Business Details
40 Years
experience
Your Trusted Partner for Accounting & Audit Solutions in Needham, MA
Established in 1986, David A. Levy CPA PC has built a reputation for delivering high-quality accounting, audit, and tax services to clients across the United States. Our firm specializes in Title IV audits for educational institutions, compliance audits for nonprofits, and financial reporting for condominiums, while also providing personalized tax preparation and business valuation services. With decades of experience and a team of certified professionals, we prioritize accuracy, regulatory compliance, and tailored client support.Our commitment to open communication ensures clients fully understand our services and feel confident in our solutions. As members of the American Institute of Certified Public Accountants, we uphold the highest standards of professionalism and expertise to meet the diverse financial needs of schools, businesses, and individuals.
Services
Audit
Tax Preparation
Bookkeeping
Business Valuations
Condominium Audits
Details
- Year established: 1986
Highlights and features
- We have over 35 years of experience in accounting and audit services.
- Our team includes certified CPAs with expertise in regulatory compliance.
- We specialize in Title IV audits for educational institutions and nonprofits.
- We provide nationwide services with a focus on personalized client care.
- Our firm adheres to the highest standards of professional ethics and accuracy.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Audit Services
We conduct comprehensive audits for schools, nonprofits, and condominiums, ensuring compliance with federal and state regulations. Our services include financial statement audits, student financial aid compliance checks, and Title IV audits for educational institutions. With expertise in Uniform Guidance and state-specific requirements, we deliver accurate, actionable reports tailored to your organization's needs.
Tax Preparation
Our tax preparation services cater to individuals, trusts, estates, and businesses nationwide. We handle federal and state filings, estate tax planning, and complex trust returns. By staying updated on evolving tax laws, we ensure compliance while optimizing your financial position through strategic planning and meticulous documentation.
Bookkeeping
We provide bookkeeping and payroll reporting services for small businesses, ensuring accurate financial records and regulatory compliance. Our solutions include daily transaction tracking, financial statement preparation, and payroll tax reporting. This allows business owners to focus on growth while maintaining clear visibility into their financial health.
Business Valuations
We deliver precise business valuation reports for buyers, sellers, and estate planning purposes. Our services support tax compliance, mergers, and acquisitions by analyzing financial performance, market conditions, and asset values. These valuations help clients make informed decisions for succession planning, sales, or tax reporting.
Condominium Audits
We specialize in condominium audits across New England, serving properties with 50 to 1,000+ units. Our services ensure compliance with state laws and financial transparency for homeowners' associations. We provide detailed reports on reserve funds, operating budgets, and regulatory requirements to support effective property management.
People
David A Levy
Principal
David founded the firm in 1986 after working at regional CPA firms. He focuses on high-quality service for underserved industries and has grown the practice into a full-service firm. A member of AICPA and Massachusetts CPA Society, he brings decades of expertise in accounting and audit services.
Benjamin Levy
Senior Manager
Benjamin oversees key client relationships and audit engagements, leveraging his extensive experience in public accounting. He specializes in regulatory compliance and financial reporting for educational institutions and nonprofits, ensuring adherence to complex federal and state standards.
Steen Morneweck
Senior Manager
Steen manages audit and attestation services, focusing on Title IV compliance and nonprofit audits. With a Master of Science in Accounting, he ensures client reports meet Uniform Guidance requirements while providing strategic financial insights to support organizational goals.
Deepti Malani
Tax Manager
Deepti leads tax preparation services for individuals and businesses, specializing in complex returns and estate planning. Her MBA and experience in tax compliance ensure clients receive accurate filings and strategic advice to minimize liabilities and maximize financial efficiency.
Kathryn Phillips
Office Manager/Controller
Kathryn manages administrative operations and client communications, ensuring seamless service delivery. With expertise in accounting and payroll reporting, she supports the team in maintaining accurate records and fostering strong client relationships through organized, responsive coordination.
Questions
What services does David A Levy CPA offer?
We provide audits, tax preparation, bookkeeping, business valuations, and condominium audits, specializing in compliance for schools, nonprofits, and businesses nationwide.
How long has the firm been in operation?
David A Levy CPA has served clients since 1986, offering over 35 years of experience in accounting, audit, and financial services.
Do you work with clients outside of Massachusetts?
Yes, we serve clients nationwide, with a focus on educational institutions, nonprofits, and condominiums across the United States.
What sets your firm apart from other accounting practices?
Our team combines deep regulatory expertise with personalized service, prioritizing client communication and compliance solutions tailored to unique industry needs.
Can you assist with Title IV audit requirements?
Yes, we specialize in Title IV compliance audits for schools, including student financial aid reviews and reporting for the U.S. Department of Education.
Reviews (1)
Eric Brown
Jan 08, 2020
Report
I found myself in a very destressing situations after hiring a CPA recommended to me to do my compliance and financial audits for the Department of Education only to find out that there were issues with the audit and it was rejected by the DOE. Then the DOE requested some specific credentials from this CPA that she was not able to provide. I was in a very hopeless situation when i found David Levy's contact information. Mr. Levy and his staff went above and beyond to step in, clean up someone else's mess and help get us back in compliance with the DOE. I would definitely recommend David A Levy.
