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About Us

About Our Firm

For years, Levy & Associates, PC has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Levy & Associates, PC is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Levy & Associates, PC is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Levy & Associates, PC receive competent and timely advice.

Our Team

Richard Levy, CPA
Firm Owner and President

Rich originally hails from New York and Miami, Florida. He graduated from the University of Miami with a degree in accounting and a commission as an officer in the United States Army. During his 22 year military career Rich completed his MBA degree at Indiana University's Kelley School of Business, sat for the CPA exam, served as a tax preparer and advisor on three continents and taught business and accounting courses as an adjunct instructor for the University of Maryland.

Upon retiring for the military Rich worked as a financial planner and as a CPA in other firms before establishing Levy & Associates, PC in 2004. Rich is also a Certified Financial Planner and holds Series 6 and Series 7 certifications.

Rich currently resides in Prince William County, VA with his wife, Patty and his dog, Harley. Rich and Patty have two grown daughters who also live in the area. In his free time he enjoys spending time with his family, reading, golfing, watching sports and going to the theater.

Ann Levy, MBA
VP of Operations and Client Services

In addition to being the firm's VP of Operations and Client Services, Ann is Rich's eldest daughter. She received a B.A. in Marketing from the University of South Carolina and recently completed her MBA at George Mason University. Ann is responsible for overseeing daily operations and strategic planning as well as ensuring that the client's experience with the firm is top-notch.

Ann resides in Prince William County, VA. In her spare time she enjoys reading, cooking, travelling and spending time with family and friends. She is also an accomplished musician and plays the viola with a small chamber orchestra.

Peggy Martinez, CPA

Deidre Larkin, CPA

June Graves, CPA

Joan Harrison

Tu-Hue Mahan

Patty Levy