Steven Levy, a Partner at Hertz Herson, has over 40 years of experience providing tax, audit, and advisory services to a broad range of clients. He manages corporate, personal, partnership, and fiduciary tax engagements and has significant experience performing financial statement audits, reviews, and compilations.

Steve’s experience includes working with investment advisory firms and not-for-profit organizations, as well as advising high-net-worth individuals on complex tax issues. His areas of focus include foreign tax matters, long-term planning strategies, and developing effective tax solutions, including strategic Roth IRA conversion strategies.