Meet the Owner

Jeffrey T. Levin, CPA

Jeffrey graduated from The Ohio State University in 1993 where he earned a Bachelor’s Degree in Accounting.  Jeffrey immediately began his career as an accountant in a public accounting firm in Toledo, Ohio while studying and completing the requirements to receive his CPA certification.  His work focused on family-owned businesses and personal income taxes.  He moved to Chicago in 1996 and continued to sharpen his skills in accounting, taxation and estate planning with a local public accounting firm in Lake Forest, Illinois.

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Jeffrey’s greatest interest is working with family-owned businesses and independent entrepreneurs who need guidance and advice when it comes to finance and taxes.

“My clients know that no question is too ‘silly or simple’ for me to answer,” Jeffrey notes. “I understand that my clients’ strengths are running their own businesses and not necessarily being a pro at accounting and taxes. It is important for me to listen to their questions and concerns because we act as partners in growing their businesses. I take pride in their continued success.”

Jeffrey is active in a number of professional organizations including American Institute of Certified Public Accountants and the Illinois CPA Society.  He is the current Treasurer of the Highland Park Chamber of Commerce. Jeffrey treats every client with respect and integrity. He provides independent financial analysis in addition to tax and accounting services.

During his off hours, Jeffrey enjoys spending time with his wife and two daughters.  Also Jeffrey enjoys hiking, cycling and gardening.

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