Ryan M. Levy, CPA, LLC is a boutique firm that caters to its clients through personal relationships, time, commitment, and care. Through ongoing discussions, we work with you to identify your financial goals and consistently monitor your progress throughout the year. Our industry expertise includes law, veterinary and dental practices, real estate taxation and high-net worth individual tax consulting. Ryan is a proud member of the Academy of Dental Management Consultants. Together, we work to strengthen both your personal and business financial outcomes.
As a Certified Public Accountant with over 15 years of experience, Ryan's background includes strategic tax planning for individuals and closely-held businesses, family gift and estate planning, as well as business succession and financial planning. When working with his clients, Ryan will ensure that they achieve their financial objectives by tailoring a plan to meet their specific needs.
Ryan is also a CERTIFIED FINANCIAL PLANNER™. As a trusted advisor, Ryan provides retirement and personal financial planning advice to clients to help them meet their short and long-term financial goals.