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 Director of Operations, Lelah assists all of LevitZacks’ clients as the primary “voice and face” of the firm. With a background in accounting and tax, Lelah is often able to answer client questions directly, and is known for her dependability, thoroughness and attention to detail, as well as the outstanding customer service she provides… 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 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 and tax law… 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

As Senior Tax Manager, Joe holds a Business Degree from Chico State with an accounting specialization and a  Master’s in Taxation from CSU, Northridge. He specializes in compliance and tax planning for pass-through entities and multi-state transactions in the manufacturing and real estate industries.  Joe enjoys the technical aspects of taxation and works proactively to… Read More

As Audit Shareholder, Kim has 40 years of experience in the field, specializing in auditing, business valuation, expert witness and forensic accounting. He is an experienced business appraiser and holds the Accredited Business Valuation designation from the AICPA. Kim works mostly with financial reporting technical issues and business valuation questions. He serves on the Audit… Read More

As a Senior Audit Manager, Josh never shies away from an opportunity to provide clients with advice, guidance or the research needed to assist in alleviating whatever issue they’re facing.  He received a Bachelor of Science in Management Science from UC San Diego and a Master of Science in Accountancy from San Diego State University…. Read More