From the simplest compilation to the most complex audit we can help you clarify your accounting issues and understand your financial information, which makes it a valuable tool for your long-term planning and day to day decision making.

At every stage of your business development, from creating a business plan to executing a merger, Levine Jacobs can expand your effectiveness by integrating our resources with yours. We can work directly with your CFO or comptroller, or we can provide those functions independently.

With our understanding of the tax codes and our personal attention to your specific needs, Levine Jacobs offers you a full range of tax-preparation services, including individual, business, fiduciary and inheritance tax returns.

Levine Jacobs prepares business valuations for use in matrimonial matters, computing estate taxes, executing mergers and acquisitions, succession planning, contract negotiations, and strategic giving. We work closely with clients and their attorneys by gathering financial information, tracing and valuing business and marital assets, and the calculation of damages. Additionally, we assist in the calculation of equitable distribution and alimony. When necessary, we provide expert testimony for the equitable resolution of your legal conflict. We are qualified by the Court as expert witnesses, specifically in the area of closely-held companies.

Levine Jacobs assists in developing tax, financial and estate plans for our clients. By proactively planning, our clients are able to better their financial condition. As income and estate taxes change, we advise our clients in order to lessen the tax effect both now and in the future. Our sister firm, LJ Financial Consulting, offers the services of Personal Financial Specialists, this certification is only available to CPA's and held by approximately 3,000 practitioners nationwide. Included are investment management, risk assessment and strategic planning for college, retirement, elder and long-term health care.

The right business technology is a complex and costly necessity. Our trained staff can help you evaluate, acquire, and implement the systems you need, not only for streamlining information flow, but also for integrating every phase of your operations, and enlarging the capacity of your business.