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SERVICES

YOUR TRUSTED BUSINESS ADVISORS

TAX PLANNING & CONSULTING
BUSINESS ADVISORY
FINANCIAL PLANNING
DENTAL PRACTICE TRANSITIONS

  • Business Tax Planning

  • Individual Tax Planning

  • Individual & High Net Worth Consulting

  • Business Succession Planning

  • Business Transition Plans

  • Organization Structuring

  • Strategic Business Planning

  • Compensation Planning

  • Comprehensive Financial Plans

  • Retirement Planning

  • Buyer Representation

  • Practice Acquisition Consultations

  • Valuation Services

Levy CPAs is committed to offering clients individualized care and tiered services based on need and desired outcomes. 

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There is no one size fits all model of tax planning, consulting, financial planning, and business advising. Levy CPAs will work with you to discuss service options that are best suited to your individual practice and business needs. 

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