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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
Jeanette serves as a Senior Tax Manager at LevitZacks, where she specializes in tax compliance and planning for pass-through entities in the real estate sector, as well as high net worth individuals. Since beginning her career in public accounting in 2004, Jeanette has been dedicated to helping clients navigate complex accounting and tax matters, providing… 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