ABOUT DAVID I LEVINE
Meet David I Levine, Your Small
Business Tax Accountant
I'm David I Levine, the accountant behind David I Levine Bookkeeping & Tax Services. Since 2012, I've helped individuals and small business owners manage tax obligations, organize financial records, and address important business requirements.
CREDENTIALS & EXPERIENCE
My Education and Professional Background
My experience includes formal accounting education, professional tax advisory work, and teaching. Each has shaped how I approach financial questions and client relationships.
Accounting Education
I earned a Master of Science in Accounting (MSA) from Bentley College and attended the University of Pennsylvania.
My education provides a foundation for analyzing financial information, understanding tax requirements, and addressing business accounting matters.
Professional Tax Experience
My background includes experience as an H&R Block Expert Advisor and TurboTax Expert Advisor.
Since establishing my practice in 2012, I've worked with clients on individual and business tax matters, helping them understand filing responsibilities and address financial concerns.
Teaching and Financial Education
My community college teaching experience has reinforced the importance of explaining complicated subjects clearly.
I bring that perspective to my accounting work, helping clients understand relevant requirements and the reasoning behind financial decisions.
MY SPECIALTY
Why I Focus on Small Businesses
I specialize in businesses generating approximately $1,000 to $3 million in annual revenue.
Smaller companies often operate without dedicated accounting departments. Owners may manage expenses, prepare tax documents, oversee licensing requirements, and make important financial decisions while running daily operations.
I focus on this business segment because these responsibilities deserve attention suited to the company's size and circumstances.
Whether you're starting a new LLC or operating an established company, I consider your business structure, existing records, and specific concerns when discussing accounting services.
CLIENT EXPERIENCE
What You Can Expect When Working With Me
I believe accounting support should be straightforward, attentive, and useful beyond tax season.
- Clear, Direct Communication:I explain accounting and tax matters in understandable language, helping you recognize your responsibilities and available options.
Careful Attention to Your Needs:Every business operates differently. I take time to understand your situation and focus on the financial details that matter to your work.
Practical Business Guidance:In addition to tax preparation, I assist with bookkeeping, business license creation and renewals, compliance, small business tax credits, SBA loan considerations, and business coaching. These services help address financial and administrative matters that arise throughout the year.
SERVICE AREAS
Supporting Clients Across the United States
I serve individuals and small businesses nationwide, with a focus on Massachusetts and Tennessee.
My service area includes Lexington, Massachusetts, and ZIP code 02420. I also assist businesses with multi-state tax nexus questions and related filing considerations.
FAQ
Frequently Asked Questions
I specialize in smaller businesses and emphasize personal communication, clear explanations, and services suited to each client's needs.
Yes. I provide personal tax preparation alongside business accounting and tax services.
Yes. I offer a free consultation to discuss your situation and determine which services may be appropriate.
Get Started
Let's Start With a Conversation
Choosing an accountant is an important decision. Whether you need help with business taxes, financial records, or compliance requirements, I'd welcome the opportunity to discuss your needs. Contact David I Levine Bookkeeping & Tax Services to learn how I can assist you.
David I Levine Bookkeeping & Tax Services.
