Michael K. Levy
Michael K. Levy, EA is the founder, President, and Senior Partner of Financial Services Center, Inc. The company was originally established in 1985.
He graduated with a B.S. Degree in accounting from Marist College. He holds the designation of Enrolled Agent, which is a comprehensive exam administered by the Internal Revenue Service. His Enrolled Agent designation gives him the ability to represent taxpayers before the Internal Revenue Service relating to any tax issue.
Through the years he has continuously taken the required continuing education in the areas of accounting, individual tax, business tax, trusts & estates and retirement planning issues. He also holds a Series 65 license with the designation of Registered Investment Advisor and is licensed in New York and New Jersey. As a Registered Investment Advisor he can assist individuals with financial planning and investing services. In addition to this Series 65 license, he has held a Series 6 and 63 license for investment products.
With Michael's vast experience and knowledge, he can provide accounting, tax and financial planning skills to each client; whether it is a business or an individual. He prides himself on building excellent client relationships by listening to each client and servicing everyone based on their specific needs.
He currently holds memberships in the National Association of Tax Preparers and the local Chamber of Commerce. Michael was also a past President of a local business association, and is a member of the National Association of Accountants.