About Our Firm
Potts & Levering P.C., (a Nebraska professional corporation), offers a full range of tax, consulting, and accounting services. Tax services include tax planning and tax preparation for individuals, partnerships, and corporations. Accounting services include farm and business bookkeeping, general ledger and financial statement preparation, sales tax reporting, and quarterly/annual payroll reporting. Our clients are furnished with information that addresses a variety of pertinent topics. This includes changes in tax laws and regulations and tips to help make your financial transactions less complicated.
Potts & Levering P.C. is an authorized e-file provider. E-filing our client's tax returns provides faster refunds with direct deposit, fewer errors, rapid confirmation of receipt, and the option of file now/pay later
Roger J. Levering, CPA
Roger Levering is the President of the firm. He graduated from the University of South Dakota in 1973. He began working for the firm in 1975 and is a member of the Nebraska Society of Certified Public Accountants.
Jack A. Potts, CPA
Jack Potts started the firm in 1972 and retired from active participation in 2009.
Julie Smith, Accounting and Tax Assistant
Julie Smith has been with the firm since December 1999. Julie is responsible for assisting with tax return preparation and review; computer processing activities including: client accounting, payroll, sales tax, tax payments, and other general accounting services. She has experience with EasyAcct, Quickbooks and Quicken accounting software.
Amy Curtis, Accounting Assistant
Amy Curtis has been with the firm since January 2016. Amy is responsible for computer processing activities including: client accounting, payroll, sales tax, income tax return processing, e-filing of tax returns and tax payments, and other general accounting services. She has experience with EasyAcct and Quickbooks accounting software.
Lisa Olson, Secretary/Receptionist
Lisa Olson began her employment with the firm in 2017. Lisa is responsible for receiving and directing the firm's telephone calls and scheduling appointments. Lisa also assembles the income tax returns, assists with payroll and other general accounting services.