As a Senior Associate, Christina assists clients with software integration into QBO; sets up new accounting books and customized charts of accounts; resolves payroll-related issues and liabilities; responds to notices; maintains client’s accounting books on a monthly, quarterly, or annual basis; and addresses various finance-related requests. Christina has more than eight years of experience as… Read More

As an Audit Associate, Ronnie has several years of experience in audit, complemented by extensive internships in both the audit and tax fields. He prepares and verifies the financial information of companies among other responsibilities. Ronnie earned his Bachelor of Science in Accounting and Master of Business Administration from the State University of New York… Read More

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

Keisha has more than 15 years of public tax accounting experience. Previously a Senior Tax Manager at Armanino, she also worked as a Managing Associate at Philadelphia-based tax firm Drucker & Scacetti, P.C.  In addition, she was a supervisor at CPA firm Wheeler Wolfended and Dwares in Wilmington, DE, as well as an Associate at… Read More

As Administrative Associate, Alexa has a seasoned career in the Real Estate/Escrow industry spanning over 12 years.  Alexa brings a wealth of experience and expertise to her role and is also a Notary Public. Alexa focuses on exceptional attention to detail and a proactive willingness to assist wherever needed. Alexa’s education and personal experiences have… Read More

As a Senior Audit Associate, Malcolm has a passion for problem-solving and client satisfaction. Malcolm’s journey in the field of auditing spans 6 years, during which he transitioned from the retail auto parts industry to pursue his true passion in accounting. Malcolm consistently proves his dedication to clients by helping them better organize their audit… Read More

As Senior Tax Manager, Ann ensures compliance with all applicable local, state, and federal tax obligations for individuals and partnerships, specifically family limited partnerships. In addition, she develops internal policies relating to taxation and implements these policies into existing accounting practices. Ann has worked in public accounting since 1990. Working in the tax department most of her career focusing on high-net-worth individuals and… 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 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