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Tax Preparation
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Tell me about your business...

Every client relationship begins with understanding your business.

Tell me where you are today, what you are trying to build, and what financial questions are standing in the way. We will use the consultation to determine whether Levenstein CPA is the right financial partner for your next stage of growth.

  • tell me about your business

No pressure. Just a focused discussion about your business.

During your consultation, we’ll talk through:

Where your business stands today

Your current accounting, tax, financial reporting, and advisory structure.

What’s creating the most friction

Cash flow, taxes, profitability, growth decisions, reporting issues, or other financial concerns.

What you need next

The level of accounting, tax strategy, CFO guidance, or advisory support that makes sense for your business.

Whether we’re a good fit

If Levenstein CPA can help, we’ll explain what the next step looks like. If not, you’ll still leave with greater clarity about what kind of financial support you need.

  • WHO IT'S FOR

A good fit for growing businesses

Levenstein CPA primarily works with owner-led businesses that have outgrown basic bookkeeping or once-a-year tax preparation and need a more proactive financial relationship.
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We’re especially well suited for businesses that:

Get a clearer understanding of where your money is going, what is driving profitability, and how much cash the business needs to operate and grow confidently.

Move beyond tax-season surprises with ongoing planning that helps anticipate liabilities, identify opportunities, and make smarter tax decisions throughout the year.

Use reliable financial information, forecasting, and analysis to evaluate the potential impact of new hires, equipment purchases, expansion, and other major investments before committing.

Gain access to forecasting, cash-flow planning, budgeting, KPI analysis, and strategic financial guidance without adding the cost of a full-time financial executive.

Bring accounting, tax strategy, financial planning, and business advisory together with a partner who understands the complete financial picture of your business.

  • MORE CLARITY STARTS WITH A CONVERSATION

You don’t need to have everything figured out before we talk.

If you know something on the financial side of your business needs to improve—but you’re not sure exactly what kind of support you need—that’s okay. Start with a consultation. We’ll help you identify the right questions and determine the best path forward.
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  • testimonials

Trusted by business owners. Proven by progress.

Adam is not just our CPA, he also serves as our fractional CFO, and the value he brings in that role is massive. Having someone of his caliber sitting at the strategic level of our business has changed the way we operate, plan, and grow. He thinks like an owner and gives you straight, honest advice every single time.

Trey Robinson client

I recommend Adam to everyone. He's helped me structure my companies, get my books together, go over monthly numbers and more. These aspects were always the most intimidating hurdles for me and Adam has taken care of all of it so I can focus on my businesses.

Blake Isaac client

Absolute pleasure to work with for filing taxes! Adam asked thoughtful questions and did not make me feel like I was doing his job for him. Excellent communication, strategic questions, thoughtful everything.

Ben White client

I couldn't be happier with the service. Adam was respectful and polite despite my books being a disaster, asked good questions, and came up with the solutions to get me back on the right track and my books in order faster than I ever imagined possble. If there were more stars available, I would have given him 11.

Ari Fingeroth client

Adam has been supporting our small real estate business since the begining of the year and has done a great job recommending and highlighting some strategies that helped us save $$. He's very responsive and porfessional and I look forward to continue working with him for years to come.

Hadar Keren client