Business Details
Your Trusted Accounting Partner in Newton, MA
Alkon & Levine has been providing comprehensive accounting and financial services to individuals and businesses since our founding. Our team of experienced professionals combines deep industry knowledge with personalized attention to help clients navigate complex tax regulations, optimize financial strategies, and achieve long-term success. We specialize in serving small business owners, executives, and independent professionals, offering tailored solutions that integrate personal and business financial goals.Our commitment to excellence is demonstrated through our annual individual service package, which includes tax preparation, financial planning consultations, and ongoing client support. We maintain rigorous compliance with evolving tax laws while prioritizing client education and proactive advisory services to maximize deductions and credit opportunities.
Services
Tax Preparation
Bookkeeping Services
Business Consulting
QuickBooks Support
Succession Planning
Financial Planning
Cash Flow Management
Strategic Planning
New Business Formation
Highlights and features
- We offer personalized financial planning consultations with tax experts
- Our team provides comprehensive year-round accounting support services
- We guarantee client satisfaction with a refund policy for unsatisfied clients
- We serve both individuals and businesses with tailored financial solutions
- Our minimum annual fee starts at $2,500 with transparent pricing
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate filing for individuals and businesses. We help clients maximize deductions while maintaining compliance with federal and state regulations. Our professionals provide detailed explanations of tax documents and offer year-round advisory services to optimize tax positions.
Bookkeeping Services
We offer complete bookkeeping solutions including bank reconciliations, financial reporting, and ledger maintenance. Our services ensure accurate financial records that support informed business decisions. We provide monthly, quarterly, or annual reporting tailored to client needs.
Business Consulting
Our business consulting services focus on cash flow management, succession planning, and strategic growth strategies. We help business owners develop financial plans, implement internal controls, and create succession strategies that ensure long-term sustainability and family business continuity.
QuickBooks Support
As QuickBooks Pro Advisors, we provide software selection, implementation, and training services. Our experts help businesses optimize their accounting systems through customized setup, periodic reviews, and troubleshooting to ensure accurate financial management.
Financial Planning
Our annual financial planning package includes personalized consultations addressing investment strategies, retirement planning, and cash flow management. We offer objective advice without product sales, focusing on clients' unique financial goals and life circumstances.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, cash flow management, business consulting, and QuickBooks support tailored to small business needs.
Do you offer personal tax preparation services?
Yes, we offer comprehensive tax preparation with our annual individual service package including financial planning consultations.
How can you help with QuickBooks implementation?
As QuickBooks Pro Advisors, we assist with software selection, setup, training, and ongoing support to optimize your accounting processes.
What is your approach to succession planning?
We help family businesses develop succession plans focusing on business valuation, tax consequences, and equitable ownership transfer strategies.
Do you provide financial planning consultations?
Yes, our annual package includes personalized financial planning sessions addressing investments, retirement, and cash flow management.
Reviews (1)
Miriam Gillitt
Dec 17, 2017
Report
Mary returns phone calls before I even call, she must be able to read minds; -).The firm are incredibly helpful and if there were ten stars I'd give them!
