Next Level CPA PLLC is a modern accounting and advisory firm helping business owners, real estate investors, and high-income professionals take control of their finances and build long-term wealth.

We go beyond basic tax filing and bookkeeping. Our team focuses on proactive tax planning, strategic entity structuring, and financial systems that support sustainable growth. Whether you’re scaling a business, investing in real estate, or managing complex income, we provide clarity, structure, and data-driven guidance at every stage.

Founded by CPA Sargis Ivanov, our firm combines deep technical expertise with a forward-thinking approach to advisory. We partner closely with our clients to reduce tax liability, improve cash flow, and align financial decisions with long-term goals.

Our services include:
• Tax preparation and compliance
• Proactive tax planning and strategy
• Business advisory and CFO support
• Bookkeeping and financial reporting
• Entity formation and structuring
• Real estate tax optimization

At Next Level CPA PLLC, our mission is simple: help our clients operate smarter, keep more of what they earn, and confidently take their business and investments to the next level.

Next Level CPA PLLC

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Next Level CPA PLLC

Org chart

Teams

Offices

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