Business Details
Certified Accounting Services Newton MA
Alkon & Levine has been providing comprehensive accounting and financial services to individuals and businesses since 2025. Our firm combines deep industry expertise with personalized service to help clients navigate complex tax regulations and financial planning needs. With a focus on accuracy and client satisfaction, we offer tailored solutions for tax preparation, business consulting, and financial management. Our team of experienced professionals works year-round to ensure clients remain compliant with evolving tax laws while optimizing their financial outcomes. We specialize in serving small business owners, executives, and independent professionals through strategic planning and proactive advisory services. Our commitment to excellence is demonstrated through our team approach, ongoing client education, and technology-driven solutions like QuickBooks implementation.We maintain strict adherence to professional standards while delivering transparent, ethical services that prioritize client needs. Our proven track record in tax compliance, cash flow management, and succession planning has made us a trusted advisor in the Newton community. We differentiate ourselves through our annual financial planning consultations and unlimited client communications throughout the year. Our dedication to continuous improvement ensures clients receive forward-thinking solutions that address both current challenges and future opportunities.
Services
Tax Preparation
Financial Planning
Bookkeeping Services
QuickBooks Implementation
Succession Planning
Cash Flow Management
Strategic Business Planning
New Business Formation
Details
- Year established: 2025
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services
- Our team provides personalized financial planning consultations annually
- We guarantee client satisfaction with refund policy
- We maintain strict compliance with evolving tax regulations
- We offer technology-driven solutions like QuickBooks implementation
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate filing for individuals and businesses. We help maximize deductions while maintaining compliance with federal and state regulations. Our experts stay current with changing tax laws to provide optimal solutions for complex financial situations.
Financial Planning
Annual financial planning consultations address investment strategies, retirement planning, and cash flow management. We provide personalized guidance to help clients achieve both short-term and long-term financial goals through one-on-one advisory sessions.
Bookkeeping Services
We offer complete bookkeeping solutions including bank reconciliations, financial reporting, and ledger maintenance. Our services ensure accurate financial records for informed business decision-making and tax preparation readiness throughout the year.
QuickBooks Implementation
As QuickBooks Pro Advisors, we help businesses select, install, and optimize accounting software. Our services include system setup, training, and ongoing support to ensure efficient financial management and reporting capabilities.
Succession Planning
We develop comprehensive succession plans for family businesses focusing on tax optimization, ownership transfer, and management continuity. Our approach addresses valuation, restructuring, and retirement projections to ensure smooth business transitions across generations.
People
Alkon & Levine
Founding Partners
Experienced accounting professionals with combined expertise in tax compliance, financial planning, and business consulting. Dedicated to providing personalized solutions for individuals and small businesses in Newton, MA.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, cash flow management, strategic planning, and QuickBooks implementation services tailored to small businesses.
Do you offer personal tax preparation services?
Yes, we offer comprehensive individual tax services including annual tax preparation, financial planning consultations, and tax optimization strategies.
What sets your firm apart from other accounting services?
Our personalized approach includes annual financial planning sessions, unlimited client communications, and technology-driven solutions like QuickBooks implementation.
Are your services available year-round?
Yes, we work with clients throughout the year for ongoing financial management, not just during tax season.
What areas do you serve?
We primarily serve clients in Newton, MA and surrounding areas with both in-person and virtual services.
Do you offer business formation services?
Yes, we help new businesses with formation including entity selection, accounting system setup, and compliance requirements.
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!
