Built on a proud tradition of service, technical expertise, and innovative thinking. Our experience and academic credentials give our clients the depth of knowledge you’ll find in a larger firm, while our dedication to superior customer service offers the personal, one-on-one approach smaller firms are known for.
We hope you’ll take a few minutes to get acquainted with us. Please do not hesitate to contact us with any questions or concerns you may wish to discuss. We’re as close as a click of your mouse.
Joel Levy is originally from Brooklyn, NY and grew up in Spring Valley, just outside New York City. Joel says “I enjoy working with both individuals and business owners, and get great satisfaction in assisting them with their financial, tax and planning concerns.”
Joel began his career working for two large Manhattan firms before moving to Florida in pursuit of a better quality of life for his family. Joel started a CPA practice in North Miami Beach, moved the practice to nearby Pembroke Pines and finally to Fort Lauderdale, all located in Broward County, Florida. Joel then served as Chief Financial Officer for a large manufacturing company. In 1994, Joel returned to private practice in Boca Raton, Florida until 2007 when he became a “halfback,” moving to Chapel Hill, North Carolina and establishing Joel I. Levy, CPA, PLLC.
Joel attended Ithaca College and majored in music. He then transferred to City University of New York Lehman College in the Bronx. Anyone who really knows Joel, knows his favorite hobbies are golf and music. But what he is most proud of are his two children and four grandchildren.
Joel’s “words to live by”“Treat people the way I want to be treated, with due respect, regardless of stature.”
A Native New Yorker, Sheila Levy hails from the Big Apple – New York City. When asked what attracted her to accounting, Sheila laughs and says “I think it was genetically predetermined.” Sheila’s mother was a CPA who got her Certification back in the 1940s when it was rare for a woman to earn those credentials. Sheila’s mother put her to work adding figures, as well as typing W-2s for some of her clients.
While living in Florida, Sheila worked with Joel, her husband to build an accounting practice. When Joel transitioned to private industry as a CFO, Sheila stayed on with the CPA that took over their practice. After the Levys moved to Chapel Hill, Sheila was bookkeeper for the Chapel Hill-Carrboro Chamber of Commerce. It didn’t take long for Sheila to rejoin Joel as they developed Joel I. Levy, CPA, PPLC in the heart of the Tar Heel state.
As a high school student living in Spring Valley, NY, Sheila took classes at Rockland Community College. Upon graduating, she attended State University of New York College at Cortland, and eventually transferred to City University of New York Lehman College in the Bronx. Sheila says she’s proud of “still being married to Joel after 43 years of living and working with him for most of that time. And having raised two wonderful children who have given me the joy of being a ‘Nana’.”
Sheila’s “words to live by”
Essence of a New Day: This is the beginning of a new day. You have been given this day to use as you will. You can waste it or use it for good. What you do today is important because you are exchanging a day of your life for it. When tomorrow comes, this day will be gone forever; in its place is something you have left behind… let it be something good.
Christina Bodner is another New York State born and raised accountant. Christina grew up in the Southern Catskill’s and attended college in the Albany, NY area, first at the State University at Albany and later transferring and graduating from Siena College.
Christina remained in the New York capital area for 30 years, where she raised her two sons, of whom she is very proud. In recent years she relocated a little further south, to the Binghamton, NY area prior to her most recent and hopefully final move to North Carolina.
Christina is a CPA with over 25 years of experience as a tax professional. She had spent 10 years working with Fortune 500 executives with the AYCO Company, LLC. She is experienced in all areas of the tax law for individuals and small business. She believes that a strong client relationships, coupled with technical excellence is a very powerful combination to provide the highest level of service.
Regina Willis hails from the great state of Kentucky. After years working in various creative fields, Regina felt she was ready to exercise the left side of her brain. She was drawn to working with numbers “because I love solving problems, and there is always a correct answer” says Regina. Accounting is not always that simple, “but it’s a fun challenge I enjoy.”
Prior to joining the Joel I. Levy, CPA, PLLC team, Regina was a news producer at NBC 17 (now WNCN). She also ran her own video production company for several years. Regina went to the University of North Carolina at Chapel Hill, where she was a double major – journalism and international studies.
Regina hopes to learn all she can as she continues her work here. “Joel has a wealth of experience, and everyone here is very friendly and supportive,” says Regina. “We work as a team,” she adds, “and it is often all hands on deck, so there is always something new to learn.”
Regina is a world traveler. “I think the best experiences I’ve had were when I lived abroad.” After high school, Regina spent six weeks in Japan, studied abroad in Spain, and worked in Ireland and Australia for about four months each. Other unforgettable trips include traveling to Thailand, Russia and New Zealand. “These places are so incredibly beautiful,” Regina comments.
Somia Taylor was born and raised in Durham, NC. She graduated from Jordan High School in 2003 and currently is in school at the University of Phoenix for an Associate’s degree in Information Technology. Somia has been speaking Spanish since 2001 and went on a study abroad trip in Piura, Peru in 2004. She was required to take 5 classes in Spanish and teach 1 class in English.
Somia was married to a NJ native on August 18, 2018. Somia has a 9-year-old who shares the same birthday as her; May 24th. She is very proud of this and shares with anyone that will listen. “I was prepared to have a margarita or just be pregnant on my birthday. I never thought I would be going through labor.” She’s grateful to be able to share such a special day with her first born.
Somia has worked in the administrative and customer service world since 2006. Her first administrative job was at Durham Technical Community College, where she worked under the Dean for Hispanic Affairs. This job showed her how to be a great administrative assistant and taught her a lot about customer service. Somia is excited to share her experience and expertise with Joel Levy. I want everyone who speaks to me to think of me like family.”
Originally from New York, Ellen Cameron has lived in Arizona and Southern Florida. She currently lives in Gainesville, Florida and enjoys frequent jaunts up to Chapel Hill.
Ellen comes from a family of accountants. While her original training and profession was in clinical psychology, Ellen started working with Joel part-time almost 30 years ago. Her career grew from there. Ellen’s accounting experience includes handling the bookkeeping for private companies and working with Carr, Riggs and Ingram, LLC, a national CPA firm, for several years.
Ellen received her bachelor’s degree in psychology with a minor in special education from Buffalo State College. She received her master’s degree in clinical psychology, and worked for several years doing individual, group and marital counseling. When speaking of her children and grandchildren, Ellen says she feels “so fortunate to have them in my life.”
Ellen’s “words to live by”
I believe that no matter what direction life takes you in, you make the best of it and use that path to attain the goals you set for yourself.