Stop Recording History.
Start Engineering Your Future.
Elite tax strategy and digital-first accounting.
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From the Big 4 to Your Business Partner.
From the Big 4 to Your Business Partner.
I have been in the tax industry for over a decade, progressing from local firms to international giants. I have managed complex tax landscapes for everyone from successful private families to billionaire-level estates.
Today, my mission is to make that same "Private Family Office" rigor accessible to the founders and families building the future of our community. You deserve more than a historian; you deserve a CPA who will help you engineer your financial future.
-Daniel Levy Herrera, CPA
Personal Tax Strategy
Personal Tax Strategy
For individuals, families, and high-growth founders.
What it is: Expert preparation of your tax returns backed by year-round planning.
How it helps you: We look at your entire financial picture to ensure you aren’t just "filing," but actually keeping more of what you earn. Whether your situation is simple or complex, we handle the details so you don't have to.
Business Setup & Growth
Business Setup & Growth
For new entrepreneurs and established local businesses.
What it is: Helping you choose the right legal structure for your business and managing your company's tax requirements.
How it helps you: We make sure your business is set up correctly from day one to save money on taxes. As you grow, we provide the "Big 4" caliber oversight usually reserved for giant corporations, tailored for your specific size and goals.
Modern Digital Bookkeeping
Modern Digital Bookkeeping
For those who want to ditch the paper and stay organized.
What it is: A 100% digital way to track your income and expenses.
How it helps you: No more shoeboxes of receipts. We use secure, modern technology to give you a clear view of your business’s health in real-time. You get professional accuracy without the stress of paperwork.
Why Choose Us
Why Choose Us
No Paper: Everything happens through our secure, easy-to-use mobile app.
No Surprises: We plan ahead so you know exactly what to expect come tax season.
Elite Expertise: You get the same strategies used by the world's most successful estates, delivered with a personal touch.
"The Historian tells you what happened. The Engineer tells you what's possible."
"The Historian tells you what happened. The Engineer tells you what's possible."
At DaLevy CPA, we move you from reactive filing to proactive wealth engineering.
At DaLevy CPA, we move you from reactive filing to proactive wealth engineering.
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