Our Firm

What Makes Us Different

We are a boutique full service accounting firm who’s founders have regional and big four experience who provide excellent and high level services at a fraction of the cost of the larger regional firms.

The firm was established in 1992 and was founded by Joel Levy, CPA, who has over 25 years experience focusing on business and and individual tax strategies, planning and preparation with specialization in personal financial planning. During 2007, two additional partners joined the firm, David Lanter,CPA and Alex Leonardo, CPA.

David Lanter, CPA, has over 20 years accounting and tax experience.  Mr. Lanter has managed various CPA firms and his experience includes but not limited to representing taxpayers that have been selected for IRS audits, negotiating and reducing and/or waiving IRS penalties and interest assessments, expert litigation witness, multi-state tax preparation, partnerships, preparation and setup of nonprofit organizations, business valuation, developing and managing legal tax strategies for high net worth individuals.  Clients include professional athletes,  developers, restaurant business owners, and much more.

Alex Leonardo, CPA, has over 15 years accounting and auditing experience.  Mr. Leonardo has worked as a controller for various companies in the construction, property management, import/export, franchise, outsourcing, and nonprofit industries.  Mr. Leonardo was also a lead auditor at the prestigious firm Deloitte  & Touché “big four” where he managed financial, SOX and 401k audit engagements for public companies in the pharmaceutical, retail, and manufacturing sectors.  Current clients include aerospace, manufacturing, and prominent nonprofit organizations.

Rick Captain, CPA, has over 25 years’ experience as an audit manager, as well as a controller, regional controller and CFO in manufacturing and construction, leading teams in mergers and acquisitions, MRP and ERP implementations, and development of strategic business and operational plans. Mr. Captain has audited residential and commercial real estate developers, property management companies, private investment entities, construction contractors and subcontractors, common interest realty associations (CIRA’s), HUD properties, 401(k) plans, hotels, restaurants, and shopping malls. Engagements of note include audits of the largest indoor shopping mall in the southeastern U.S., the general contractor constructing the Fontainebleau Hotel and Casino in Las Vegas, and the largest residential commercial and residential developer in South Florida.

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.


Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Our high standards, service and specialized staff spell the difference between our outstanding performance and other firms. We make sure that every client is served by the expertise of our whole firm.


Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

To see a listing of our services, please take a moment and look at our services page. Because we obtain new  business from the people who know us best, client referrals have fueled our growth in the recent years.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.


An accounting firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves.

Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Our high service quality and “raving fan” clients are the result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

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