Adam M. Levine, <span class="title">CPA, CFP®</span>

Adam M. Levine, CPA, CFP®He | HimDirector

P 312.670.7444 | F 312.670.8301

Adam Levine has been with ORBA since 2005 and is a member of the firm’s Real Estate and Wealth Management Groups. Adam has spent his career serving individuals, partnerships and privately-held corporations. He oversees audits, reviews and monthly accounting engagements for not-for-profits, 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.

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Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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