Business Details
Trusted Accounting and Financial Planning Services in Richmond, VA
Gary Levine, CPA, CPA, has dedicated over 25 years to delivering tailored accounting and financial services to individuals, small businesses, and nonprofit organizations. With a focus on strategic financial planning, the business emphasizes personalized solutions that align with clients' life goals and operational needs. Leveraging expertise from working with corporations like Nabisco, Pfizer, and Centex Homes, the practice combines world-class financial acumen with a commitment to accessibility and transparency.Services span tax preparation, cash flow projections, and comprehensive financial strategy, all provided without contracts and at fixed rates to ensure predictability. As a member of the American Institute of CPAs and a Certified QuickBooks Pro Advisor, the business upholds rigorous professional standards while prioritizing client education and long-term financial confidence.
Services
Tax Preparation
Financial Planning
IRS Representation
Cash Flow Analysis
Nonprofit Accounting
Retirement Planning
QuickBooks Consulting
Budget Strategy
Highlights and features
- 25+ years of experience serving individuals and organizations
- Customized financial plans aligned with client goals
- Transparent pricing with no hidden fees
- Flexible service delivery at client-convenient times
- Certified expertise with active professional memberships
Associations and certifications
- American Institute of CPAs
- Virginia Society of CPAs
- Financial Executive Institute
- QuickBooks Pro Advisor
Services
Tax Preparation
Comprehensive tax preparation services for individuals, businesses, and nonprofits ensure accurate filings and optimal deductions. Specialized expertise in complex returns, IRS compliance, and tax-saving strategies helps clients maximize refunds while maintaining regulatory adherence. Services include year-round tax planning consultations to prepare for seasonal obligations.
Financial Planning
Personalized financial planning creates actionable roadmaps for retirement, education funding, and wealth management. The practice develops customized budgets, investment strategies, and risk management frameworks tailored to clients' life goals and economic circumstances through collaborative consultations and ongoing advisory support.
Nonprofit Accounting
Specialized accounting solutions for nonprofits include grant tracking, donor reporting, and compliance management. With over a decade of sector-specific experience, the practice provides financial statement preparation, cash flow analysis, and strategic budgeting to help organizations maintain transparency and achieve mission-driven objectives.
IRS Representation
Professional IRS representation services defend clients during audits, collections, and appeals processes. The practice handles documentation submission, negotiation, and communication with tax authorities to resolve liabilities efficiently while protecting clients' financial interests through legally sound strategies.
QuickBooks Consulting
Certified QuickBooks Pro Advisor services optimize accounting systems for small businesses through software implementation, workflow automation, and staff training. The practice configures customized reporting dashboards, streamlines bookkeeping processes, and provides ongoing technical support to improve financial management efficiency.
People
Gary Levine
Certified Public Accountant
With over 25 years of accounting experience, Gary Levine, CPA, CPA provides strategic financial guidance to individuals and organizations. A Virginia Commonwealth University graduate with dual degrees in accounting and business administration, he combines corporate expertise with personalized service to help clients achieve financial confidence.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, monthly financial statements, IRS representation, cash flow projections, and business strategy consulting tailored to small business needs.
Do you work with nonprofit organizations?
Yes, we offer specialized services including grant compliance, donor reporting, and strategic financial planning for nonprofits of all sizes.
How much experience do you have?
Our CPA has over 25 years of experience working with individuals and organizations like Nabisco, Pfizer, and Centex Homes.
Is the initial consultation free?
Yes, we offer a complimentary first consultation to discuss your financial goals and service requirements.
What areas do you serve?
While based in Richmond, VA, we serve clients nationwide through virtual consultations and remote accounting support.
Do you offer ongoing financial planning?
Yes, we provide monthly and quarterly financial planning packages including budget tracking, investment strategy, and retirement planning services.
