CPA & Enrolled Agent Services
Small Business Bookkeeping & Tax Accounting You Can Trust
Running a small business takes time, effort, and careful financial management. From keeping accurate records to preparing business taxes, having the right accounting support can help you stay organized and focused on your work.
Specializing in businesses with annual revenue from $1,000 to $3 million. Delivering straightforward answers and dependable accounting services since 2012.
Licensed Professional
CPA & Enrolled Agent
ABOUT US
Accounting Support Built Around Your Small Business
Every business has different financial demands. A new LLC may need help organizing its records and obtaining licenses, while an established company may need consistent bookkeeping, tax preparation, or assistance with changing compliance requirements.
I take time to understand how your business operates, what financial records you maintain, and where additional support may be useful. This allows me to recommend services based on your situation rather than a one-size-fits-all approach.
My goal is to help you understand your numbers, meet applicable requirements, and spend less time sorting through accounting questions.
OUR SERVICES
Small Business Accounting & Tax Services
I offer services that cover everyday recordkeeping, tax filing responsibilities, and specialized financial matters tailored strictly for smaller operations.
Bookkeeping & QuickBooks Support
Accurate bookkeeping gives you a clearer picture of your income, expenses, and financial position. I work with QuickBooks and QuickBooks Desktop to help maintain organized records, track transactions, and prepare financial information for tax season.
Personal & Business Tax Preparation
I prepare personal, corporate, and LLC tax returns, along with trust, estate, and gift tax filings, including Forms 1041, 706, and 709. I also assist businesses with tax nexus questions when their activities extend across state lines.
Business Licenses & Compliance
Starting or operating a business involves licensing and regulatory responsibilities. I assist with business license creation, renewals, and compliance matters, helping owners understand applicable requirements.
Small Business Credits & SBA Loans
I help explore available tax credits, understand SBA loan considerations, and evaluate financial decisions. My coaching focuses on practical guidance for managing finances. I also provide guidance on Social Security (SSA) matters.
Why Choose Us
Why Work With David I Levine?
Choosing an accountant means finding someone who understands your business and can explain financial matters without unnecessary complexity.
- Focused on Smaller Businesses:I work with owners who need more than occasional tax preparation but may not have an in-house accounting department. I understand the everyday challenges smaller operations face.
Education & Experience:Holding a Master of Science in Accounting from Bentley College, and serving as a CPA and Enrolled Agent. My background includes teaching at the community college level.
Direct Communication:I believe in clear explanations, careful attention to detail, and professional relationships built on trust. I focus on helping you understand your options and the steps involved.
Our Process
Getting Started Is Simple
Schedule a Consultation
Call (901) 355-0904 to explain your accounting concerns, ask initial questions, and discuss the assistance you're looking for.
Discuss Your Needs
I'll review your situation, including your business structure, current recordkeeping practices, and any tax or compliance concerns.
Review Options
Based on our conversation, we can discuss suitable services. Whether you need specific filing or ongoing support, you'll know your options.
Coverage
Bookkeeping & Tax Services Nationwide
Serving individuals and small businesses throughout the United States, focusing on Massachusetts and Tennessee.
For clients in Lexington, MA (02420), I provide accounting assistance suited to local small business needs. I also work with Tennessee business owners maintaining financial records. Businesses in multiple states can contact me to discuss tax nexus considerations.
FAQ
Frequently Asked Questions
I can discuss the condition of your current records and determine what bookkeeping assistance may be appropriate. Organized records are important for understanding business finances and preparing accurate tax returns.
Yes. I provide tax nexus guidance for small businesses with activities in more than one state. Applicable obligations depend on where and how your business operates.
It helps to have a general understanding of your business structure, accounting concerns, and the services you need. I can explain what additional information may be useful after we discuss your situation.
Get Started
Let's Talk About Your Small Business Needs
Whether you're facing an upcoming tax deadline, trying to organize your records, or looking for ongoing accounting support, the first step is a conversation.
David I Levine Bookkeeping & Tax Services.
