Question 1

What services does Toni Levi and Associates offer?

Accepted Answer

Toni Levi and Associates is a full-service accounting firm that offers a wide range of services, including personal financial planning, elder care, payroll, small business accounting, QuickBooks services, audits, reviews, compilations, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, and non-profit organization services. They also provide tax services such as tax preparation, tax planning, and IRS audit representation.

Question 2

What is the company's focus on QuickBooks?

Accepted Answer

Toni Levi and Associates is dedicated to providing comprehensive QuickBooks services, including QuickBooks setup, training, and support. They offer QuickAnswers, QuickBooks tips, and QuickTuneup services to help clients get the most out of their QuickBooks software.

Question 3

What types of tax services does the firm offer?

Accepted Answer

Toni Levi and Associates provides a wide range of tax services, including tax preparation, tax planning, and assistance with tax problems such as IRS audits, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, and IRS seizures. They also offer services for offer in compromise and IRS payment plans, as well as innocent spouse relief.

Question 4

What is the company's focus on professionalism and responsiveness?

Accepted Answer

Toni Levi and Associates is dedicated to providing outstanding service to its clients by focusing on the three underlying principles of professionalism, responsiveness, and quality. The firm combines its expertise, experience, and the energy of its staff to ensure each client receives close personal and professional attention.

Question 5

How can clients stay informed about the firm and its services?

Accepted Answer

Toni Levi and Associates offers a newsletter that provides updates on the latest news and information, as well as a client portal where clients can access a variety of resources, including financial calculators, tax forms, and a record retention guide.

Toni Levy & Associates Inc

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About Toni Levy & Associates Inc

Frequently Asked Questions about Toni Levy & Associates Inc

What services does Toni Levi and Associates offer?

What is the company's focus on QuickBooks?

What types of tax services does the firm offer?

What is the company's focus on professionalism and responsiveness?

How can clients stay informed about the firm and its services?

Key Decision Makers