Levy Levy & Nelson CPA

We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them! Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.

In 1976, Leo's son Richard joined the firm after graduating from Cal State University, Northridge. His specialty is taxation and IRS audit appeals. In addition, he is a pilot and has volunteered with the LAPD as a Specialist since1988 working homicide and cold cases. Leo's daughter, Diane Nelson, joined the firm in 1981.

You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits. Stockholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company.