Established in 1981 as Alkon & Levine, P.C., the firm actually has roots in the Newton, Massachusetts community going back to 1970. Many of the families we serve today are the children and grandchildren of our original clients.
Serving the tax, financial planning and business consulting needs of individuals and small business owners in the greater Boston area, we are known far and wide for our exceptional personal service.
For our individual clients, we believe so strongly in the need for annual financial planning, we have combined financial planning and tax preparation into an Annual Service Package which has become the cornerstone of our individual practice.
For our business clients, we offer a wide range of personalized services from tax planning and preparation, to accounting and bookkeeping, to consulting on complex buy-sell analyses.
Our four partners, Robert Alkon, Jeffrey Levine, Theresa Houck and Kathleen Walsh Heraghty are joined by a talented staff of 14 professional and administrative personnel.
Alkon & Levine, P.C. is a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA). We are also members of the Senior Partner Network of CPAs (SPN). As members of SPN, we have access to and share resources and expertise with other CPA firms across the United States.
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