At Joel I. Levy, CPA, PLLC, these are more than just the latest
customer service buzzwords. They are a commitment — the guiding
principles we follow each and every day as we work with you
toward a successful financial future.

“The Entrepreneur’s CPA” in Chapel Hill, NC

Your Business Tax Returns

What to expect when submitting

Your Individual Tax Returns

What to expect when submitting


Joel Levy CPA, PLLC has been our business and personal accounting firm for over a decade. Joel and his team are knowledgeable, reliable, and well-informed regarding tax law changes, and are great people to work with. If you’re looking for a firm to help with personal or business accounting and tax filing, look no further! – J Pippin

Mr. Levy was very generous with his time while answering questions that I had about an IRA conversion. He was very personable and obviously knowledgeable, and I would be happy to recommend him for any tax-related financial matters as a consultant or otherwise. – Kelli Holt

I am thrilled to share my glowing review of Joel I. Levy and his exceptional team. In the realm of CPAs, finding a trustworthy and reliable professional is akin to discovering a gem among mechanics – once found, you hold on tight and spread the word far and wide.

Joel I. Levy and his team embody the essence of excellence in their field. Their unwavering support extends beyond mere tax assistance; they are an integral part of both my personal and business financial endeavors. Whenever I require their expertise, they are consistently responsive, offering invaluable advice and swift solutions.

Joel I. Levy’s team stands as a beacon of reliability and proficiency. Their dedication to their clients is evident in every interaction, as they seamlessly navigate through complex financial matters with finesse and precision.

If you are in search of a CPA firm that embodies professionalism, reliability, and expertise, look no further than Joel I. Levy and his remarkable team. I enthusiastically recommend their services to anyone seeking exceptional financial guidance, confident that they will find the expertise they need with this outstanding firm. – Shawn McClafferty

Thank you for all your help, as always. – Joan

Thank you so much for doing all of this work on our taxes. – Mark and Barbara

As always, our sincerest thanks. Best to you for a great year. – Jeff and Jean

Thanks for Everything. – Tom and Shauna

Thank you for all of your help through the years. I hope you have a great year. – Josh

Thank you for your positive outlook, and your contribution to the community. – Ray

Dear Levy Team, Thank you so much for all your great work and calming ways for us, Sincerely. – Jim and Ann

Joel thank you; superb service and unparalleled expertise. I can understand why you have emerged at the top of your profession in the country. Your staff’s accessibility and distinguished professionalism does not go unnoticed. – Rick

Thank you for keeping me on the right path for successful accounting and finances. Today is my 8th business birthday and I would not be here without Joel’s support and guidance in the first couple of years. Thank you all for your incredible patience (I know you have needed it in the last year especially) and for all the hard work you do. You are appreciated! – Marcey