Back to top

Lead Generation

Don’t Be Wacky, come to Levin, Silvey, Zelko & Mackey
For all Your Accounting & Tax Needs

While maintaining the personalized client relationships and accessibility that only locally owned firms can truly achieve, we are dedicated to the premise that our clients are the lifeline of our company.

We recognize they have entrusted us to guide them through the financial and tax maze, and to provide the expertise to utilize resources more effectively to reach their financial goals. Therefore, our three areas of focus are:

Financial Statements

Tax Returns

New Businesses

Examples of a good lead:

A small to medium size business who needs monthly, quarterly or annual financial statements, which could be an Audit, Review or Compilation. One of these may be needed for a small business loan.

A business needing Quickbooks consultation and ease of integration.

A business owner who needs Corporate and Individual tax returns, which could include tax planning and projections, as well as a personal financial statement.

A business or individual who needs assistance with the Internal Revenue Service or the Department of Revenue with a tax notice.

An individual who needs asset protection planning to minimize Estate Taxes.

Referrals not desired:

Small individual income tax returns without business or tax planning.

Audits for Securities and Exchange Commission requirements, other than “pre-public” audit.

We welcome the opportunity to discuss how our experienced team of professionals can be of service to you or someone you know.