714-848-1000
Our approach

From the first plan to the filed return.

Tax Planning

Look ahead, set the numbers, and decide with time to spare.

Tax Strategy

Choose the structure and timing that fit your goals and your family or business.

Tax Implementation

Carry the plan out accurately, from preparation to filing.

Who we serve

Tax work built around how you earn.

Real Estate Professionals

Commission income arrives unevenly, but taxes come due on schedule.

  • S corporation returns (Form 1120-S) and owner pay
  • Quarterly estimates matched to your closings
  • 1031 exchange planning for investors

Contractors & 1099 Earners

Self-employed income needs a plan, not a surprise in April.

  • Quarterly estimates and self-employment tax
  • Expense tracking and 1099 reporting
  • Review of when an S corporation may make sense

Small Business Owners

Clean books and timely filings leave you free to run the business.

  • Entity, payroll and owner compensation guidance
  • Business returns: 1120-S, 1065 and Schedule C
  • Year-end planning before December 31

Trusts & Estates

Careful, steady reporting for trustees, executors and families.

  • Fiduciary returns (Form 1041 and California 541)
  • Final individual returns and beneficiary K-1s
  • Coordination with your attorney and trustee

Individuals & Families

Returns and year-round planning for your household.

  • Federal and California returns
  • Planning around a home sale or retirement
  • Support through IRS and state notices

501(c) Nonprofits

Compliance and filings for tax-exempt organizations.

  • Form 990 series filings
  • Recordkeeping and reporting support
  • Payroll and filing deadlines
Leadership

Experience you can build on.

Jack Levine

Founder

Jacob Choi

Managing Partner

Our parent company

GOVETERAN, INC.

Independent strategic advisory firm

goveteran.us

LEVINE & CHOI is led by Jacob Choi, a U.S. Army veteran, together with founder Jack Levine. GOVETERAN, INC. is a certified Service-Disabled Veteran-Owned Small Business (SDVOSB) and independent strategic advisory firm providing financial forensics, litigation support, strategic tax advisory, tax compliance and administrative representation services.

Administrative tax representation is provided by professionals authorized to practice before the applicable taxing authority. When a matter requires legal, valuation, investment or other specialized services, GOVETERAN coordinates with independent qualified professionals.

GOVETERAN is not a law firm or registered public accounting entity and does not provide legal counsel, audit or attest services or establish an attorney-client relationship. Services are provided in accordance with applicable federal and state requirements.