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 Manager 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

Allison’s curiosity and passion for understanding every facet of a project define her approach as a Tax Manager. Since joining LevitZacks in 2011 as a Tax Administrative Assistant, she has steadily advanced. Allison earned her Bachelor of Science in Accounting degree from San Diego State University and has progressed through staff and supervisory roles to… Read More

Mark is a thought leader in the niche areas of estate planning, including GRATs, CLATs, IDGTs and INGs.  Mark is the inventor of a unique estate planning tool called the DIGT (directed intentional grantor trust). He brings income tax and estate tax minimization solutions to high net worth clientele, using sophisticated techniques which enable the… Read More