Assurance & auditing services
Trusted audit, review, and financial reporting services led by an audit team of CPAs and professionals with over 20 years of assurance experience.
Members of the AICPA and participants in required peer review.
A state-registered CPA firm providing audit and review services across multiple states.
Fully in compliance with all applicable licensing requirements.
Audits · Reviews · Compilations
Wondering which one is best for your business? It depends on the level of assurance you need. A compilation may be all you need this year — but as you grow, a review or full audit gives better information and supports smarter decisions about your company’s future.
We look forward to helping your business achieve financial success.
1
Compilation
Financials presented, no assurance — fast and economical.
2
3
Audit
The highest level of assurance — full examination and opinion.
What We Do
Independent assurance that helps organizations meet financial reporting requirements with confidence — audits, reviews, and advisory support focused on accuracy and timely communication.
We help nonprofits meet financial reporting and compliance requirements through independent audits, reviews, and advisory — with clear communication and timely delivery.
Independent audit and review services for cooperative and condominium associations throughout New York City — practical guidance to help boards fulfill their fiduciary responsibilities.
Independent audits of employee benefit plans — 401(k), 403(b), and other qualified plans — ensuring compliance with ERISA and Department of Labor reporting requirements.
Focused testing and objective reporting on specific financial, operational, or compliance matters — procedures tailored to your needs with clear findings to support decisions.
Accurate income statements, balance sheets, and cash flow statements that help owners, lenders, and investors understand performance and decide with confidence.
Who signs your report
A registered CPA firm in peer review, with the authority to issue valid audit, review, and compilation reports. No subcontracting, no unlicensed reviewers.
17+ years of audit experience at leading firms. Leads every financial statement audit we issue.
Fenix Levy, CPA
A New York State CPA with 18+ years of public accounting and an advanced degree in taxation. Founded the practice in 2018.
We’ll help you choose the right assurance for where your business is headed.
