Comprehensive Services for All Your Financial Needs

Our Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. 
CONSULTING SERVICES

CONSULTING SERVICES

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

  • Accounting Software Selection and Implementation
  • Type of Entity Selection
  • Business Valuations
  • Buying/Selling a Business
  • Computer Systems
  • Financial & Retirement Decisions
  • Estate, Trust & Gift Planning
RETIREMENT PLANNING

RETIREMENT PLANNING

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Strategizing in the boardroom

BUSINESS VALUATIONS

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

Expert Tax Solutions Await

Located in Los Angeles, Levy, Sapin, Ko & Freeman offers comprehensive CPA services to streamline your financial processes with precision and expertise.