Levi H. Berlin, CPA – Manager in Traverse City, MI

Services Offered

Accounting

Specialties

Financial Planning

Elder Care Planning: Help with estate and elder care financial planning. Read more

Tax Preparation

Business Succession & Exit Planning

Accounting

Small Business Accounting Read more

Tax Planning

Audit, Review & Compilation

Two levels of assurance; the firm does not perform audits. Read more

Business Consulting & Advisory

Bank Financing: Loan proposals with executive summary, pro-forma cash budgets and statements, and representati... Read more

Business Formation & Entity Structuring

New Business Formation Read more

Estate & Trust Tax

Estate Planning Read more

Financial Statements & Reporting

Cash Flow Management: Short- and long-term cash flow projections plus help obtaining a line of credit. Read more

QuickBooks & Accounting Software

Setup and one-on-one training at the client's location. Read more

About Levi H. Berlin

Levi H. Berlin, CPA, MSA, is a manager at Kindlinger & Company, PC in Traverse City, Michigan, who joined as a staff accountant in 2019, obtained the CPA license in 2020 and advanced to manager. Berlin graduated from Northwestern Michigan College with an Associate of Science and Arts degree and from Grand Valley State University with a Master of Science in Accounting, with experience working with Michigan charter schools through an internship and preparing individual tax returns through a volunteer program.