Jeffrey Levine, CPA, MST, joined LGA as the Director of Financial Strategies, bringing with him a depth of knowledge and industry experience. In his role, Jeff is dedicated to enhancing holistic service offerings to individual tax clients. This enhanced offering includes obtaining a broader understanding of the client’s financial position and aspirations, their estate and trust planning needs, assessing the adequacy of protections through various insurance vehicles, and creating a robust platform for client success.
With nearly 43 years of experience as a co-founder and shareholder of a local accounting firm west of Boston, Jeff has managed a diverse client base of over 700 individuals, partnerships, and fiduciary tax filings, along with personal financial planning for his clients. His role as a consultant in both corporate and personal financial strategies has made him a valuable resource for numerous news outlets, including WGBH, WBZ, NBC Nightly News, Fortune Magazine, Inc. Magazine, Fortune Small Business, and the Boston Globe.
Education:
- Boston University: Bachelor of Science
- Bentley University: Masters of Science in Taxation
Professional Affiliations:
- Massachusetts Society of Certified Public Accountants (MassCPAs)
- American Institute of Certified Public Accountants (AICPA)
- MassCPAs “Management of an Accounting Practice” (MAP) Committee, member
Personal:
- Outside of his professional life, Jeff lives in Wayland, MA, with his wife, Shawna. He is passionate about golf, enjoys traveling, and has a keen interest in cooking.
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