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Briana Dunfee serves as Tax Supervisor at LevitZacks, bringing over 16 years of experience in the accounting profession. Her expertise spans a broad range of tax and accounting matters, and she is recognized for her meticulous attention to detail and commitment to delivering high-quality service. Briana holds a Bachelor of Science in Accounting, which provided… Read More

Yi Zhu is a Tax Manager at LevitZacks, bringing over a decade of experience in public accounting to the firm. She began her career in 2013 at Albin, Randall & Bennett, a prominent CPA firm in Maine. After relocating to San Diego in 2015, Yi joined Lipsey, Youngren, Means, Ogren & Sandberg, LLP, where she… Read More

As a Senior Tax Associate, Binh’s responsibilities include preparing and reviewing business, personal, and trust tax returns, as well as analyzing financial records for clarity and accuracy. Binh started her accounting career in 2021 right out of college at a mid-size accounting firm in Minnesota. While working there Binh gained experience in business tax, personal… Read More

As Senior Tax Associate, Rudy is responsible for preparing and reviewing individual, business, trust, and gift tax returns. Rudy enjoys collaborating with the other tax team members on tax planning projects for our clients. Rudy has been working in the tax and accounting field since 2021. He started as a Staff Tax Accountant and was… Read More

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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 Manager, 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… Read More

As Tax Supervisor, 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 department of… 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