Levy Levy & Nelson CPA

A Foundation of Expertise and Personal Attention

Levy, Levy & Nelson is a trusted accounting firm in Calabasas, California, offering comprehensive financial and tax services to individuals and businesses alike. With over years of experience and a dedicated team of professionals, we are committed to providing personalized solutions and achieving your financial goals.

Our Vision

Our vision is to empower our clients to achieve financial success and reach their full potential. We believe in building lasting relationships based on trust, transparency, and open communication. By leveraging our expertise, you can make informed financial decisions and navigate the ever-changing economic landscape with confidence.

Our Values

Our service is guided by three core values:

• Client-Centeredness: We prioritize your needs and goals, providing personalized attention and customized solutions.
• Integrity: We uphold the highest ethical standards and maintain absolute confidentiality.
• Expertise: Our team is highly skilled and stays updated with the latest industry trends and regulations.

Our Services

We offer a comprehensive range of services to cater to diverse financial needs:

Personal Financial Planning

• Goal setting and investing
• Retirement planning
• Estate planning and probate
• Insurance review and analysis

Business Services

• Business accounting and taxation
• Financial statement analysis
• Business valuation and succession planning
• Assistance with new business formation

Specialized Expertise

• Tax planning and preparation
• IRS representation
• Payroll tax solutions
• QuickBooks consulting and support

Why Choose Levy, Levy & Nelson?

When you work with Levy, Levy & Nelson, you get:

• Personalized attention from experienced professionals
• Transparent and clear communication
• Competitive fees and flexible payment options
• Access to personalized online tools and resources
• A trusted partner who genuinely cares about your financial success

Our Team

Our team of dedicated professionals possesses extensive experience and diverse expertise. We are passionate about working collaboratively with clients to achieve their unique goals. Get to know our team members and learn more about their backgrounds and qualifications on the Meet the Team page.