Services

For over 30 years, Levitt Financial Services has been providing a wide range of quality, personalized financial guidance and services to individuals and businesses in a variety of industries. Our expertise ranges from accounting and income tax services to current issues such as senior health care concerns.

The list of our services below is by no means all inclusive. If you do not see a service listed, please feel free to inquire about it. If you have any questions or comments call us, we can help.

Accounting Services

Senior Health Care Solutions

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. At Levitt Financial, our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support and informed advice on other important financial issues such as:

  • Accounting system setup
  • Business entity selection
  • Business start-up service
  • Payroll reporting services
  • Client Write-up services

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Income Tax Planning and Preparation

Tax planning and preparation form a winning combination for our clients. Whatever your business format, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. We prepare returns for:

  • Individuals
  • Partnerships, Corporations, LLCs
  • Estates and Trusts
  • Non-Profit Organizations

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IRS and State Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. You can do it yourself or call us…we can help.

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Medicare Solutions for Products and Services

For seniors and the disabled, Levitt Financial Services offers Medicare solutions as you age-in to the government health care system. Medicare Supplement Plans are designed to “fill the gaps” in your Medicare Part A and Part B coverage, giving you predictable health care costs for your budget. Another health care option for many is the Medicare Advantage Program which combines Medicare Part A and B for your doctor and hospital care. The Part D Drug Program rounds out your Medicare coverage. Call us for information. We are here to help.

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Home Health Care Insurance

With hospital stays becoming shorter and shorter – even after major illness and surgery – 95% of the estimated 9-11 million Americans requiring after care, prefer to recover at home rather than in an “after care” facility or a nursing home. Home Healthcare Insurance policies provide for this. They can also supplement your long term care insurance coverage. Call us. We can help. There really is no place like home to get better!

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Long Term Care Insurance

An important step in planning for future health care needs is determining and implementing the funding options that best meet your financial and individual needs. What combination of personal funds, family assistance, Medicare, Medicaid, and private insurance will be available for you should you need assistance with managing your everyday activities of living? Find out how long term care insurance can preserve assets, options, and independence. Call us. We can help. Someday you will be glad you did!

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Call today to request more information or to schedule an appointment!