Levy & Associates

What Levy & Associates does

Levy & Associates is a privately held tax resolution, audit defense, and accounting firm headquartered in Lathrup Village, Michigan, with a second office in Delray Beach, Florida. The firm traces its origins to a conventional accounting practice founded in the 1960s; the specialized tax resolution business was established in the 1990s when Lawrence Levy formed Levy & Associates, Inc. to represent taxpayers before the IRS and state authorities on delinquent tax liabilities, audits, liens, levies, wage garnishments, and offers in compromise. Today the firm serves individual taxpayers and small-to-medium business owners across at least 12 U.S. states, with related entities including Levy Tax Professionals, Inc. (conventional accounting services) and a specialized "Influencer Team" sub-brand targeting content creators with tiered Silver, Gold, Platinum, and Diamond service packages. The company has 11-50 employees and operates as a family-owned business with no external institutional investors, funding rounds, or parent company.

The firm's core service offerings include Tax Resolution, Audit Defense, Accounting Services, Back Tax Help, ERC Audit Defense, Tax Liens, Tax Levies, Offer in Compromise, Wage Garnishment, and IRS Penalty Abatement, alongside conventional tax preparation, bookkeeping, and payroll. There is no proprietary technology platform; the business is fundamentally a labor-intensive professional services practice monetized through case-by-case representation work. Competitive positioning rests on a team that includes former IRS Revenue Officers, a former IRS Appeals Officer, and a former IRS Offer in Compromise Specialist — providing insider knowledge of IRS processes — combined with over 100 years of combined experience, 24/7 client accessibility, and an A+ Better Business Bureau rating.

Revenue is generated through professional services fees with no publicly disclosed pricing, quote-based engagement, and a free initial consultation. The go-to-market is sales-led via direct phone outreach (800.TAX.LEVY) and website contact forms, supported by SEO, content marketing (558+ blog articles plus 12 state-specific landing pages), and earned media placements on Fox Business, CBS, NBC, and CNN. Marketing channels include search visibility, content marketing, testimonials/reviews, and direct phone outreach. The firm does not publicly disclose revenue, has no funding history, and operates as a family-owned private company.

Name

Levy & Associates

Legal name

Levy & Associates, Inc.

Website

https://levytaxhelp.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

Levy & Associates is a private U.S. tax resolution, audit defense, and accounting firm serving individual taxpayers and SMBs facing IRS disputes. Headquartered in Michigan with a Florida office, it covers 12+ states and differentiates via former IRS officers on its team.

Ownership category

akta.pro rank

Product category

Tax Resolution Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Legal Services (8111), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Tax Law (BPAHAAAG)

akta.pro secondary industry

Dispute Resolution, Appeals & Tax Tribunals (BPAIADAK)

Keywords

• Tax resolution services
• Audit defense
• IRS representation
• Tax preparation
• Accounting services

Headquarters

HQ city

Southfield

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. Tax Resolution Services: Professional services revenue from representing taxpayers before the IRS and state tax authorities. Services include audit defense, tax resolution, offers in compromise, and tax litigation representation.
2. Tax Preparation and Accounting: Tax preparation services for both personal taxpayers and corporations, including bookkeeping and payroll services.
3. Influencer Team Services: Specialized tax services for social media influencers with tiered packages including business structuring, tax planning, bookkeeping, payroll, and tax preparation.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Levy & Associates is a full-service tax resolution, audit defense, and accounting firm that represents taxpayers before the IRS and state tax authorities. The firm handles tax liens, levies, wage garnishments, audits, offers in compromise, penalty abatement, and back tax filings, and also provides ongoing bookkeeping, payroll, and tax preparation services for individuals and businesses. A specialized "Influencer Team" unit delivers tailored tax services to social media creators under tiered packages.

Product overview

Levy & Associates is a full-service tax resolution, audit defense, and accounting firm that operates primarily through its core service offerings. The firm's main products include Tax Resolution Services (representing taxpayers before IRS and state authorities), Audit Defense (professional representation during IRS audits), and Accounting Services (bookkeeping, payroll, and tax preparation). Additional specialized services include ERC Audit Defense, Offer in Compromise, Tax Levies, Tax Liens, Wage Garnishment, and IRS Penalties. The firm also offers a specialized service line called 'The Influencer Team' for social media influencers, available in tiered packages (Silver through Diamond). The company provides services across multiple U.S. states including Michigan, Florida, Ohio, Texas, Indiana, Alabama, and others.

Differentiator

Problem solved

Functional benefit

Brands

• The Influencer Team: A specialized team at Levy Tax Professionals offering tax services tailored for online influencers and content creators, covering business structuring, tax planning, bookkeeping, payroll, and tax preparation with tiered pricing based on transaction volume (Silver, Gold, Platinum, Diamond).

Products and services

• Tax Resolution Services

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves7 records

Expansion highlights4 records

Broad incumbents

• Jackson Hewitt: Large national tax preparation franchise that also markets tax resolution services; broader retail footprint and brand but overlapping audit-representation and back-tax service lines.
• Liberty Tax: National tax preparation franchise network offering individual and small-business tax services including resolution work — adjacent competitor with similar customer profile and broader geographic reach.
• H&R Block: Mass-market tax preparation company with a dedicated tax-resolution product line; broad customer base and digital infrastructure that overlap with Levy's audit defense and back-tax services.

Direct peers

• Polston Tax Resolution: Boutique tax resolution and IRS defense firm representing individuals and businesses against the IRS — comparable niche positioning, customer base, and practitioner-led service model.
• Tax Relief Center: National tax resolution company focused on IRS tax debt settlement, offers in compromise, and audit defense — close competitor in the same customer segment with similar professional-services delivery model.
• Community Tax: Tax resolution and accounting firm representing individuals and businesses in IRS and state tax disputes — overlapping service offering including levies, liens, and penalty abatement for similar SMB/individual clientele.
• Optima Tax Relief: Large national tax resolution firm offering IRS debt, levy, lien, garnishment, and audit representation services to individuals and small businesses — directly comparable service catalog and target customers.
• Anthem Tax Services: Tax resolution and audit defense firm serving individuals and small businesses facing IRS collection actions — highly comparable niche practice with similar professional services delivery.

Emerging players

• PennyTax (Influencer Tax): Specialized tax and bookkeeping service targeting creators and influencers — directly competes with Levy's Influencer Team tiered offering for the same persona segment.
• TaxAct: DIY digital tax preparation platform increasingly offering professional help and audit support — competes with Levy for tax-pro work, especially among tech-savvy SMBs, via a more scalable software model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/levytaxhelp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Levy & Associates