.png)
Miami business owners need financial information they can rely on throughout the year. Levine CPA and Advisors provides accounting, bookkeeping, payroll, business tax preparation and planning, and advisory services under one roof. We have served South Florida businesses since 1984, helping owners keep their records current and make informed decisions as their companies grow.
Choose the support your business needs today, with room to add services as it grows.
Monthly reconciliations, financial statements, and reporting that help you understand your results.
Day-to-day transaction recording, categorization, accounts payable, and accounts receivable.
Payroll processing and related filings and year-end forms.
Federal and applicable state tax returns for corporations, LLCs, and partnerships.
Ongoing guidance on tax decisions throughout the year.
Cash flow forecasting, performance reporting, budgeting, and financial planning.
Guidance for new businesses and established companies considering a change in structure.
Statements for internal planning and requests from lenders, investors, or landlords.
Tax preparation covers the returns and filings your business is required to submit. Tax planning happens earlier, while there is still time to evaluate decisions that may affect those returns.
We consider the business’s books alongside questions about entity structure, owner compensation, major purchases, and activity in multiple states. Keeping accounting and tax work connected gives us a clearer picture of the business throughout the year.
Current books make it easier to review performance, prepare tax returns, and respond to requests for financial statements. We help businesses maintain organized records, reconcile accounts, prepare reports, and manage payroll.
If your records have fallen behind, we can review what needs to be brought up to date before establishing an ongoing accounting process.
As a business grows, its financial questions often become more complex. Our fractional CFO and advisory services can include cash flow forecasting, budget reviews, performance reporting, and guidance on significant decisions.
Because our team can also manage the accounting and tax work, those conversations can draw on the business’s current financial information.
Choosing or changing a business structure can affect taxes, payroll, ownership, and reporting requirements. We help owners review their options when starting a company or reconsidering a structure that may no longer fit their plans.
The first step is a conversation about the business and its goals. From there, we can identify the accounting and tax considerations involved.
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.
Whether you need ongoing accounting support, business tax services, or guidance on a financial decision, we would be glad to learn about your business.
Tell us what your business needs help with, and our team will follow up about the next steps.
