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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.
Brooklyn born and Chapel Hill raised, Irene Wolf has always had a knack for numbers and problem solving. “Accounting just came naturally to me,” says Irene. She has been preparing tax returns for friends and family since high school. Prior to her work in accounting, Irene was a radio journalist throughout her college career, and even worked for NPR in 2009. She has also worked as a museum installation specialist for the Smithsonian and other museums throughout the country.
As an accountant, Irene is following in her grandfather, Hymen Wolf’s footsteps. “This is a great team and I’m proud to be able to be a part of it,” says Irene. “We go beyond providing basic accounting and tax services, and really support our clients’ endeavors and needs throughout the entire year.”
Irene studied at Hollins University in Roanoke, VA and Western Governors University. She counts her beautiful 5 year old daughter, Heidi Adele as one of her crowning achievements.
Irene’s “words to live by”
“Our human compassion binds us the one to the other — not in pity or patronizingly, but as human beings who have learnt how to turn our common suffering into hope for the future.” — Nelson Mandela
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.
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.