Our Services

At Lowe Levinson Financial Solutions, we are committed to delivering a financial experience that’s not only effective—but empowering. Whether you’re filing taxes, repairing credit, or managing business finances, our #1 priority is to protect your financial interests and position you for success.

With a comprehensive suite of services tailored to individuals and businesses alike, we simplify complex financial matters, decode tax laws, and provide clarity every step of the way. Our seasoned professionals work with you one-on-one to maximize savings, ensure compliance, and build a plan that aligns with your goals.

Explore our full range of services and discover how we can help you take control of your finances with confidence, precision, and peace of mind.

Accounting Software Selection & Implementation

We understand that the right financial tools can make or break the efficiency of your business. That's why our specialists take time to assess your current financial processes, identify gaps, and recommend accounting software solutions that fit your operational needs and budget. We don't just recommend software—we handle setup, integration, training, and ongoing support to ensure a smooth and productive adoption of your new financial system.

Bookkeeping/Write-Up

We deliver consistent and reliable bookkeeping support that keeps your financial records accurate, audit-ready, and compliant with accounting standards. Whether you're a startup or an established business, our bookkeeping experts track every transaction, reconcile discrepancies, generate regular reports, and ensure you're always financially informed. We also offer write-up services to maintain your books when you're too busy to keep up with the daily details.

Business Consulting

Our consulting team brings decades of combined experience in helping businesses thrive. We partner with you to identify operational inefficiencies, optimize financial strategies, explore market opportunities, and improve overall business performance. Whether you're scaling a startup or restructuring an enterprise, our advisory services are tailored to help you make data-driven, forward-thinking decisions.

Business Entity Selection

Selecting the proper business structure impacts everything from liability protection to how you're taxed. We’ll walk you through the pros and cons of each entity type in the context of your long-term goals, industry, and risk exposure. Our team handles the paperwork, state registration, and EIN setup, ensuring your business starts on solid legal and financial footing.

Credit Repair

Your credit score affects your ability to access loans, secure leases, and grow your business. Our credit repair process involves a deep analysis of your credit reports, disputing erroneous accounts, negotiating with creditors, and providing strategic advice to rebuild your credit profile. We equip you with tools and education to take control of your financial future with confidence.

Estate & Trust Tax Preparation

We work with individuals, families, and legal representatives to prepare and file estate and trust returns in compliance with IRS and state tax laws. Our team helps reduce tax liabilities while preserving wealth for future generations. We also coordinate with attorneys and fiduciaries to ensure that all legal and financial matters are handled with precision and sensitivity.

Financial Statements

Our professionals create detailed financial statements tailored to your industry and business model. We provide balance sheets, income statements, and cash flow statements that meet investor, lender, and regulatory standards. Beyond preparation, we also explain the numbers—offering insights into trends, weaknesses, and opportunities to support smarter financial decisions.

IRS Representation

Facing the IRS alone can be intimidating. Our experienced tax professionals represent you with confidence and clarity—whether you’re dealing with audits, collection issues, tax notices, or appeals. We communicate directly with the IRS, prepare necessary documentation, and advocate for your best outcome, minimizing stress and protecting your rights.

Notary Public

From legal affidavits and loan documents to business agreements and power of attorney forms, our licensed notaries are available to authenticate signatures and witness document execution in compliance with state laws. We offer flexible scheduling and mobile notary options for your convenience.

Payroll Services

We streamline your payroll process by handling wage calculations, direct deposits, tax withholdings, employee benefits, and year-end reporting. Our payroll experts ensure your business stays compliant with ever-changing tax laws, while also improving efficiency and accuracy for your team.

Retirement Planning

We take a personalized approach to retirement planning by evaluating your income, assets, lifestyle goals, and risk tolerance. Whether you're just starting or approaching retirement, we’ll build a savings and investment strategy that helps you maintain financial independence for years to come.

Sales Tax Services

Our sales tax services help you understand and meet your obligations across multiple states and jurisdictions. We assist with nexus determination, registration, rate application, returns, and audit defense—ensuring your business is always prepared and compliant.

Tax Preparation & Planning

We provide year-round tax support for individuals, families, and businesses. Our experts stay up-to-date with tax code changes and tailor strategies to reduce your tax burden. From filing annual returns to long-term tax planning, we help you keep more of what you earn while staying fully compliant.