Joel I. Levy, CPA

Joel is originally from Brooklyn, NY and grew up in Spring Valley, just outside New York City. Joel says “I enjoy working with both individuals and business owners, and get great satisfaction in assisting them with their financial, tax and planning concerns.”

Joel began his career working for two large Manhattan firms before moving to Florida in pursuit of a better quality of life for his family.

Joel started a CPA practice in North Miami Beach, moved the practice to nearby Pembroke Pines and finally to Fort Lauderdale, all located in Broward County, Florida. Joel then served as Chief Financial Officer for a large manufacturing company. In 1994, Joel returned to private practice in Boca Raton, Florida until 2007 when he became a “halfback,” moving to Chapel Hill, North Carolina and establishing Joel I. He then transferred to City University of New York Lehman College in the Bronx. Anyone who really knows Joel, knows his favorite hobbies are golf and music. But what he is most proud of are his two children and four grandchildren. Words to live by "Treat people the way I want to be treated, with due respect, regardless of stature.”