Experience

Aaron Levy is the co-managing partner of the firm's Southern California offices and delivers over 18 years of experience in accounting and taxation to his clients. He specializes in the real estate, manufacturing, and professional services industries by providing tax consulting services to clients operating in these areas.

Aaron became a CPA in order to help people find ways to position themselves in an optimally, tax-advantaged way and in order to serve as a close advisor to friends and family. Over the course of his career, Aaron has combined his passion for listening closely to his clients’ individual situations to offer much-valued direction so that they can meet their unique goals. This ability, coupled with his finely-honed analytical thinking skills and technical acumen, have served him very well as a trusted advisor to his clients.

As the co-managing partner of the firm’s Woodland Hills office, Aaron has made a significant contribution to client and staff development with the ultimate aim of impacting the firm’s growth. Aaron spends his time outside of work coaching his two boys in baseball and basketball. He is also heavily involved in the Jewish Big Brothers Big Sisters, for which he served as a big brother mentor for many years.