For nearly 40 years, Jeff Levine has been more than an accountant to his clients. Jeff and his partner built a robust firm that provides much more than just tax return preparation. In this episode, you will learn how Jeff became a ‘financial therapist” and how this unique approach of tax preparation with financial planning and outsourced investment management helped grow his firm and its revenues.
Jeff Levine serves as “Chairman of the Board” of Alkon & Levine and oversees the firm’s strategic planning. His conscientious and proactive approach to tax preparation and financial planning allows him to handle any issues that arise in a calm, organized, and creative way. A self-described “financial therapist”, Jeff works hard to ensure all Alkon & Levine clients receive rigorous attention to their financial needs as part of their annual service package.
I coined the phrase “financial therapy” and it took off like gangbusters, the fact that it’s a therapeutic sort of consultation to discuss their assets, their liabilities, their income, their expenses, their goals and objectives. And it’s not specifically directed to individual solutions because the idea is it’s consultative, to have a conversation about these things and figure out what might be appropriate for their point in life…it really transitioned our practice from basic accounting work to an annual financial service for the individuals.Jeff Levine, Founder, Alkon & Levin