As Chief Growth Officer, James Schappler is responsible for driving the firm’s growth strategy, overseeing operational functions, and scaling the team to support LevitZacks’ expansion and profitability. With a decade of experience in fast-paced, high-growth environments, James brings a wealth of expertise in strategic operations, team building, and optimizing business functions for scalable success. His… Read More

As a Senior Tax Manager, Rosa has extensive experience leading client engagements across various industries, including real estate, law firms, agriculture, distribution, and consumer goods. She works closely with high-net-worth individuals, flow-through entities, and closely held corporations, helping them make well-informed, strategic decisions regarding tax planning and compliance. Rosa is committed to providing proactive, responsive… Read More

Keisha has more than 15 years of public tax accounting experience. Previously a Senior Tax Manager at Armanino, she also worked as a Managing Associate at Philadelphia-based tax firm Drucker & Scacetti, P.C.  In addition, she was a supervisor at CPA firm Wheeler Wolfended and Dwares in Wilmington, DE, as well as an Associate at… Read More

As Senior Tax Manager, Ann ensures compliance with all applicable local, state, and federal tax obligations for individuals and partnerships, specifically family limited partnerships. In addition, she develops internal policies relating to taxation and implements these policies into existing accounting practices. Ann has worked in public accounting since 1990. Working in the tax department most of her career focusing on high-net-worth individuals and… Read More

As Tax Partner, Anju works on international tax planning and compliance for individuals, corporations, partnerships, foreign trusts, or U.S. trusts with foreign beneficiaries.  With more than 25 years of private and public accounting experience, Anju has an MBA with a concentration in Accounting and a Master of Science in Taxation from Golden Gate University.  Anju… Read More

As CEO and Partner, not only does Victor Ramsauer lead the firm he advises the firm’s clients on the sale, acquisition and divestiture of businesses with values exceeding $175 million. In addition, he provides senior leadership regarding deal structuring and negotiation, financial reporting research, and the design and performance of due diligence procedures. With extensive… Read More

As Tax Partner, Bruce primarily assists larger, closely held businesses and their shareholders with planning, structuring and tax compliance matters.  He serves industries such as wholesale/retail, manufacturing, hospitality, biotech, technology and real estate.  Bruce also has a substantial knowledge base advising U.S. residents of filing obligations with complex domestic or foreign tax matters. Bruce often… Read More

As President, Partner, and Director of Tax at LevitZacks, Jared works with closely held businesses and high-net-worth individuals on complex tax planning and accounting matters. With a dual background in law and accounting, Jared brings a strategic, solutions-focused approach to minimizing tax liabilities while meeting complex compliance requirements. He leverages his knowledge of financial reporting… Read More

As Chief Operating Officer and Partner, Sue oversees the administration, marketing, financial and risk management, technology, human resources, strategic planning and operations of the firm.  Throughout her career, Sue has participated in more than 30 merger and acquisition transactions, which provided her with the experience of working with all phases of an entity’s lifecycle, from… Read More

As Partner and Director of Audit, Nick holds a Bachelor of Arts in History from University of California, Santa Cruz and a Certificate of Accountancy from San Diego State University College of Extended Studies. He uses his writing and research skills for proposals, technical memoranda, marketing materials and drafting financial statement disclosures. Nick is an… Read More