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Running a business in Miami means the financial work never sits still: books to keep current, payroll to run, returns to file in more than one jurisdiction, and decisions that are easier to make when someone has already read the numbers. Levine CPA and Advisors has worked with South Florida business owners since 1984, and we handle that whole picture under one roof. Accounting and bookkeeping month to month, payroll, business tax preparation and planning, entity structuring, and CFO level advice when the business reaches the point of needing it. One team, one set of numbers, and a CPA who knows your business before you call with a question
Most owners do not need every service at once. They need the ones that match where the business is right now, and a firm that can add the rest without a handover.
Monthly close, reconciliations and financial statements you can actually use.
Day to day record keeping, categorisation, AP and AR, with CPA review.
Payroll runs, filings and year end forms on schedule.
Federal and Florida filings for C-corps, S-corps, LLCs and partnerships.
A year round view instead of a filing season reaction.
Cash flow, KPIs and planning for the next stage
Forming the business, or restructuring one that has outgrown its setup.
Statements for lenders, investors, landlords and internal use.
Business tax work splits into two halves that are easy to confuse. Preparation is the filing itself: the federal return, any state filings the business is subject to, and the reporting that goes with them. Planning is everything that happens before that, while decisions can still change the outcome. We do both, and we do them with the same set of books in front of us, which is the point. Entity type, owner compensation, timing of purchases, multi state activity and the structure of the business all interact, and the conversation is more useful in September than in March.
The monthly work is where most of the value hides. Reconciled accounts, a chart of accounts built around how the business actually earns, statements delivered on a set day each month, and payroll filed on time without the owner thinking about it. When the books are current, everything downstream gets easier: the tax return has no surprises, the lender request takes a day instead of a fortnight, and the question "can we afford this hire" has an answer rather than an opinion. If the books are behind, we clean them up first and say so before starting.
Not every business needs a full time finance chief, and most Miami companies reach the need for the thinking long before the need for the salary. Fractional CFO work gives you a standing monthly review of the numbers, cash flow forecasting, budget versus actual, and a second opinion before money is committed. Because the same firm keeps the books and files the returns, the advice is built on your real figures rather than on a summary someone assembled for the meeting.
New businesses come to us for entity choice and formation: what each structure means for taxes, payroll and distributions, what has to be registered, and what the filing calendar looks like once the business exists. Established businesses come to us for the opposite reason, when the structure that made sense five years ago no longer fits the business, the ownership or the plan. Either way it is a conversation before it is paperwork.
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.
Call (305) 912-0085 or schedule a consultation with Levine CPA and Advisors.
Levine CPA and Advisors has supported South Florida individuals and businesses for more than 40 years. Call (305) 912-0085 or submit our contact form to schedule a consultation about corporate tax preparation.
