Palm Beach, Broward, and remote locations.
Entity setup and structure reviews for founders launching out of the Park at Broken Sound and the FAU Research Park.
Budgeting, forecasting, and reporting help for Boca companies growing past their first bookkeeper or controller.
Personal returns for Boca Raton households, including part-year residents and families with ties in more than one state.
Fiduciary and trust filing support for Boca Raton families and the advisors who work alongside them.
I have been using this firm since 2005 as my accountants and advisors on complex businesses and tax matters. Jack has also successfully represented me at a complicated IRS matter. Professional, Extremely knowledgeable, straight forward, and personalized attention is what you can expect. I continue to recommend them highly.
Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.
I have been a client since 2004. There are too many things to write in the little space allocated. The attention to detail and his knowledge of the tax law which changes often is comforting and one less thing to worry about. The best thing about my experience with Jack is his quick response to my email or call.
Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.
I have to tell everyone. Dont go anywhere else. I have done the shopping for you!. Jack and the entire organization did such a amazing job and truly went above and beyond!. He is extremely insightful and such a professional. From the initial phone call to our meeting in person, the pricing and the entire process was phenomenal. We operate a private bank and need only the top of the line infrastructures. I was in a time crunch and very stressed and they quickly were able to do such an amazing job.
I am very happy with the work that Steven and his team produces. The service was quick, but completely thorough, and they were always available to answer any questions I had, and give guidance I needed in a very timely manner. I would definitely recommend them to anyone looking for tax services!
Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.
Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.
Levine CPA and Advisors has served clients since 1984. Call (305) 912-0085 or submit our contact form to schedule a consultation today.
Our office at 3050 Biscayne Boulevard in Miami sits roughly fifty miles south of Boca Raton, about an hour on I-95 or Florida's Turnpike depending on the time of day. In practice, most Boca Raton clients never make that drive. Everything from monthly bookkeeping to corporate tax work moves by phone, video call, and a secure document portal, and we reserve in-person meetings for the moments that genuinely call for one. If you would rather meet face to face, we are glad to schedule a consultation at the Miami office or arrange a visit north.
