Accounting, Tax & Business Consulting
Your Partner for Business Success!

Our Services

Let's be great together!

Financial Advisory Services

  • Accounting & Bookkeeping Support
  • Financial Reporting
  • Process Improvement Consulting
  • Small Business Consulting
  • Cost Containment Services
  • Due Diligence
  • IPO Readiness Consulting
  • Nonprofit Consulting
  • Staff Augmentation

Tax Consulting Services

  • Tax Preparation
  • Tax & Estate Planning
  • IRS Negotiations
  • Cost Segregation Studies
  • Regulatory Compliance & Reporting

Risk Management Services

  • Audit Committee Consulting
  • Sarbanes-Oxley Services
  • COSO Methodology
  • Nonprofit Internal Control Review
  • Fraud Prevention and Detection
  • SOC 1 Readiness Assessments
  • Internal Audit
  • Co-source Solutions


What sets W. Levi and Associates, LLC apart from the competition?

A Solid Foundation Technical Excellence Attention to Detail

When this rare combination of elements comes together, you find quality and value that work to your advantage. Whether you are a multi-national business enterprise seeking business advisors or a taxpayer looking for assistance preparing a tax return W. Levi and Associates, LLC will bring experience and knowledge to bear for your unique challenges.

We provide a broad base of consulting services that bring the depth and breadth of expertise and experience you expect. We have solutions for each stage of your business life cycle:
Start-up; Growth; Maturity & Transition

Contact Us

4938 Hampden Lane, Suite 415, Bethesda, MD 20814