Robert Alkon, CPA
"Everyone needs financial planning"
Bob believes so strongly in this that all Alkon & Levine clients have the opportunity to participate in financial planning as part of the firm's basic service. Practicing accounting in the City of Newton for 40 years, Bob's credentials as a certified public accountant and financial planner offer clients the expertise to cover many personal needs. Topics include cash flow, retirement, investment strategies, long-term care, legal documentation, as well as estate and gift planning. From analyzing educational funding to estate tax settlement, Bob is there to help. Send e-mail to Bob
Jeffrey S. Levine, CPA, MST
Jeff coined the term "financial therapy" - an Alkon & Levine trademark that ensures individual and corporate clients receive rigorous attention to their financial needs. A partner since 1983, Jeff primarily provides tax and financial planning services to individual clients. With many years of accounting expertise, he also provides tax and consulting services to a diverse group of closely held corporate clients.
Jeff has served on many boards and committees both professionally and as a volunteer, and is currently on the Management of Accounting Practices and Marketing Committees of the Massachusetts Society of CPA's. He has been a guest lecturer for the MSCPA, Internal Revenue Service Annual Town Meeting hosted by Bentley University, Greater Boston Board of Real Estate, and has been a featured writer in the Boston Globe, Fortune Magazine, Bloomberg Business, INC, and other publications. Send e-mail to Jeff
Theresa Houck, CPA
Theresa's specialty is audits, and she brings large firm experience to the personal hands-on atmosphere at Alkon & Levine. Theresa has broad experience with businesses and non-profit organizations, large and small. From assistance programs to zoos, Theresa has worked with all types of organizations to help them achieve their missions while balancing complicated funding requirements. A graduate of UMass-Boston with more than 22 years of tax and accounting experience, Theresa is also responsible for many of the firms more challenging multi-state tax returns for clients who are on the move. Theresa has been a partner since 1998. Send e-mail to Theresa
Paul Perrotta, CPA (1965 - 2012) - In Memoriam
Paul served his small business and individual tax clients for more than 20 years, and was a partner at Alkon & Levine since 1998. He had a dual degree in accounting and management from Northeastern University. Paul specialized in the real estate and professional service (medical, law and consulting) industries. He enjoyed the challenge of blending the necessity of tax compliance work with the practical planning considerations all small or emerging business owners faced. Paul possessed the ability to interact with and communicate with the client in an informative manner while placing issues in the proper perspective. When he was not servicing his clients, he enjoyed playing basketball with his son and coaching the youth of Melrose in the town basketball league.
Kathy Walsh Heraghty, CPA
Kathy enjoys the direct, personal contact with clients. That approach is a priority at Alkon & Levine. Kathy works closely with individuals and a variety of family owned businesses, including filmmakers, photographers, educators and consultants. She enjoys servicing clients with tax planning for both individuals and businesses. A partner at Alkon & Levine since 1998, she earned her business degree from Emmanuel College in Boston. Kathy has more than 20 years of public accounting experience. Send e-mail to Kathy
Kathryn Evans, CPA
Kathryn has close to 25 years of experience and has held successful positions in management of tax and audit services at several local CPA firms in Massachusetts. Kathryn especially enjoys entrepreneurial consultations with start up businesses. We define ourselves as the outsourced controller for our closely held business clients and Kathryn has served in this capacity many times in her career. Send e-mail to Kathryn Kathryn@alkon-levine.com
Phyllis Gauthier-Scott, CPA
Phyllis honed excellent client service skills and problem solving skills during her 14 years of experience in accounting, legal and tax-exempt organizations. Phyllis has worked with numerous closely held businesses, mostly in the medical, financial services and real estate industries. She has served as a QuickBooks Pro Advisor. Her experience working in the accounting position within the tax-exempt sector allows her to focus well on the business operations and bookkeeping issues that many of our clients face daily. Phyllis@alkon-levine.com
Mary Oldmixon, CPA
Mary has been servicing the financial and tax needs of the closely-held family owned business for nearly 20 years. A graduate of Boston College, she provides financial and tax compliance services to her business and individual clients and is always looking to provide the additional value added service to her clients. Send e-mail to Mary
Ellen Ridge, CPA, MBA, MST
Ellen joins us after 24 years of business experience, the last 10 with a well known firm located in Westborough . Ellen has developed excellent analytical skills and research ability while performing tax preparation, consulting and related financial planning with many closely held businesses and individuals. Ellen has experience with legal and medical practices, real estate management and professional service corporations. Ellen is also a QuickBooks Pro Advisor. Ellen@alkon-levine.com
Joe Newpol, Esq, CPA, LLM
Joe is one of Alkon & Levine's senior tax experts. He is an "accountant's accountant" and solves high-level tax problems for our clients. A professor of tax law at Bentley University, Joe provides A & L staff with tax review, educational support and special research. With four decades of varied accounting experience, Joe has also worked in the Office of the Tax Counsel at The Gillette Company and at PricewaterhouseCoopers. Send e-mail to Joe
Kelly Timmins, Firm Administrator
Marcy McNally, Office Manager
As Office Manager, Marcy coordinates all customer service issues, and handles all billing and collections. She also works one-on-one with clients who require monthly billpaying and bookkeeping services. She has been with the firm for over 10 years. Send e-mail to Marcy
Elisa and Paula, Client Services
Elisa and Paula are your initial contacts at Alkon & Levine. They are the voice and face of the firm and have been for several years, Elisa since 1999 and Paula since 2006. They work together as a team and are always ready to provide Alkon & Levine's clients with a high level of service. Send e-mail to Elisa or send e-mail to Paula.