Tax Preparation & Planning Services Los Angeles - Levy

Are You Still Overpaying on Taxes?

It's not fair that business owners just like you are overpaying by thousands of dollars every single year. For our clients, we take a holistic approach to help you save on taxes now and in the future.

We help you plan to legally reduce your taxes

Most business owners people think their accountant is proactively looking for ways to help them save on taxes, but the truth is, the accountant’s job is to just tell you how much to pay.

(Not reduce your taxes.)

We don’t just tell you how much to pay, but we help you plan to legally reduce your taxes.

We ARE trusted by:

This year alone,

Business owners have experienced changes in:

Net Operating Loss Carry back rules
Limitations on deductibility of business interest expense
Changes to depreciation for qualified improvement property
Early withdrawals from retirement plans and participant loans
Waiver of required minimum distributions
Recovery Rebates
Charitable Contribution Rules
Modification of limitation on losses for individuals
Provisions Applicable To Businesses
And so much more...

When you book a tax analysis

We'll analyse how the above impact you and review:

Legal Entity Design
Retirement Planning Options
Tax Cuts & Jobs Act (TCJA)
Families First Coronavirus Response Act (FFCRA)
Coronavirus Aid, Relief, and Economic Security Act (CARES)
Insurance and Asset Protection

Legal Loopholes
Niche Specific Strategies
Advanced Tax Planning Strategies
Asset & Gift Freeze Options
Tax-Advantaged Wealth Management
Exit & Capital Gains
And more...

If you're ready to ensure you're not overpaying on taxes, book your tax analysis now.

The team

Meet Your Advisors

Shaoul Levy

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.

Sue Villarosa, CPA

Suerische Villarosa joined Levy | Lauter LLP in 2015 as partner. She has 14 years of experience in both private and public accounting. She started her accounting career as a bookkeeper for a Los Angeles restaurant group and has worked in premier accounting firms such as Gursey | Schneider LLP, Provident Business Management, and BDO USA, LLP.

Sue has extensive experience in tax compliance for individuals, partnerships, trusts and corporations, and she has assisted and trained numerous clients in setting up their financial statements and accounting infrastructure. She enjoys training clients’ staff and management in Quickbooks, bookkeeping, reading and understanding financial statements, and making sound financial decisions for their companies.

About the firm

Reduce taxes, in a better way

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!