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Brittany’s experience as a Tax Manager, Tax Supervisor, Tax Senior Associate and Tax Associate at Harding, Shymanski & Company, P.S.C. in Evansville, IN, prepared her for her role as Tax Manager at LevitZacks. Brittany says her real learning began when she started as an intern. Being able to relate material to a client she’s involved… Read More

As Senior Tax Associate, Jordan works on tax compliance, tax filings, correspondence with the IRS, and tax research and planning. She helps with processing tax requirements and analyzing documents for accurate completion of tax filings, including the analysis of financial records and account statements. Jordan has worked in public accounting in the tax field since… Read More

As Tax Supervisor, Thanh handles general accounting and financial reporting questions, tax filing compliance and calculations. He supervises the examination and analysis of accounting records to determine the financial status of organizations and prepares federal, state, or local tax returns of individuals and business establishments. Thanh has been working in the tax field since 2012 and is known for consistently meeting deadlines…. Read More

As a Tax Manager, Dylan prepares and files complex tax returns on behalf of clients, assists with federal and state audits, and responds to inquiries from regulatory agencies. Dylan works with closely held businesses and high-net-worth individuals. Specifically, he assists with their tax, business planning, and accounting needs. Dylan is frequently assisting in year-end tax… Read More

As a Senior Tax Associate, Alexander resolves journal entry problems and tax issues that arise from regulatory agencies. He is known for being a quick learner and extremely efficient in preparing and reviewing complex tax returns. Alexander began taking night classes working toward his Master’s in Accountancy at San Diego University while managing the catering… Read More

As a Senior Tax Associate, Alexandra helps clients with preparing and adjusting journal entries regarding assets, liabilities, equities, and income statement account items to ensure their financials are ready for tax preparation. Known for her detailed work and communicating thoroughly with clients, Alexandra can tackle many projects at once without breaking a sweat. Alexandra’s previous… Read More

With 14 years of experience in the public accounting field, Yun’s career includes various positions as a staff accountant, senior tax accountant and tax supervisor at national CPA firms in San Francisco. As a Tax Supervisor at LevitZacks, Yun is known for her diligence with identifying issues and providing solutions for her clients. Yun earned… Read More

With four years of experience as a Tax Associate and Tax Intern, Lauren excels at establishing workload priorities and completing work accurately in a timely manner. She clearly communicates the status of clients’ tax returns and answer any questions that may arise while working with her clients. Lauren earned her Bachelor of Business Administration in… Read More

As Tax Manager, Cynthia is a member of our international tax team with a heavy focus on international tax compliance and consulting.  In addition, Cynthia helps clients resolve issues with the IRS, provides guidance on the importance of good bookkeeping, and assists with questions regarding tax compliance.  Previously a loan officer, she gained valuable experience… Read More