Bruce W. Levine, CPA
Director
Top 5 Things to Know About Bruce
- Advises closely held businesses on tax and operational matters
- Helps clients translate tax complexity into practical decisions
- Experienced in accounting processes, reporting, and software implementation
- Serves as a trusted resource for both clients and colleagues
- Known for building relationships that uncover opportunities and solutions
Bruce Levine believes that strong client relationships lead to better outcomes. He works closely with business owners and their internal accounting teams, providing tax planning guidance and practical advice that helps organizations operate more effectively and make informed decisions.
Bruce’s experience spans both tax and operational consulting. He advises clients on accounting processes, transaction recording, software implementation, and reporting improvements, helping businesses strengthen their financial operations while navigating an increasingly complex tax environment. He enjoys exploring the nuances of the tax code and identifying opportunities that align with each client’s goals. Through ongoing conversations with business owners and accounting leaders, Bruce often helps uncover challenges and opportunities that extend beyond the immediate engagement.
In addition to serving clients, Bruce is a valued resource within the firm, supporting colleagues with tax research and contributing to internal training initiatives. His collaborative approach reflects a genuine commitment to helping others succeed.
- Tax Planning for Closely Held Businesses
- Business Advisory Services
- Accounting Processes & Procedures
- Financial Reporting Optimization
- Software Implementation Support
- Tax Research & Technical Guidance
- Master of Accountancy, Bentley College
- Bachelor’s Degree in Biology, University of Massachusetts Boston
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- New England Society of CPAs
Outside of work, Bruce enjoys spending time with his wife and two children. The family loves being near the ocean and making memories together through family vacations, taking every opportunity to relax, recharge, and explore new places.