Arthur P. Fishman

Welcome to Fishman, Levine & Associates, NA Inc, a full-service accounting firm licensed to practice in all 50 states with offices in New York and Orange County, California. Our firm is dedicated to providing personalized, high-quality services to business owners, executives, independent professionals, and individuals. We take pride in being affordable, experienced, and friendly, and we strive to deliver close personal and professional attention to each of our clients. At Fishman, Levine & Associates, NA Inc, we are committed to excellence, and we are a Dave Ramsey Endorsed Local Provider.

Our Services

At Fishman, Levine & Associates, NA Inc, we offer a broad range of services, including:

• Business Services: Our firm provides a wide array of business services, such as small business accounting, payroll, part-time CFO services, audits, reviews, compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organizations, and internal controls. We help our clients manage their business operations, maximize their profits, and achieve their financial goals.
• Tax Services: We provide comprehensive tax services, including tax preparation, tax planning, tax problems, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plan, offer in compromise, bankruptcy, innocent spouse relief, and getting your IRS file. Our tax experts work closely with our clients to minimize their tax liability and ensure compliance with tax laws.
• QuickBooks Services: We offer QuickBooks services, including setup, training, quick answers, quick tune-up, and buying QuickBooks and save. We help our clients choose the right QuickBooks product, set up their accounting system, provide training, and resolve issues.

Services for Individuals

Our firm provides personalized solutions for individuals, including:

• Personal Financial Planning: We work with our clients to develop a comprehensive financial plan that includes goal-setting, budgeting, investment planning, retirement planning, estate planning, and insurance planning.
• Estate Planning: We assist our clients in creating a customized estate plan that protects their assets, minimizes taxes, and ensures that their wishes are carried out.
• Elder Care: We help our clients navigate the complexities of elder care, including long-term care planning, Medicaid planning, and veterans benefits.

Our Values

At Fishman, Levine & Associates, NA Inc, we are guided by three core values:

• Integrity: We are committed to the highest ethical standards, and we strive to maintain the trust and confidence of our clients by being transparent, honest, and reliable.
• Excellence: We are dedicated to providing exceptional service, and we continuously improve our skills, knowledge, and processes to deliver high-quality results.
• Collaboration: We believe in the power of collaboration, and we work with our clients and team members in a spirit of partnership, respect, and mutual support.

Employment Opportunities

We are always looking for talented and motivated professionals to join our team. Please check this page from time to time for specific employment opportunities.