Lavin & Associates

Who We Are

Welcome to Lavin & Associates, where we bring over three decades of expertise in tax, accounting, and financial consulting to the table. Established in 1987, our firm has grown to become a trusted partner for both individuals and businesses alike. With offices strategically located in Boca Raton, Florida, and White Plains, New York, we are ideally positioned to serve clients across the nation. At Lavin & Associates, we pride ourselves on delivering personalized financial solutions tailored to meet the unique needs of each client.

Our team consists of seasoned Certified Public Accountants (CPAs) and tax professionals who are passionate about helping clients navigate the complexities of financial management. Whether you’re an individual seeking expert tax advice or a business owner looking to optimize your financial operations, we are here to guide you every step of the way. Our commitment to excellence and integrity has earned us a reputation as a leading CPA firm in New York and Florida.

What We Do

At Lavin & Associates, we offer a comprehensive range of services designed to support both individuals and businesses in achieving their financial goals. Our core services include:

• Tax Consulting: Our team provides expert tax consulting services to help you minimize liabilities and maximize returns. We stay up-to-date with the latest tax laws and regulations, ensuring that you receive the most accurate and beneficial advice.

• Accounting & Bookkeeping: Accurate financial records are essential for any business. Our accounting and bookkeeping services are designed to help you maintain precise records, allowing you to focus on what you do best—running your business.

• Fractional CFO Services: For businesses that require strategic financial oversight but may not need a full-time CFO, our fractional CFO services provide expert financial management on a part-time basis. This service is ideal for small to medium-sized businesses looking to grow and thrive.

We understand that each client is unique, which is why we offer customized solutions that align with your specific needs and objectives. From managing day-to-day financial operations to strategic long-term planning, Lavin & Associates is your go-to partner for all things finance.

Why You Should Use Us

Choosing the right CPA firm can make all the difference in your financial success. Here’s why Lavin & Associates should be your first choice:

1. Experience: With over 35 years in the industry, we bring a wealth of knowledge and experience to every client relationship. Our seasoned professionals are well-versed in a variety of financial disciplines.

2. Personalized Service: We believe in building strong relationships with our clients. By taking the time to understand your unique situation and goals, we tailor our services to meet your specific needs.

3. Nationwide Reach: While our offices are based in New York and Florida, our services extend nationwide. No matter where you are located, we are equipped to provide top-notch financial services.

4. Comprehensive Solutions: From tax consulting to bookkeeping to CFO services, we offer a full suite of services under one roof. This integrated approach ensures that all aspects of your financial management are cohesive and efficient.

5. Commitment to Excellence: We strive for excellence in everything we do. Our team is dedicated to providing high-quality services that exceed your expectations.

What Can You Ask?

We understand that navigating the world of finance can be daunting, and questions are inevitable. Here are some examples of what you can ask us:

• How can I optimize my tax strategy to save more money?
• What steps should I take to ensure my business’s financial health?
• Can you help me set up an effective bookkeeping system?
• What are the benefits of hiring a fractional CFO?
• How can I prepare my business for potential audits?
• What are the latest tax law changes that may affect me?
• How can I improve my personal or business credit score?

At Lavin & Associates, no question is too small or too complex. We’re here to provide clarity and guidance, empowering you to make informed financial decisions with confidence.