Steven Levy

Tax Services

Steve is a seasoned tax and accounting advisor with more than three decades of experience in public accounting, tax planning, and preparation. He has extensive experience delivering value for a wide range of closely held corporations and clients in the real estate market, and has navigated numerous complex tax and financial requirements. Steve brings a unique attention to detail and comprehensive solutions to maximize clients’ tax strategy and finances as a whole, drawing on his previous roles specializing in tax preparation and accounting. Currently, he leads the teams’ tax focus in addition to serving as the Branch Manager of the Aventura, Florida office.

Steve employs his comprehensive strategies in tax planning and accounting to craft and implement creative solutions for his clients. In addition to being a licensed CPA, Steve holds the distinction of being an Enrolled Agent with the Internal Revenue Service (IRS), the highest level of certification awarded by the IRS.

Previously, Steve was a partner in a public CPA firm based in Hollywood, Florida, which later merged with a national firm, expanding the scope of Steve’s expertise in both state and national financial regulations.

Steve holds a B.S. in Accounting from Florida Atlantic University.