Partner Group

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Partner Group

ROBERT R. ALKON, CPA, PFS

bob@alkon-levine.com

Bob Alkon is the founding partner of Alkon & Levine. His business savvy and financial insight have enabled him to grow the firm from a handful of clients to over 2,000. From the beginning, Bob has strongly advocated annual financial planning for all clients and has made this the cornerstone of our practice. He has established a niche in the accounting world by packaging a financial and estate planning practice around individual tax preparation.

Bob’s clients love his down to earth, direct, family-oriented approach. He truly becomes their most trusted advisor. Early and often, he advises everyone to make effective plans for their future.

Equally impressive, through the years Bob has had a significant impact on the professional development of his fellow partners and the many employees who have worked with him. He has been instrumental in helping each to realize their full potential. In his free time Bob loves boating and traveling, and fondly remembers visiting Africa to explore its wild beauty.

Memberships & Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)

Education

  • BBA, University of Massachusetts – Amherst
  • CFP, College for Financial Planning


JEFFREY S. LEVINE, CPA, MST

jeff@alkon-levine.com

Jeff Levine, a partner with A&L since 1983, serves as “Chairman of the Board” and oversees the firm’s strategic planning.  His conscientious and proactive approach to tax preparation and financial planning allows him to handle any issues that arise in a calm, organized, and creative way.  A self-described “financial therapist”, Jeff works hard to ensure all Alkon & Levine clients receive rigorous attention to their financial needs as part of their annual service package.

Given his dynamic, well-balanced approach to financial management, it is no small wonder that he has been a featured writer for multiple publications including the Boston Globe, Fortune Magazine, Your Company, The New York Times, Bloomberg Business, and INC.  Jeff especially enjoys working with entrepreneurs and closely held business owners to help them reach their business and financial goals.

A man of many interests, Jeff also enjoys travelling, golf, and cooking.  Jeff aspires to living in Italy one day - and why?  For the wonderful people, great wine, and fresh food, of course!  His favorite date is January 20– Penguin Awareness Day.

Memberships & Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
    Chair, Management of an Accounting Practice (MAP) Committee

Education

  • BS, Business Administration, Boston University
  • MST, Bentley University


THERESA HOUCK, CPA

theresa@alkon-levine.com

Theresa Houck is a gifted CPA with 30 years of experience in public accounting. A full two-thirds of her career has been spent as a valued member of the Alkon & Levine team where she has been a partner since 1999. Theresa’s specialties include complex individual tax planning and preparation, estate and trust administration and compliance, and multi-state taxation. She loves her clients and says that the best part of her work is being able to share in their triumphs and successes.

Internally, Theresa is responsible for all Human Resource matters including payroll and benefits administration.

Memberships & Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)

Education

  • BS, Management, University of Massachusetts – Boston


KATHLEEN WALSH HERAGHTY, CPA

kathy@alkon-levine.com

Kathy Walsh Heraghty has been recently named Alkon & Levine’s new managing partner. Taking over from Bob Alkon, who has been at the helm since the firm’s inception, Kathy is a natural for the position. A strategic thinker and a pragmatist, she also has a great sense of humor. With over 20 years of dedicated service to the firm, Kathy heads up our small business taxation and consulting division. In this capacity she champions a team approach to client service which she believes provides the exceptional hands-on, personal service our clients have come to appreciate and expect.

In her down time, Kathy enjoys vacationing with her husband and two children on Cape Cod and taking an active role in her children’s school fundraising activities.

Memberships & Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)

Education

  • BA, Accounting, Emmanuel College


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An important component of our service to individuals is financial planning.

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Resources

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Phone: (617) 969-6630 | Email: info@alkon-levine.com
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