Insight Beyond Numbers

Practice Areas

  • Financial Service-Money Management
  • Estate & Retirement Planning
  • Professional including Medical & Technology Service Businesses
  • Manufacturing
  • Retail

Steven L. Levine, CPA/PFS/CGMA

Steven Levine is a founding and senior member of Levine, Jacobs & Company, LLC and a Personal Financial Specialist (PFS), a designation awarded to accounting professionals after 750 hours of extensive and comprehensive training. Only select practitioners nationwide have passed the complex exam. Steven actively participates in providing wealth planning services to clients. His experience and knowledge in estate planning help clients minimize tax effects on their estates. Financial articles written by Steven have appeared in various publications.

Steven Levine possesses a wealth of specialized knowledge. Well-known and respected throughout the industry, he has a proclivity for discerning a client’s needs. This one-on-one approach, a skill he has mastered and defines as a “listening aspect,” has contributed to the confidence his clients have in his financial advice. His accounting practice is diverse, with an emphasis on professional-service clients – doctors, dentists and attorneys.

He is a member of the Provident Bank Advisory Board and previously has served as a Past Advisory Board Member for Independence Community Bank in Newark, New Jersey.

Steven Levine holds membership in the American Institute of Certified Public Accountants (AICPA), the AICPA Personal Financial Planning Section and New Jersey Society of Certified Public Accountants (NJSCPA).

He received his B.S. Degree from Fairleigh Dickinson University.

“Professionals are concerned with the fact that they are working harder and realizing less profit. I help them retain more of their earnings by astute tax and retirement planning. An advantage to my clients in utilizing a CPA/PFS specialist is retaining someone who knows and understands their personal financial goals. You have to have considerable knowledge of tax implications in order to achieve truly effective financial planning.”

Steven L. Levine