We offer a broad array of accounting, tax, and financial services for business owners, executives, fiduciaries, and independent professionals. Our accounting services encompass almost every aspect of financial life. We have a proven track record in all aspects of accounting and taxation. Our financial services are wide-ranging and we strive to assist each client to meet the challenges faced by major life events such as getting married, buying a house, having children, planning for college or retirement, and successfully passing on wealth at the lowest possible transfer tax.
Services
For 30 years, we have developed professional relationships with our clients based on a high level of personal service, responsiveness, and technical competence. Our clients trust us to keep abreast of the latest issues that impact their financial lives, and to give them the very best objective advice so that we can protect more than just their bottom line.
Daniel Levine, CPA is a public accounting firm with strong ties to investment managers and lawyers in Scottsdale and throughout the New York metropolitan area. Our business clients are primarily involved in service industries, non-profit organizations, and the professions. The individuals we advise are generally executives, professionals, and those of high-net worth.
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