Business Details
Trusted Accounting & Tax Services in New York
At Levy Group CPAs, we specialize in eliminating the complexities of accounting and tax management for individuals and business owners. Our mission is to empower clients with the knowledge needed to make informed financial decisions, ensuring compliance with evolving regulations while minimizing tax liabilities. With expertise spanning business formation, tax planning, and IRS representation, we provide personalized solutions tailored to each client's unique needs. Our team brings over a decade of experience from both corporate and public accounting backgrounds, serving high-net-worth individuals, small businesses, and international taxpayers.We prioritize transparency, timely service, and strategic advisory to simplify financial operations. Our commitment to staying current with tax law changes enables us to deliver accurate reporting, budgeting, and compliance solutions. Whether managing state/local filings or navigating offshore voluntary disclosures, we combine technical proficiency with personalized attention to build long-term client confidence.
Services
Tax Preparation
Bookkeeping
IRS Representation
Business Formation
International Tax Planning
Highlights and features
- We offer 10+ years of experience in accounting and tax advisory
- Our team provides personalized service with rapid response times
- Specialized expertise in IRS representation and tax resolution
- International tax compliance and offshore disclosure specialists
- Proven track record with small businesses and high-net-worth clients
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Fast response
Peace of mind
Knowledgeable
Honest and professional
Beyond expectations
Services
Tax Preparation
We prepare and file federal, state, and local tax returns for individuals and businesses. Our service includes income tax, estate tax, and sales tax filings. We ensure compliance with current regulations while optimizing tax-saving opportunities through strategic planning and accurate reporting.
IRS Representation
Our team represents clients during IRS audits and investigations. We handle tax disputes, penalty abatements, and voluntary disclosure programs. With deep understanding of tax code, we negotiate favorable resolutions while protecting client interests throughout the process.
Bookkeeping
We maintain accurate financial records through comprehensive bookkeeping services. This includes transaction recording, account reconciliation, and financial statement preparation. Our systematic approach ensures businesses maintain organized records for informed decision-making and regulatory compliance.
Business Formation
We guide clients through business entity selection and formation. Our consultation covers tax implications of different structures while handling necessary filings. We help establish corporations, partnerships, and LLCs with proper tax registrations and compliance documentation.
International Tax Planning
Our specialists handle cross-border tax matters including foreign income reporting and tax treaty analysis. We assist with FBAR filings, offshore voluntary disclosures, and compliance with FATCA requirements. Our expertise ensures proper handling of international tax obligations for individuals and businesses.
People
Lior Levy
Founder & Managing Partner
Certified Public Accountant with Master in Taxation and 10+ years experience. Former Fortune 500 auditor now specializing in tax strategy for high-net-worth individuals and international clients.
Shlomit Levy
Co-Founder
Certified Public Accountant with decade of experience in small business tax compliance. Specializes in financial statement preparation and state/local tax planning for diverse industry clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, tax compliance, and business formation consulting tailored to small business needs.
Can you help with IRS audit representation?
Yes, our team represents clients during IRS audits and handles tax dispute resolutions with proven negotiation strategies.
Do you handle international tax matters?
We specialize in cross-border tax compliance including foreign income reporting, FATCA requirements, and offshore disclosure programs.
What tax planning services are available for individuals?
We offer personalized tax planning to minimize liabilities, including estate tax strategies and compliance with foreign reporting requirements.
How do you support business formation?
We guide entity selection, handle tax registrations, and provide compliance documentation for new business formations.
What sets your firm apart from other accountants?
Our combination of Fortune 500 experience, personalized service, and specialized tax expertise delivers unique value to clients.
