Levenstein CPA provides professional individual tax preparation and planning for clients who want more than a do-it-yourself filing experience.
Whether your return includes business ownership, rental property, investments, self-employment income, multiple states, or other complexities, we’ll help you understand your tax situation, prepare your return accurately, and approach tax season with confidence.
Levenstein CPA works with individuals whose tax situations go beyond a basic W-2 return and benefit from experienced, hands-on guidance. If you own a business, have rental properties or investments, earn self-employment income, file in multiple states, or simply want a CPA who takes the time to understand the full picture, you’re likely the kind of client we’re built to help.
We work with clients whose situation may include:
Tax software is designed to process information.
A traditional tax preparer can help you file it correctly.
Levenstein CPA helps you understand what it means, plan for what comes next, and connect the full financial picture.
See if we're a good fit.
Complete a short tax-request form so we can understand what kind of return you need prepared.
We’ll let you know what information and documents are needed based on your situation.
Your tax information is reviewed and your applicable federal and state returns are prepared.
We’ll walk through the completed return, answer your questions, and finalize the filing process.
For some clients, filing the return is only part of the conversation.
Changes in income, business ownership, investments, property, estimated payments, or other financial circumstances can materially affect the following year’s taxes.
When appropriate, Levenstein CPA can help identify areas worth addressing before the next filing deadline.
Adam Levenstein, CPA, MBA brings more than technical tax and accounting experience to the relationship.
His broader background in financial analysis, business ownership, corporate finance, and advisory work allows him to understand how tax decisions often connect to the rest of a client’s financial picture.
Just as importantly, responsiveness is a core part of the way Levenstein CPA works.
You should know who is preparing your return, understand what is happening, and feel comfortable asking questions.
