A Guide to Estimated Tax

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A Guide to Your Estimated Tax Are you self employed? Do you have income other than your salary? You may need to pay estimated taxes each quarter to take care of your tax bill.  What are estimated taxes (ET) and do I need to start making payments? Income taxes work as a pay-as-you-go system. The […]

7 Big Takeaways On The New Covid Relief Package

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Updated: 12/29/2020,  4:00pm  ETA The new Covid Relief Package is set to provide additional financial assistance to Americans. The hefty bill was passed by Congress Monday night 12/21/2020. President Trump reluctantly signed the bill days later on Sunday 12/27/2020, allowing $600 stimulus payments to be distributed, but urged that Americans should receive more aid and […]

How tax planning can benefit your business this year

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What is tax planning? Tax planning is the analysis and strategy of a person’s or businesses financial situation to maximize tax breaks and minimize liabilities in a legal and efficient manner. Why should you do yearly planning? If you dread to see the “taxes due” amount on your tax return, then tax planning should be […]

Everything you should know about PPP Loan Forgiveness

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Borrowed a PPP loan and want to be forgiven?  Here is what you should know: Your forgiveness application is filed with the lender directly, not SBA The application can be filed after day 56 but no later than 10 months after the end of the borrower’s covered period All loan payments (not forgiven), including interest […]

Business Spotlight: A Pretty Balance, Inc

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Today we are featuring a Rockstar women of business, Kathryn Jarrett! We are so happy to be working with Kathryn through her business journey. She is extremely talented at what she does and has a fantastic vision for her company. To top it off her she has a mission of sharing her success with other […]

What is a business plan and why do I need one?

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Thinking of starting a business? You will find one of your first steps towards success is writing a business plan.  What is a business plan? A Business Plan breaks down in detail your goals and how you will achieve them.  So, you should use it to guide you through each stage of your business. After all, […]

Key Items Every Business Needs

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When starting a business, you may find yourself googling a lot! Where should you start and what do you have to do first? Most businesses stem from an idea, passion, or solution to a problem. Most business owners are not finance and accounting experts. One of your questions may be when would you use an […]

PPP Forgiveness Made Easier!

SBA PPP Updated

Fresh updates from the SBA on PPP Loan Forgiveness – Released 10/8/2020 The SBA released a streamlined application — Form 3508S — designed specifically for those who borrowed less than $50,000. There was some talk before of loans under a certain amount being automatically forgiven, although this is not the case. This form does not make […]

What is going on with PPP Loan Forgiveness?

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“What is going on with PPP Loan Forgiveness? Can I apply now?”, are two questions many people are asking. From assisting in fund planning to forgiveness application assistance we are here to help small business owners through it all, start to finish. So, to make your life a little easier here is an updated run […]

Business Spotlight: Jennifer Schneider, LICSW (MA), LCSW (CA)

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Shining a light on a new client of ours; Jennifer Schneider, Clinical Social Worker, LICSW (MA), LCSW (CA) As a psychotherapist with 10 years of experience, Jennifer Schneider recently opened her solo private practice. She works with individual adults, couples and relationship groups. She specializes in anxiety, depression, ADHD, chronic illness, working with LGBTQIA+ clients, gender […]

Justice Bragg

Business Development Representative, Florida

At work, Justice is passionate about helping the team make decisions and connections that propel the business forward. He prioritizes client satisfaction by serving as a medium to facilitate communication to the proper channels making sure every issue is properly addressed.

Outside of work, Justice enjoys exercising by going to the gym and playing pickleball with his friends. He is a self-proclaimed foodie who can’t say no to trying a new restaurant, sometimes even immediately regretting it.

Zachary Williams

Staff Accountant, Florida

At Level Accounting, Zach is responsible for bookkeeping & payroll. He is dedicated to ensuring financial success for our clients.

Beyond the office walls, Zach’s weekends are filled with adventure, whether he’s exploring Florida’s hidden gems with his wife or battling it out in tournaments. When it’s time to unwind, you’ll find him at the movies or casting his line out for a relaxing fishing session.

Melanie Jerome, MBA

SENIOR STAFF ACCOUNTANT, FLORIDA

Meet Melanie J, one of our senior staff accountants! Melanie ensures your financial health with precision and expertise. Beyond the office, she’s a true crime enthusiast who loves traveling and outdoor adventures. Whether she’s balancing books or exploring new trails, MJ’s dedication and skill set the standard for excellence in our team.

Seren Lunsford, MBA

STAFF ACCOUNTANT, INDIANA, QUICKBOOKS ONLINE PRO-ADVISOR

Meet Seren, one of our dedicated staff accountants here at level accounting! She is responsible for bookkeeping & payroll. Outside of the office, you can find her on the sidelines of a soccer pitch, karting track, or baseball diamond, cheering on her two active boys. Seren is also a proud owner of two gentle giants, her beloved Great Danes. In her downtime, she channels her creativity into baking and decorating sugar cookies, always eager to experiment with new baked goods ideas and recipes. With her expertise in accounting and her passion for family, pets, and baking, Seren brings a unique blend of professionalism and warmth to our team.

Ivette Rivera

EXECUTIVE ASSISTANT, FLORIDA

Ivette Rivera is our Executive Assistant at Level Accounting, juggling schedules and keeping things running smooth.

When she’s not crushing it at work, Ivette is an avid participant in her church community. As a mom, she’s all about those quality moments, whether it’s baking up a storm, hitting the water for some kayaking fun, or just chilling with a good book or binge-worthy show. And let’s not forget her partners in crime at home: Harley Quinn, the fridge-raiding pit bull, and Atlas, the cat who rules the roost. Ivette’s all about that balance between work hustle and personal bliss.