Tax preparation
We prepare individual and business returns, and we file them correctly the first time.
Established 1955. Three generations of our family.
Calabasas CPAs for taxes, books, and IRS problems.
We are Levy, Levy and Nelson, a family accounting firm in Calabasas since 1955. We prepare your taxes, keep your books straight, and answer the IRS with you.
What we do.
Tax and accounting help for people and small businesses.
Tax planning
We plan ahead with you so you pay what you owe and April holds no surprises.
IRS problem resolution
We answer audit notices, back taxes, liens, and payment plans, and we speak to the IRS for you.
Small business accounting
We keep your books, run payroll, and give you numbers you can read.
QuickBooks setup and training
Paula sets up your QuickBooks and teaches you to run it yourself.
Our family.
Three generations in one Calabasas office.
Our firm was established in 1955 by Leo Levy, who earned his accounting degree under the GI bill. His son Richard joined in 1976 after Cal State Northridge. His work is taxation and IRS audit appeals. His daughter Diane Nelson joined in 1981 after Cal State Northridge. Her work is taxation and business consulting.
Diane’s daughter Melanie became a CPA in 2013 after San Diego State and carries the family work forward. Paula Synodinos has kept books, run payroll, and taught QuickBooks here since 1990, and her daughter Mia Montano has managed business clients since 2008. You talk to our family here, not a call center. Call (818) 346-8034 or write to appointments@levynelson.com.
Questions callers ask us.
How do I start?
Call (818) 346-8034 or write to appointments@levynelson.com. Tell us what you need and we will tell you the next step.
Where is your office?
23801 Calabasas Road, Suite 2012, Calabasas, CA 91302.
Who will do my work?
Our family. Richard, Diane, Melanie, Paula, and Mia handle your return, your books, and your questions directly.
What if I already got an IRS notice?
Bring it to us. We handle audits, back taxes, liens, levies, and payment plans, and we speak to the IRS for you.
Do you work with small businesses?
Yes. We keep books, run payroll, set up QuickBooks, and advise owners through the year.
Which towns do you serve?
We serve Calabasas from our office on Calabasas Road.
Talk to our family.
We serve Calabasas from our office on Calabasas Road.