Bookkeeping and Accounting
We work with most business owners and high-net-worth individuals.
Most all small business owners can benefit from accounting and bookkeeping.
The same applies for new business owners – the longer you delay getting your books in order, the harder it will be down the road to make good decisions and ensure you aren’t missing any tax deductions.
Bookkeepers and assistants are typically the first hires successful entrepreneurs to make in their business.
If you haven’t had an accountant before, you have nothing to worry about! We will help you get your books caught up to date and get your technology in place to support the accounting within yourbusiness.
If you already have a bookkeeper or accountant, we can still serve as your outsourced CFO, assist you with an accounting system implementation, provide you with advisory services, or help you with tax compliance and tax planning services. So, in short, we may work alongside your existing service provider.
Alternatively, you may prefer that we take everything over, and we’re happy to do that!
Since we offer services virtually, we have clients in states all across the US. Whether you’re in California, like we are, Hawaii, or somewhere in between, we can help!
You bet. We can help you get them up to date. That being said, don’t hold off on doing so. The longer you wait, the bigger the mess and cost it is to fix.
Deciding who you want to help you with your accounting and bookkeeping is a big deal. Most business owners see a return on their investment when working with the right accountant.
However, the best way to find out if you’re at that level or if we are a good fit for you is to book a complimentary call. We’ll be able to help you understand if and how we may be able to help you. We’re always honest, and that includes letting you know if it doesn’t make sense for us to work together.
In most cases, yes.
Some of our clients just need us to set up their accounting and bookleeping software, and then they will take over the monthly accounting function.
Other clients desire for us to set up their accounting system and then have us candle the monthly accounting and bookkeeping so they can focus on growing their business.
For others, they already have their accounting system set up and staff in-house to do the work, but they need accounting support from advisory experts.
Whatever you need, we’re here to support you and your business.
Yes we do.
Our cost varies based upon your needs and wants. We’ll be able to provide you with a quote when you sign up.
The best way to get started is to schedule a call. This call is always free and is used to understand if we are a good fit to help you.
Tax Planning and Preparation
Absolutely! We do tax planning first so we can reduce your taxes and then with upon our plan, there will be no surprises come tax time.
We work with most business owners and high-net-worth individuals.
Tax planning is complex, and it requires us to evaluate a lot of criteria to help you save as much money as possible. When you work with us, we partner with you to legally and ethically reduce your taxes as much as possible. We do this every single day and are experts in the field so you don’t have to be!
If you haven’t had an accountant before, you have nothing to worry about!
We can help ensure you get everything up to date and also minimize your existing tax liability.
For some businesses, it even makes sense to go back and amend previous tax returns to get access to more deductions. That being said, you will want to book a call sooner rather than later – because we can only go back so far, and waiting even more time could mean fewer savings for you.
We sure can. You are more than welcome to work with your existing accountant. We understand most CPAs and accountants don’t do tax planning like we do. So, we’re happy to just do the tax planning!
Since we offer services virtually, we have clients in states all across the US. Whether you’re in California, like we are, Hawaii, or somewhere in between, we can help!
Everyone is different. We’ll look at your current circumstances and goals for the future to create a custom ta plan for you! The first call is always free and we’ll use that time to understand your situation and provide suggestions for the future.
As part of our planning process, we typically review past returns. If we come across errors, we will make you aware of them, their impact, and what options you have regarding fixing them.
Deciding who you want to help you with your taxes is a big deal. Most business owners see a return on their investment when working with the right accountant. However, the best way to find out if you’re at that level or if we are a good fit for you is to book a complimentary call. We’ll be able to help you understand if and how we may be able to help you. We’re always honest, and that includes letting you know if it doesn’t make sense for us to work together.
The best way to get started is to schedule a call. This call is always free and is used to understand if we are a good fit to help you.
We are a Los Angeles based CPA firm that specializes in business advisory, tax compliance, and accounting services for all entities.
When you take on the accounting and tax functions of your business, you’re taking time away from performing in your zone of genius—the whole reason you became an entrepreneur in the first place. What’s worse is by performing these functions, you may be taking on work you aren’t properly qualified for, causing yourself additional stress. There is a better way. A way that lets you focus on the part of your business you love. Let us handle the tax returns, financial statements, and payroll. When Levy | Lauter LLP partners with your business, we do so with the goal of helping your business become the best it can be. We learn as much as we can about your business goals and what is preventing you from reaching them. We take away the fear and overwhelm so you can focus on running your business as smoothly as possible. Turn your business into a well-oiled machine! Click the button below to schedule a call and learn more about how we can help you.
“I don’t pretend to understand the complex of tax filing but appreciate the work you do, thank you.”
~ David M.
Meet your new business partners!
SHAOUL LEVY, CPA
Founding Partner
Shaoul Levy founded Levy | Lauter LLP after working for PriceWaterhouseCoopers. In starting his own practice, his goal was to cater to small businesses, real estate professionals, and executives in Southern California.
Shaoul has extensive experience in the real estate industry, assisting high net-worth individuals across a variety of different structures—having sourced, negotiated and executed $500M worth of real estate transactions, while providing tax compliance and accounting solutions.
Not in California? No problem.
We can help! We offer virtual accounting and tax services, which means we can work with you wherever you’re located in the United States!