We work with you to develop tax strategies that take advantage of new tax laws and legislation to minimize both your current and future tax liabilities. With our years of experience, we can make sure you are properly represented if you are ever audited.

Tax Preparation
Estate and Trust Taxes
IRS Representation

“Levin & Company has done my taxes for years. They are very friendly, organized, and efficient. When my situation changed and my husband was deployed, they took time to ensure that we were getting all the tax benefits we were entitled to.”

— Jessica Cacho

We can help you secure funding for your personal or business needs, or consolidate your current debt to make it more manageable.

Debt & Financing
Buying or Selling a Business

“The best thing about working with Levin & Company is the people that work there. They are friendly and always available. Many times they have seen areas of concern and contacted us to problem-solve, avoiding any financial pitfalls.”

— Timothy R. Munsch, LPC, CAADC, Executive Director, Lehigh Valley Drug and Alcohol Intake Unit

We can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security for each stage of life.

And our estate and gift planning services can help you plan for orderly transfer of assets to your beneficiaries, provide security for your surviving spouse, and reduce or eliminate the tax due on the transfer of your business and other assets.

Financial Planning
Estate Planning
Retirement Planning

“I decided to retire and sell my small business, which was set up as a C Corporation. Jon Levin structured a successful asset sale through his extensive research and networking.

Over the years, it has been a pleasure to deal with Jon and his staff. I look forward to continuing my association with this knowledgeable firm.”

— Bill Kowalchuk, President, R&H Co., Inc. Metal Fabricators

We help you build an investment portfolio that meets your objectives, while carefully considering your risk tolerance. We can suggest and explain different investment vehicles, as well as the tax and economic implications to maximize your wealth.

Investment Advising
Wealth Building Strategies

“I made a smart decision five years ago to use Levin & Company for my investment and tax needs. Jon is someone I trust and he has always been very responsive to my investment needs and goals.”

— Investment and Tax Client