I was a client of Optima Tax relief and they helped establish a payment plan. I also participated in their monitoring service which failed to work resulting in my payment plan being terminated. I tried to reach out to them and could not get ahold of anyone who could help. They wanted to charge me to open the case again even thought their monitoring service was at fault. The whole process was drawn out and frustrating. I contacted Levy & Associates and was assigned to Greg Mahaffey who went right to work. I would love to say it went smooth but it did not. Working thru issues with the IRS is never easy but Greg was able to get my payment plan reestablished.
About Levy & Associates
Levy & Associates, located in Southfield, is a distinguished accounting and tax resolution firm renowned for its exceptional service and professionalism. Clients consistently praise their responsiveness and the quality of work, highlighting the team's ability to handle complex tax issues with ease. Whether untangling IRS messes or providing annual tax preparation, Levy & Associates delivers results that restore normalcy and peace of mind to their clients' lives. Their dedication to going above and beyond is evident, with personal touches that make clients feel like family. For anyone facing tax challenges or seeking reliable tax services, Levy & Associates comes highly recommended as a top-tier ally in navigating the intricacies of tax law.
Customer reviews
Showing 301–350 of 414 published reviews.
We have been using Levy & Associates for several years now and we hold them in the highest regards. The personalized service is a great benefit to us and much appreciated. Highly recommended.
Lance called me the same day and had the "next steps" ready for me! I feel confident moving forward in this trying time!!! Thank you so much Lance!! 5 stars, will recommend!!
All businesses should employ people who are as professional, responsible and respectful as *** and **** at the Levy Group in *************** ********. I will do business with **** as long as those two are there.********
The Levy and Associates corporation has been there for me and my family on all levels...for over 20 years. This year, is no different. Lawrence Levy's staff was informative, professional, thorough, and understood our concerns, fears, and financial positions in a way that few can. Levy & Associates are a first class organization, and I have saved THOUSANDS due to their skill level.
I had a quick 15 minute initial consultation about an offer in compromise that was rejected. I received wonderful guidance and friendly service. I never leave reviews, but figured this may help someone else make a safe choice in representation. Thank you again
Five stars in all Levy Associates does.
I had a question and received a call back on a holiday! Very impressed with the knowledge and professionalism. Thank you !
Hiring Levy & Associates was one of the best decisions we’ve made, as a business and as individuals. After the death of a trusted partner we realized the partner was not as trust worthy as he was believed to be. We ended up with $150,000 tax lien, that we didn’t even owe, because paperwork was not being filed correctly. We were facing a lot of trouble! Our small business would have gone bankrupt, our personal assets seized, and we possibly jail time. Then…I hired Levy and Associates. We gave them all the information we had, which wasn’t much because the partner had destroyed records, then we let them do their job. Let me to you…the competency and expertise of this team is extraordinary!!!!! They managed, to somehow, get the case dropped!!!! We’re NOT going to go to jail nor are we going lose our business or our home. We cannot thank Levy & Associates enough for their diligence in our case. I would recommend this team to ANYONE who has tax issues.
Fantastic service! Very knowledgeable! Dan was very professional and friendly. Highly recommend his services.
Levy & Associates acted immediately to my legal issue. They provided me with a solution right away. Highly recommend their service.
I talked to Lance today. He was very kind considering my lack of knowledge. He also saved me from having to hire him to do a fairly simple task that I was able to do myself. I will definitely use these guys for any future tax issues.
Five stars isn’t enough for this gentleman. I’m grateful for Mr. Levy and the team at this firm. Mr. Levy took on my case and delivered an outcome that I was very satisfied with. He is dedicated, hard working and highly intelligent. Mr . Levy truly cares about others and seeing justice done. He is the solution guy, he puts his clients interests first. Truly a rare gem. I will forever be grateful to Mr. Levy and his team.
Mr. Levy and his team are extremely good at what they do. They live and breath anything IRS related. They have so much knowledge and compassion for each individual that they work with. I have a baby due in one month and have had an IRS problem hanging over my head for the past five years due to my job which is a freelance yacht chef. I wasn’t sure what to do and literally couldn’t sleep at night until I came across Levy & Associates. I spoke with Lawrence Levy much to my surprise and he was fantastic! He told me not to worry and that his primary concern was that I start sleeping better. I thought who is this guy and how lucky I was to have them handle my tax issues . One day later all my taxes had been sorted out and in a very favorable way for myself and my wife. I literally couldn’t believe what had just happened and I’m not fully sure how they worked there magic. The point here is MR Levy’s compassion and knowledge is unmatched in this industry. His team is just as good fast, friendly, compassionate, knowledgeable and they just make you feel like they’ll take care of everything it’s truly remarkable. I can’t say enough good things about Levy & Associates!! Call them and you will be blown away by there work ethic and the results they will get for you. Hands down the best in the business!!
Very knowledgeable!! Helped lower my taxes significantly.
Great Service and my IRS issues were resolved....Thx Lance and Pam
My experience with Levy & Associates Inc was a great experience. They were very knowledgeable with the tax laws and time frames of resolving my tax issues and they were very quick to respond to any questions or concerns I had. I went from owing the IRS over $30,000 to $800! I will refer Levy & Associates to any of my friends and family who are having tax issues with the IRS. Thank you Levy & Associates Inc!
From start to finish, I was treated professionally and courteously. Lawrence and Danielle eased the anxiety that that I had dealing with the IRS. I was assessed a 4 figure penalty for filing a form for my business a day or two late. Levy & Associates got the full amount waived! Today was the first time I have ever been excited to get a letter from the IRS! Thanks Levy & Associates!!
Excellent!
