Firm Profile

About Our Firm

Since 1986, Alan H. Levi, PC  has been providing quality, personalized financial guidance to small businesses, individuals, estates and trusts.  Our services range from basic bookkeeping and accounting services,  and tax compliance and preparation,  to more in-depth services as tax audits and tax planning. Alan H. Levi, PC’s expertise with financial guidance and tax planning strategies for same-sex couples gives us a unique perspective for handling our diverse clientele.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Alan H. Levi, PC is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Dallas's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around Dallas. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Alan H. Levi, PC receive competent and timely advice.

Our Team

Alan H. Levi, CPA


Chris Osborne


Kalyn Rivero


Priscilla Martinez


David Blessing