Sign In Get Started

Joshua B. Levy — CPA in Agoura Hills, California

JB

Joshua B. Levy

Certified Public Accountant | Licensed in California
0.0 (0 reviews)
Verified Licensed
5311 Francisca Way, Agoura Hills, California 91301 View on Maps

About Joshua B. Levy

Based in Agoura Hills, California, Joshua B. Levy is an experienced Certified Public Accountant providing accounting services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs.

With over years of experience in the field, Joshua offers a range of services, including retirement account tax reporting and IRS representation.

He specializes in providing individual tax services and basic accounting services, guiding clients through financial planning and ensuring compliance with tax regulations.

Joshua's expertise in tax planning and financial planning has allowed him to assist clients with complex financial situations, making him a valuable resource for businesses and individuals in the Agoura Hills area.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Agoura Hills

SH
Sarah H. Tewner
Agoura Hills, California
GV
Gayane V. Martirosyan
Agoura Hills, California
HG
Howard G. Sears
Agoura Hills, California
JG
Joel G. Block
Agoura Hills, California
AD
Aaron D. Peters
Agoura Hills, California
ST
Shane T. Mcnulty
Agoura Hills, California

Contact Joshua B. Levy

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns