CPA
Jay Rechtman CPA
Levenson Katzin & Ballotta PA
7901 SW 6th Court Suite 140
Plantation, FL 33324
Tel: 954-961-7940 Ext 214
Fax: 954-961-8144
Cell: 305-527-4580
Email: jrechtman@lkbcpa.com
Website: http://www.lkbcpa.com
Levenson Katzin & Ballotta is a professional service firm whose principals have experience ranging from 20-50 years serving South Florida. We offer clients a variety of services in accounting, audit, tax, and corporate finance. We service a wide range of industries, including emerging growth companies, healthcare and pharmaceutical, hotels, international tax and trade, franchisors, manufacturing, not-for-profits, professional service firms, real estate development and construction, restaurants, retail, wholesale, and distribution.
More specifically, the products and services we offer include:
- Tax planning and preparation of tax returns for individuals and closely held businesses (self-employed individuals, corporations, and partnerships)
- Tax preparation for estates and trusts
- Foreign tax compliance
- Consulting services, including bank financing, succession planning, mergers and acquisitions, key employee compensation arrangements, and various other planning services
- Accounting services include preparation of compiled, reviewed and audited financial statements
- Assisting clients in selecting an appropriate qualified retirement plan to defer current income taxes while creating a vehicle for accumulating assets for retirement.
What Constitutes a Good Referral To Jay Rechtman?
An excellent referral for me would be a client that is not getting the proper attention from his/her accountant and is seeking a more personal relationship with a trusted advisor.
About Jay Rechtman
W. Jay Rechtman, CPA | Director
Jay has been a Director with the firm since 1989, and holds over 30 years of experience in public accounting. Jay’s experience includes providing accounting, assurance and business consulting services to privately held companies and organizations in a wide variety of industries. Jay’s experience extends to the following industries: professional service firms, construction, real estate, distribution, oil and gas, restaurant, franchise, not-for-profit and manufacturing industries, as well as employee benefit plans. Jay’s assurance experience includes providing audit and review services. Jay also provides services related to compilation, agreed-upon procedures, mergers and acquisitions, internal control studies and internal audit matters. In addition to supplying his clients with accounting and assurance services, Jay advises businesses and their owners in matters concerning their financial condition, profitability enhancement, tax planning, tax compliance, and represents clients before the Internal Revenue Service. From time-to-time Jay also acts as trustee/fiduciary of family trusts based on his intimate knowledge of the family’s affairs and intentions.
Education and Certifications
- Georgia State University, 1975, Bachelor of Business Administration, concentration of Accounting
- CPA, Licensed in Florida
Professional Affiliations
- American Institute of Certified Public Accountants, Member
- Florida Institute of Certified Public Accountants, Member
- North Dade Chamber of Commerce, Former Member
Civic/Community
- Beth Torah Synagogue, Member
Other
- A golf enthusiast, Jay spends his leisure time with his wife, two children and trying to improve his golf game.
Contact: jrechtman@lkbcpa.com