How We Help
Bookkeeping & Financial Reporting
At First Financial, where precision meets expertise. Headed by Zack Levine, a tax expert and CPA, we are dedicated to providing accurate and timely financial reporting. Understanding the critical role of meticulous bookkeeping in your business's success, we maintain the highest standards of accuracy and integrity. Our extensive knowledge of tax regulations ensures your financial statements are precise and compliant, helping you capture all entitled deductions and confidently observe applicable tax laws. Our proactive approach anticipates and reduces taxes, eliminates pre-tax filing stress, and ensures a smooth, efficient process during tax season. At First Financial, we build lasting relationships by tailoring our services to your unique needs, making us a trusted partner in your financial journey.
Insights & Retirment Planning
Running a small business means making big decisions—entity formation, insurance coverage, and retirement planning all play a critical role in long-term success. We offer personalized consultations to help you navigate these choices with confidence.​
Beyond guidance, we also consult on and facilitate insurance solutions and small business retirement plans, ensuring you have the right protection in place and a strategy to secure your financial future. Whether you’re just starting out or looking to strengthen your existing business, we’ll work with you to identify the right structure, protect what matters, and build a retirement plan that supports both you and your employees.
Tax
At First Financial, we don’t just prepare tax returns—we build relationships that help you get the most out of every deduction available. Whether you’re self-employed, own a business, or have multiple sources of income, we work closely with you to ensure accuracy, maximize savings, and minimize penalties or surprises.
We provide year-round tax projections and estimates, so you’re always ahead of deadlines and fully prepared when filing season arrives. Our holistic approach looks beyond the numbers, helping you understand how today’s tax decisions impact your future cash flow and long-term financial goals.
With First Financial, you’ll gain more than a completed tax return—you’ll gain a trusted partner committed to lowering your tax burden and strengthening your financial foundation.
