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Woodland Hills Accountant, Joel Lewinson. Joel Lewinson Having served as a Woodland Hills accountant for over thirty years, Joel Lewinson combines meticulous.

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Presentation on theme: "Woodland Hills Accountant, Joel Lewinson. Joel Lewinson Having served as a Woodland Hills accountant for over thirty years, Joel Lewinson combines meticulous."— Presentation transcript:

1 Woodland Hills Accountant, Joel Lewinson

2 Joel Lewinson Having served as a Woodland Hills accountant for over thirty years, Joel Lewinson combines meticulous experience with careful guidance to help your company thrive. Besides offering the highest quality in detailed financial, accounting, and tax services, he offers expert business management services. Having served as a Woodland Hills accountant for over thirty years, Joel Lewinson combines meticulous experience with careful guidance to help your company thrive. Besides offering the highest quality in detailed financial, accounting, and tax services, he offers expert business management services. Creating and managing your own company or career does not need to be difficult or stressful. As a business manager for musicians, actors, artists, and athletes, his breadth of experience in solving all the industry specific financial issues that entertainers and athletes frequently encounter, is unsurpassed. Creating and managing your own company or career does not need to be difficult or stressful. As a business manager for musicians, actors, artists, and athletes, his breadth of experience in solving all the industry specific financial issues that entertainers and athletes frequently encounter, is unsurpassed. Whether you’re an individual/sole proprietor, or are looking to establish your own corporation or limited liability corporation (LLC), he can help guide you. Whether you’re an individual/sole proprietor, or are looking to establish your own corporation or limited liability corporation (LLC), he can help guide you.

3 Retirement and Estate Planning Retirement Planning: The quality plans you make for retirement determine how you spend your time during retirement! How much to invest, which investments will remain secure, and how many liquid assets to set aside are just a few retirement considerations you’ll want to assess. Joel Lewinson’s accounting staff will delve into how to manage your assets, savings, investments, and expenses, while setting long-term goals that will give you peace of mind during your “golden years”. Retirement Planning: The quality plans you make for retirement determine how you spend your time during retirement! How much to invest, which investments will remain secure, and how many liquid assets to set aside are just a few retirement considerations you’ll want to assess. Joel Lewinson’s accounting staff will delve into how to manage your assets, savings, investments, and expenses, while setting long-term goals that will give you peace of mind during your “golden years”. Estate Planning: This LA accounting firm and its excellent staff will also work with you and your attorney to help prepare your estate affairs in the event of incapacitation or death. It is vital to involve a CPA when planning your estate, as an attorney may not always understand the financial implications of certain decisions. They will work with your attorney to advise you on the best courses of action as you create wills, create trusts, develop IRAs and 401Ks for beneficiaries, establish a guardian for living dependents, and name executors of the wills. Estate Planning: This LA accounting firm and its excellent staff will also work with you and your attorney to help prepare your estate affairs in the event of incapacitation or death. It is vital to involve a CPA when planning your estate, as an attorney may not always understand the financial implications of certain decisions. They will work with your attorney to advise you on the best courses of action as you create wills, create trusts, develop IRAs and 401Ks for beneficiaries, establish a guardian for living dependents, and name executors of the wills.

4 Financial Planning Strategic Planning: What is your company’s vision, its mission statement, and its overall goal in terms of the services you offer? If you are a sole proprietor, what are your own personal financial goals? This Certified Public Accountant, with over 30 years of experience, is here to answer these questions so that you can tap into your fullest potential. Strategic Planning: What is your company’s vision, its mission statement, and its overall goal in terms of the services you offer? If you are a sole proprietor, what are your own personal financial goals? This Certified Public Accountant, with over 30 years of experience, is here to answer these questions so that you can tap into your fullest potential. Cash Management: Maintaining your company’s financial stability and solvency is paramount when it comes to managing your business. The myriad of resources at the Los Angeles Accounting Firm and special attention to detail guarantee excellent counsel for you allowing for greater investment security and profitability. Cash Management: Maintaining your company’s financial stability and solvency is paramount when it comes to managing your business. The myriad of resources at the Los Angeles Accounting Firm and special attention to detail guarantee excellent counsel for you allowing for greater investment security and profitability. Wealth Management: Managing valuable assets and building a stable investment portfolio is a delicate process, whether you are high net-worth individual or a small business. The staff at this Woodland Hills accounting firm explores all the financial options to help you reach and maintain your financial goals and build a solid foundation for your investment portfolio. Whether you require a small amount of guidance or a robust Private Wealth Management (PWM) package, they will help you create a solid financial plan for both the short term and long term. Wealth Management: Managing valuable assets and building a stable investment portfolio is a delicate process, whether you are high net-worth individual or a small business. The staff at this Woodland Hills accounting firm explores all the financial options to help you reach and maintain your financial goals and build a solid foundation for your investment portfolio. Whether you require a small amount of guidance or a robust Private Wealth Management (PWM) package, they will help you create a solid financial plan for both the short term and long term.

5 Money Management Budgeting: Are you having a difficult time balancing or keeping track of your revenue and expenses? Joel Lewinson, CPA has a meticulous eye for spotting unnecessary expenses and can offer suggestions for ways to allocate revenue for better tax outcomes. Budgeting: Are you having a difficult time balancing or keeping track of your revenue and expenses? Joel Lewinson, CPA has a meticulous eye for spotting unnecessary expenses and can offer suggestions for ways to allocate revenue for better tax outcomes. Payroll Accounting: For business owners, nothing is more important than paying workers in an efficient manner and keeping accurate records of incomes paid and taxes withheld. So too it is important to understand how to make distinctions between employees and independent contractors. He will supply confident methods and advice to bring peace of mind to both employer and employee. Payroll Accounting: For business owners, nothing is more important than paying workers in an efficient manner and keeping accurate records of incomes paid and taxes withheld. So too it is important to understand how to make distinctions between employees and independent contractors. He will supply confident methods and advice to bring peace of mind to both employer and employee.

6 Joel Lewinson At the Los Angeles area accounting firm, Joel Lewinson and staff, provide a full suite of business management services to satisfy all your financial needs. They will accomplish all your management goals because of a dedication and a unique ability to “think outside of the box” when it comes to suggesting plans that are both timely and risk-free. At the Los Angeles area accounting firm, Joel Lewinson and staff, provide a full suite of business management services to satisfy all your financial needs. They will accomplish all your management goals because of a dedication and a unique ability to “think outside of the box” when it comes to suggesting plans that are both timely and risk-free.


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