Business Details
50+ Years
experience
Expert Accounting and Tax Services in Calabasas, CA
Levy, Levy & Nelson is a well-established accounting firm founded in 1955, dedicated to providing comprehensive financial solutions for business owners, executives, and independent professionals. Our team combines decades of expertise with personalized attention, offering services ranging from tax preparation and planning to IRS problem resolution and small business accounting. We prioritize client relationships, leveraging our experience to deliver tailored strategies that minimize tax liabilities and optimize financial outcomes. With a legacy of family tradition and professional excellence, we serve clients in Calabasas and surrounding areas, emphasizing affordability, transparency, and proactive financial guidance. 
Services
Tax Preparation
Tax Planning
IRS Audit Representation
Small Business Accounting
QuickBooks Setup
Details
- Year established: 1955
Highlights and features
- We have over 65 years of experience in accounting and tax services.
- Our team provides personalized and professional attention to each client.
- We specialize in IRS audit representation and tax problem resolution.
- Our staff includes CPAs with expertise in small business accounting.
- We offer proactive tax planning to legally minimize client liabilities.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We identify deductions and credits to reduce liabilities while ensuring compliance with federal and state regulations. Clients receive electronic filing options and personalized guidance to optimize refunds.
IRS Audit Representation
We represent clients during IRS audits, handling all communication and documentation. Our team works to resolve discrepancies, negotiate settlements, and protect clients from penalties. This service includes review of audit notices and strategic defense of tax positions.
Small Business Accounting
This service includes monthly bank reconciliation, income statements, balance sheets, and general ledger maintenance. We help businesses track finances, manage cash flow, and prepare for tax season with accurate records and financial reporting.
Tax Planning
Our tax planning identifies legal strategies to minimize liabilities through income deferral, deductions, and investment structuring. We analyze client-specific scenarios to reduce taxes on income, estates, and investments throughout the year.
Personal Financial Planning
We develop financial plans for retirement, education savings, and estate preservation. Services include risk assessment, investment strategies, and insurance reviews to ensure long-term financial security tailored to individual goals.
People
Leo Levy
Founder
Founded the firm in 1955 after earning his accounting degree under the GI Bill. Pioneered tax services for local businesses and professionals.
Richard Levy
Tax Specialist
Joined in 1976, specializing in taxation and IRS audit appeals. Also a pilot and LAPD volunteer with expertise in forensic accounting.
Diane Nelson
Business Consultant
Joined in 1981, focusing on taxation and business consulting. Active in community service and Woodland Hills Rotary.
Melanie Nelson
CPA
Became a CPA in 2013 after graduating from San Diego State University. Focuses on tax accounting and client education.
Paula Synodinos
Bookkeeper
Has been with the firm since 1990, specializing in payroll tax and QuickBooks training for small business clients.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, including bookkeeping, payroll, financial statements, and tax compliance to streamline your operations.
Can you help with IRS tax problems?
Yes, we specialize in IRS audit representation, back taxes, liens, levies, and payment plans to resolve tax issues.
Do you offer personal financial planning?
We create customized financial plans for retirement, education savings, estate planning, and investment strategies.
What tax planning services are available?
Our tax planning identifies deductions, defers income, and structures investments to minimize your tax liability.
Is QuickBooks setup part of your services?
Yes, we offer QuickBooks setup, training, and integration to manage your business finances efficiently.