My father was in the process of disputing an issue with the IRS. Sadly, during this time, he passed away. This was our first contact with Levy & Associates. They showed such compassion for us and our situation. They continued to work on the issue and always made themselves available. I would recommend their services without hesitation. Their guidance and professionalism is beyond compare. Thank you Richard and Lawrence for all that you have continued to do! Laurie Hammer
Thank you for helping me through this difficult trial, and for ensuring best possible out come on my behalf you can't forget about Levy's staff crew you walk in and you feel like I'm not an attorney's office you feel very comfortable I would recommend them very highly
Year after year just amazing support and help. Cant imagine going anywhere else for this important of a job. Always love getting help from them!
When I think of high level tax professional with a personal touch. I think of Lawrence Levy and his staff. Levy & Associates are the epitome of high level tax service. Lawrence’s passion trickles down to the rest of his staff. Especially his assistant Liz Dana COMMUNICATION: Despite of his busy schedule, Lawrence was prompt to respond to my calls and texts within seconds or minutes. Just like Lawrence, his assistant Liz was extremely prompt and detailed. Liz was an absolute pleasure to work with. She communicated everything back to me to ensure the information was clear and concise. She kept me updated via calls and also email. The proceeded their reputation and overly met my expectation. I was thinking a week but they got it done in 2-3 days. KNOWLEDGE: Lawrence, took the time to explain everything. Tax can be an entire new language to learn but Lawrence was great translator and guided me throughout the process. I highly recommend Lawrence Levy and his Associates. Especially the wonder Liz Dana his assistant!
Recently Gregg Mahaffey of Levy & Associates was able to quickly remove a sizable penalty that was caused by improper filing of forms by a previous bookkeeper/payroll employee. Being a previous IRS employee he knows the laws & how to get things done. He will be your best advocate. I am very grateful!
Very pleasant experience with Levy & Associates. It was everything I expected of them and even more. They keep a Professional stance whilst making you feel like one of the family. I will definitely be using them again for my future.
Positive: Professionalism Close friends of mine recommended Levy & Associates, because my taxes we’re being offset for reasons unbeknownst to me, the Levy team got involved and help me every step of the way with the IRS. They got my matter resolved and the money owed back to me. They are unbelievably professional and reliable and I highly recommend.
They were very patient open and honest about my situation, and brought in additional experts to talk to me further about options when dealing with the IRS.
My experience with Lawrence and Jim was fantastic. Both were incredibly responsive and persistent in helping to obtain a successful outcome.
Great price and quick professional service. Very pleased!
Lawrence and the whole team are so great to work with. They somehow took the arduous and tedious tax process and made it a walk in the park. And if you’re one of those people who does their own taxes (like me for years) just stop. Levy doesn’t just take it off your plate but they find money you will miss, so in the end you end up with more in your pocket - I cannot think of a better return on investment. Lawrence, Lance, Dawn, and Dan are the most trustworthy and honest people I’ve had the pleasure of working with! They are simply the best.
As a professional in a client service business I can not stop sharing the wonderful experience I had with Levy Tax Pros. From the instant I walked through the doors I was greeted by the most friendly receptionist. Within seconds Lawrence Levy popped out of his office to introduce himself and to welcome me. Daniel Marine processed my income tax papers, making sure I had collected all the right documents from my employer, banks, etc. Imagine my surprise when the next day when Dawn Trask, an administrative assistant with the firm contacted me that my return was completed and ready to be reviewed with me and signed. Levy Tax Pros, The very best of the best! ⭐️⭐️⭐️⭐️⭐️
These folks are what HONESTY & INTEGRITY is all about! Thank you very much.for a great job!
My first time not doing my own taxes. Levy and Associates made it quick and easy. Don’t think I’ll ever go back to TurboTax.
My husband and I usually handle our taxes ourselves, however, after buying our first home, we wanted to make sure everything was done right! Levy & Associates made the process so easy! We will definitely be using them every year!
Levy & Associates were very helpful when it came to filing my taxes. They also did a wonderful job at communicating with me through the whole process, thank you!
As a first time homeowner, I was nervous heading into tax season. However, the process was as easy as possible thanks Levy & Associates. They were there for us every step of the way, answering any questions we had. I couldnt recommend them enough!
Lance was amazing! He called me after hours to walk me through my situation. He was empathetic and really set my mind at ease.
I have have been apart of the family for about 3 years and I say family because this is exactly how they treat you. Mr levy is always ready to assist when he can, They do Great work and the team is so easy to work with. Thank you for your service!
Terrific & timely response. Great service, thanks Lance and Dave!
They acted very,very professional and compassionate! This is an excellent business which I would recommend this business to everyone!
Covid hit me n many ways. I fell behind on my taxes and Levy & Associates helped relieve the stress I felt during this rough period.
I would highly recommend Levy & Associates. They took what was a complete headache of a situation and gave me step by step instructions on how to resolve everything. Very professional and very helpful! I could not have done this without them!
Positive: Professionalism, Quality, Responsiveness, Value I can only say the best possible words about this company! I needed help with a tax issue and my call was answered by Lance within minutes. He was extremely professional, knowledgeable and was able to reassure me that everything was going to be fine. Within two days he called me back with my answer. I will from now on be working with Levy and associates for my tax preparation. Highly recommended!!!
Frequently asked questions
What types of tax issues does Levy & Associates handle?
Levy & Associates assists with a wide range of tax matters including tax preparation, IRS disputes, tax credits, audits, back taxes, and complex tax situations for individuals and businesses.
How does Levy & Associates communicate with clients during the process?
The team maintains clear and prompt communication, providing step-by-step guidance, answering questions thoroughly, and keeping clients informed about progress and any charges upfront.
Can I schedule an in-person appointment with Levy & Associates?
Yes, clients can schedule in-person appointments, and the firm is responsive in arranging meetings to discuss tax or accounting matters in detail.