Joel Levy, CPA

I went to see Joel this past January to discuss an alimony issue and he was fantastic! He answered all my questions, educated me and was very helpful and generous with his time and knowledge. I will definitely be using him in the future! The office, itself, was very quick and efficient in getting me on the calendar, it was overall a great experience. If you have any needs, I highly recommend this office and this gentleman!

My experience with Loel started in April 2014 for the 2013 tax return. After providing the information requested, he emailed us that the return was done and the draft attached with a letter of authorization to email to the IRS. The attached letter said «Please let us know if you have any questions and let us know if you don’t as well.» I mailed the form on the way out of town at 12PM. When I reviewed the return at 10AM the next morning (giving me not even a day to review) and looking at my emails, I saw several glaring errors and omissions and these were large of several thousands of dollars like understating revenue and expenses on a business activity and not listing a large charitable contribution and listing all major contributions as cash and not completing the 8283form (as required in bold type on the return) AND he had already emailed the return to the IRS at 8 that morning. The major contributions were for stocks. I immediately called him and offered a few choice words and he was very flipent saying that we would just file an amended return and also made some poor words about the IRS. Plus there were other changes he made from the provided data which I could not figure out why. All of these were screaming issues for a complete audit, audit, audit. The amended return sent to the IRS did not include the most important form reconciling the old and the new which I had to send the IRS later. I received the refund in July of 2015 (15 months and long worries of what was happenilng) all because of his errors and then he even sent a form asking the IRS for an extension this year without my permission 20 days after I had already filed the return for 2014. Like I would use him again. Wonder what that will do with the IRS?. Quite a saga to say the least. Extreme sloppiness at best.
T. Ross
Chapel Hill, NC

If only I could give zero stars. First, he made a glaring error on our returns that would’ve cost us over $ 2k. Glad it was glaring enough for me to catch. Second, he charged 50% more than he quoted, though nothing changed in our taxes from the time of the quote. When I expressed my confusion, he raised his voice like I was a child and told me to send him the original quoted amt and find a new accountant. Then he refused to send a revised invoice. Then a third party found another GLARING error in which he failed to add two numbers together correctly. When I addressed him, he said «you reviewed and approved» like it was my fault. If I knew it was as simple as adding two numbers together, I would’ve done the returns myself. So I spent several hours filing an amended tax return and am still obligated to pay this guy. My tax liability went down over $ 2500 total after correcting his mistakes. Taxes suck, but this guy is a total nightmare. And charges a premium. Run away.

Joel Levy has been our CPA for 3 years now. Our previous CPA was horrible and screwed up our taxes terribly. Joel was able to help us the following year to not make the same mistakes. He also sits down with us to explain what everything means. Joel is very kind and always willing to help. Most importantly, Joel is a man of great integrity. That’s what you want in a CPA. You can’t go wrong working with Joel Levy.