Adam M. Levine, CPA, CFP®
Adam has been with ORBA since 2005 and is a member of the firm's Real Estate and Wealth Management Groups. He has spent his career serving individuals, partnerships and privately-held corporations. He manages audits, reviews and monthly accounting engagements for contractors, professional service firms, and service organizations, as well as software and information technology companies. In addition to accounting and auditing services, Adam provides tax planning, business consulting, financial planning, and tax compliance consulting.
Adam prides himself on getting to know his clients and learning how he can help meet their needs. These personal relationships often mean attending meetings at clients’ sites and interacting with them so that he can bring value to the service that he provides. Adam often calls his clients to keep them abreast with new tax and accounting regulations as well as suggests opportunities for his clients to succeed.
Outside of the office, Adam spends his time with his wife and young daughters, organizing everyone’s schedules. When he is not at work or at home, he can be found on the tennis court where he was once a tennis instructor, and looks forward to the day that his daughters are old enough to start taking lessons.
- Center for Independent Futures
Former Board Treasurer