National Conference of CPA Practitioners
American Institute of CPAs
New City Chambers of Commerce
      • Incorporation Services – Corporations/LLC’s – Choosing the right type of business structure         – corporation or limited liability company (LLC)
      • Financial Statement Preparation
      • IRS Representation and Problem Resolution – Income and Business Examinations
      • Business Loan Assistance
      • Financial Planning
      • Retirement Planning
      • College Savings
      • Estates, Trusts and Gift Planning
      • Investment Advisory Services
Designed to make your job easier and provide you with more time to focus on building your business, we offer a wide variety of tax management, financial planning and investment services tailored to meet the specific needs of individual and business clients, these services include:
individual/Business Services
We offer full Accounting & Bookkeeping services along with financial statement compilation.

We work with in house bookkeepers to insure proper postings and review account reconciliations.

“Quickbooks” set up and implementation and analytical support.

We work with several independent bookkeepers if needed, to work with those entities that need handling of a large volume of transactions, this helps to reduce costs.


Frank Levett, CPA
Our firm specializes in tax planning, we strongly feel that this service is of great value to our individual and business clients. We prepare tax projections several times a year as we help steer our clients into the year end with the knowledge of what to expect their tax liabilities will approximately be. This helps them manage their cash flow and offers peace of mind.

Tax Preparation services vary widely, below are a list of tax preparation services we perform:
       • Individual 1040 returns including sole proprietors including single member LLC’s as well as          those with Rental properties.
       • Corporate and Partnership tax returns. (i.e. 1120, 1120 S & 1065)
       • Payroll & Sales Tax returns.
       • Fiduciary Tax returns for Estates & Trusts (i.e. 1041)
       • Estate & Gift Tax returns (706 & 709)
       • Other Misc. returns i.e. MTA & Truck mileage taxes among others.

Frank Levett, CPA