Profile
Level Accounting & Advisory
ListedConstruction-Focused Tax and Accounting Firm
About
About
Level Accounting & Advisory is a Vero Beach, FL tax and accounting firm focused on contractors and small businesses. Its stated construction focus includes trades such as HVAC, plumbing, electrical, concrete, hardscape, fencing, decks, and pool construction.
The firm provides bookkeeping, payroll, tax preparation, and tax planning, with additional support for 1099 and contractor filings, IRS notice and audit help, and growth advisory services.
Level Accounting & Advisory is a Vero Beach, FL tax and accounting firm focused on contractors and small businesses. Its stated construction focus includes trades such as HVAC, plumbing, electrical, concrete, hardscape, fencing, decks, and pool construction.
The firm provides bookkeeping, payroll, tax preparation, and tax planning, with additional support for 1099 and contractor filings, IRS notice and audit help, and growth advisory services. Source facts also list CPA and QuickBooks ProAdvisor credentials, along with work in QuickBooks and JobTread for contractor-focused accounting workflows.
Level Accounting & Advisory works with clients in person and remotely. Its source material emphasizes contractor needs such as subcontractor tracking, workers' compensation audit preparation, payroll filings, and job-costing-related accounting support.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Bookkeeping services | In-person | ||
| Bookkeeping services | Remote | ||
| Payroll processing | In-person | ||
| Payroll processing | Remote | ||
| Payroll services | In-person | ||
| Payroll services | Remote | ||
| 1099 and contractor filings | In-person | ||
| 1099 and contractor filings | Remote | ||
| Business tax preparation | In-person | ||
| Business tax preparation | Remote | ||
| IRS notice and audit help | In-person | ||
| IRS notice and audit help | Remote | ||
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Software tools
Software tools
Service areas
Service areas
Vero Beach, FL
Languages
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