CERTIFIED BUSINESS & PERSONAL TAX PLANNING IN CHAPEL, HILL, NC
Services
Accurate, timely accounting information is vital for any successful business. Our experience and knowledge allow us to be ready and waiting to provide you with incomparable personalized service, whether you need it on a per project or ongoing basis.
Here are just some of the specialized services available to Joel I. Levy, CPA, PLLC clients:
Business and Personal Tax Planning
To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Joel I. Levy, CPA, PLLC provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of the financial environment.
We’re proactive in serving each client’s needs, providing helpful information and access to a wealth of resources on a regular basis.
Tax Preparation Services
We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you’re a sole-proprietor business or operate a multi-tiered corporation or partnership.
But our dedication to you doesn’t stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.
Payroll Services
In today’s hectic business world, it’s a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll.
Wouldn’t it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? Based on your needs, we’re here to lend a hand by making our payroll services available to you.
Business Purchase Investigation Services
Our firm can help a client determine the veracity and validity of the information submitted by a company selling its business to our client. The client, in partnership with our firm, determines the depth of work to be performed in order to give the level of comfort that is necessary. The level of work is constantly monitored and discussed with our client as the review continues in order to insure that the client is apprised of what is involved. Our goal is to provide a comfort level to help make an informed decision as to the purchase of the entity.
Wealth Management
Managing wealth has never been more complex. In today’s changing environment, clients require a customized comprehensive financial plan that is able to integrate multiple disciplines into one organized holistic approach.
Our team approach provides a central point of access to world class financial services. Our firm simplifies and communicates some of the most innovative and technical financial planning strategies, and has the knowledge and experience that is necessary to properly develop and implement these high quality solutions. We manage and organize these financial solutions to simplify our client’s financial lives. Our synchronized approach allows our client’s to derive confidence and conviction in their financial future.
Because the financial world is constantly changing, wealth management requires a great deal of attention. Our team creates a long term financial plan, but constantly reviews and monitors the plan for any necessary adjustments. Our approach to wealth management is dynamic and proactive. Our clients appreciate the high-touch, personalized concierge level service provided by our team.