Business Services

Business Services

We specialize in serving the distinct needs of small business owners

You run your business as an extension of yourself, and we help you blend your personal goals and objectives with your business plans.  The result is a more manageable lifestyle and a more productive and profitable business.
We bring a team approach to servicing our business clients. Whether your need is for annual tax preparation, on-going bookkeeping services, one-time strategic planning or something in between, our goal is to be your most trusted business advisor.

We work for you throughout the year, not just at tax time.  We offer our business clients a variety of consulting services, including:

New Business Formation
Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
Cash Flow Management
A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
Strategic Business Planning
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
Succession Planning
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
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About Us

Our firm has the reputation for providing a high level of personal service.

Firm Profile  


An important component of our service to individuals is financial planning.

Annual Individual Service Package  


Find out how long you should keep your financial records.

FAQ- Record Retention Guide  

© 2021 ALKON & LEVINE, P.C., 29 Crafts Street, Suite 510, Newton, MA 02458
Phone: (617) 969-6630 | Email:
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