Insight Beyond Numbers

Audit Review & Compilation

Business Management & Consulting

Tax Preparation

Business Valuation & Litigation Support

Tax Financial & Estate Planning

Computer Consulting & Training

Services

Audit Review & Compilation

From the most straightforward compilation to the most complex audit Levine, Jacobs & Company, LLC can help you clarify your accounting issues and understand your financial information, providing valuable tools for long-term planning and day-to-day decision making.

Business Management & Consulting

At every stage of your business development, from creating a business plan to executing a merger, Levine, Jacobs & Company can complement and expand your effectiveness by integrating our resources with yours. We can work directly with your CFO or comptroller or we can assist you with services on an independent basis.

Tax Preparation

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

Business Valuation & Litigation Support

Levine, Jacobs & Company 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 in the gathering of 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.

Tax, Financial & Estate Planning

Levine, Jacobs & Company 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. We offer the services of Personal Financial Specialists, this certification is only available to CPAs and held by approximately 3,000 practitioners nationwide. 

Computer Consulting & Training

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.