Business Services Overview

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:

      ShareSafe Login
     CCH AXCESS Portal

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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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