A tax advisor you can actually reach.
Levi King, Enrolled Agent & Principal Tax Advisor
Book a Free Discovery Call
Why I Started Stronghold
At many firms, the tax process runs backward. Documents come in, a return goes out, and the only real conversation about your taxes happens after the year is over, when most of your options are gone. The people doing the work are often very good at it; however, the model is built around the deadline, not the client.
A return can only report what has already happened. Planning is what shapes it: the timing of income, the structure of a purchase, the elections you make before the year closes. That’s the work I enjoy most, and the service I wanted every client to get.
I built Stronghold to run in the right order. We plan first, file second, and stay in touch in between.
How I Work
I limit the number of clients I take on, so each one gets my full attention. Here’s what you can expect:
- One-on-one, start to finish. You work with me directly, every time. I prepare your return myself, put it through an in-depth quality review process before you ever see it, and explain the results before you sign.
- Easy to reach, all year. Email, text, or portal message, usually answered well before the next business day, plus a direct line and Zoom calls when they help. Quick questions are always welcome.
- Every legal way to lower your taxes. I know the tax code well and keep learning it, so the deductions, credits, and elections you’re entitled to don’t get left on the table.
- I look ahead with you all year. I love working with clients who want to be proactive, because that’s where we find real savings.
- I work with your other advisors. Your financial advisor, attorney, insurance agent, and bookkeeper each see part of the picture. I coordinate with them so your tax plan fits the rest of it. See how I work with professionals.
- When the IRS, State, or City writes, I’m in your corner. I can represent you before these agencies, handled as a separate engagement so you know the scope and cost up front.
Want an advisor who works this way?
Book a Free Discovery Call
A Little About Me
I’m a tax nerd at heart. I read tax books, listen to tax podcasts, and trade ideas with other tax professionals, always looking for another legitimate way to save my clients money.
Outside of work, I love spending time with my wife, Tori. I’m also a cat dad, and I love reading, trivia, and traveling the world. I live in the Dayton, Ohio area, and I work remotely so that distance never stands between me and the right client.
The Credential
I’m an Enrolled Agent, a federal credential that authorizes me to represent taxpayers before the IRS in any state. The IRS requires EAs to complete at least 16 hours of continuing education every year, including ethics, and 72 hours across each three-year cycle.
Before Stronghold, I spent four years at a local tax firm working with individuals, rental property owners, and small businesses. In that time I prepared thousands of tax returns, advised hundreds of clients on tax planning, and represented dozens of clients before the IRS.
Who I Work With
Individuals, real estate professionals, and business owners who want a real relationship with their tax advisor: someone who knows their situation, answers their emails, and plans ahead.
Most of my clients have something that makes their taxes more than routine: a business, rental properties, equity compensation, income in more than one state, or a big decision on the horizon. They want to understand their numbers, they’d rather plan ahead than react in April, and they want things done the right way. What they don’t want is shortcuts or aggressive positions that won’t hold up under audit, and neither do I.
I enjoy working with people who want to do things the right way and aren’t sure how. Careful, well-documented planning can save a surprising amount, and finding it is what I do best. If that sounds like you, I think we’ll get along well.