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Levy Accounting Inc

Levy Accounting Inc

About This Listing

Accounting
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
CPA License
In-person Support

Contact Information

Address

3152 Red Hill Ave #210

Costa Mesa, California 92626

Visit Website Call Now Get Directions

Hours

Sunday 9AM-7PM
Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-2PM
Saturday Closed

Customer Reviews

Yosef Levy has been our accountant for over 15 years. He and his staff are thorough, responsive and trustworthy. I'm so thankful he has helped us navigate through tax season every year and made the process as stress free as possible. He always exceeds my expectations with his practical solutions and insight.

I?ve been going to Levy Accounting for 35 plus years. He established my my corporation and he has been doing my accounting ever since. Yosef has been doing my corporate and personal taxes along with my business partners returns. I trust him completely, he?s a professional, that understands business accounting and tax issues. Yosef knows corporate needs along with understanding tax issues and auditing procedures. he?s just an overall great accountant. He can advise you, incorporate you, and complete wh

Mr. Yosef Levy and his team of accounts are exceptional to say the least. I am a local business owner and have been a client if his accounting firm for the past several years and can attest to his utmost professionalism at every step. He is very knowledgeable about all relevant tax codes and always a great asset in guiding me through the difficult process. Not to mention his quick responsiveness to my calls, e-mails and text messages. I plan on being a Clint if Mr. Levy for as long as I own my business and

Great service, friendly staff always one time and always answering my calls and concern. Thank yo Yossef

Yosef and his staff have been doing all my accounting and taxes since 2005. They have done everything on time and quick to return calls. I would recommend them to anyone looking for a great accounting firm.

I have been working with Yosef as my accountant since the year 2000. I am very happy with his professional and convenient accounting service! I reccomend Yosef to my family, my clients and all my friends. 5 stars.

Levi accounting delivered my company a superb service, helping me navigate complex tax challenges. They are very professional, highly responsive, and personal. Would highly recommend!

I?ve been using Levi accounting for over 28 years for all my personal/Business tax filing services for both State and Federal?.they have always been thorough and accurate and provided timely response to my questions.

I was start to work with Levy Accouting Inc 5 years ago. Is a Great accounting is always running after me ,He have a professional attitude , he give some good advices to manage my business . I recommend for sure

I have been doing my taxes with Yosef and his team for several years. they are easy to work with . Very efficient and very easy to communicate with

I?ve been with Levy Accounting for almost 20 years since the beginning. Always enjoyed tax season every year for better than expected tax refund.

Yosef and his team are the best! They have been doing our taxes for years. We would not trust anyone else!

Levy Accounting is always there every step of the way, so professional, responsive and I can't recommend working with Yosef enough.

Excellent, Professional & friendly Service...thank you

This looks like an easier site to access and follow up with clients.

Levy Accounting Inc. has a very good reputation and that's why I went to see them . Thank you for the great service and quick turnaround.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.