Welcome

A year-round CPA and advisory firm

The Henry Levy Group delivers relevant, understandable solutions and responsive service to clients in the Bay Area and beyond. Our clients are small to midsize businesses, nonprofit organizations and individuals with year-round accounting needs.

We offer a comprehensive suite of services including Tax Planning and Compliance, Client Accounting Services and Consulting Services. Additionally, we have specialized expertise in:

  • Real estate industry

  • Start up companies

  • International tax compliance

  • Planning for employees with equity compensation

As a locally-owned Firm, we proudly serve our communities through our pro bono work as well as financially supporting local organizations.

Services

Your partner in all tax, accounting and financial matters

We offer customized solutions through our tax, client accounting and consulting services. 

 

CLIENT ACCOUNTING SERVICES & CONSULTING

  • ​​Fully-outsourced accounting services, including bookkeeping, cash management, financial statements, A/P and A/R; utilizing efficient, industry-leading technology

  • Outsourced CFO and Controller services

  • After the Fact bookkeeping

  • Compilations and Reviews

  • Financial Forecasting and Projections

  • Benchmarking and financial analysis

  • Business Compliance services including sales tax, business personal property tax and city and local tax and annual 1099 filing

  • Accounting system design, training and implementation

TAX SERVICES

  • Year round Tax Planning and Compliance for small to mid size businesses and individuals

  • Tax projections and year end planning

  • Entity planning and structure analysis

  • Tax Reform analysis and planning services

  • Estate and Trust Tax Services

  • Transaction advice and M and A advisory services

  • Divorce Tax Services

  • Non Profit formation and compliance

 

Certified Advisors

 

Affiliations