At Levine, Jacobs & Company, LLC, expertise and experience combine with deep understanding and knowledge in the areas of accounting, tax, and management advisory services to deliver service and insight that far exceed the normal CPA firm.
At Levine, Jacobs & Company, LLC, expertise and experience combine with deep understanding and knowledge in the areas of accounting, tax, and management advisory services to deliver service and insight that far exceed the norm. Client focused and results oriented, Levine, Jacobs & Company prides itself on the philosophy that “every account receives the expertise of the whole firm.”
The partners at Levine, Jacobs & Company are true working partners with strong commitments to exceptional client service. They are hands-on and heavily involved with every aspect of their clients’ financial lives. Clients are matched with the partners best suited to their business and circumstances, ensuring the best possible service.
Levine, Jacobs & Company offers a variety of services in order to meet the needs of their clients. These include:
Audit Review & Compilation
From the most straightforward compilation to the most complex audit Levine, Jacobs & Company, LLC can help you clarify your accounting issues and understand your financial information, providing valuable tools for long-term planning and day-to-day decision making.
Business Management & Consulting
At every stage of your business development, from creating a business plan to executing a merger, Levine, Jacobs & Company can complement and expand your effectiveness by integrating our resources with yours. they can work directly with your CFO or comptroller or they can assist you with services on an independent basis.
With their deep understanding of the tax codes and their personal attention to your specific needs, Levine Jacobs & Company offers a full range of tax-preparation services, including individual, business, fiduciary and inheritance tax returns.
Business Valuation & Litigation Support
Levine, Jacobs & Company prepares business valuations for use in matrimonial matters, computing estate taxes, executing mergers and acquisitions, succession planning, contract negotiations, and strategic giving. They work closely with clients and their attorneys in the gathering of financial information, tracing and valuing business and marital assets, and the calculation of damages. Additionally, they assist in the calculation of equitable distribution and alimony. When necessary, they provide expert testimony for the equitable resolution of your legal conflict.
Tax, Financial & Estate Planning
Levine, Jacobs & Company assists in developing tax, financial and estate plans for their clients. By proactively planning, their clients are able to better their financial condition. As income and estate taxes change, they advise clients in order to lessen the tax effect both now and in the future. They offer the services of Personal Financial Specialists; this certification is only available to CPAs and is held by approximately 3,000 practitioners nationwide.
Computer Consulting & Training
The right business technology is a complex and costly necessity. Their trained staff can help you evaluate, acquire, and implement the systems you need, not only for streamlining information flow, but also for integrating every phase of your operations, and enlarging the capacity of your business.