About Our Firm
For over 30 years, Levitt Financial Services has been providing personalized financial guidance and income tax services to individuals and businesses. Our expertise ranges from accounting and payroll services, tax planning and return preparation to Medicare solutions and senior health care concerns. By utilizing our staff experience and enthusiasm, we assure that every client receives the close attention deserved. Our dedication to high standards and personal availability are a few of the reasons our clients return year after year.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs through research and sound analysis. Levitt Financial Services is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a part of the area’s business community for years, and pride ourselves on the level of esteem and loyalty we have earned.
Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct result of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that by choosing Levitt Financial Services, you will receive competent, timely and professional services.
Sally Levitt, EA, ABA, ATA, LTCP
Enrolled to Practice Before Internal Revenue Service
Accredited Business Accountant
Accredited Tax Advisor
Long Term Care Professional
Medicare Sales Representative