As an Audit Associate, Anna brings almost two years of experience in the field, including time as an Audit Staff member at EY. With a strong foundation in technical accounting skills, Anna is adept at understanding complex financial matters. Anna earned a B.A. in Accounting and a Master of Professional Accounting from Western Washington University…. Read More

In his role at LevitZacks, James is responsible for helping drive the successful organic and inorganic growth of the firm. He serves on the Executive Leadership Team, overseeing operational functions such as marketing strategy, sales enablement, new firm integration, and the overall LevitZacks’ P&L. James is known for strong leadership, transparent people management style, and… Read More

As a Senior Tax Manager, Rosa has extensive experience leading client engagements across various industries, including real estate, law firms, agriculture, distribution, and consumer goods. She works closely with high-net-worth individuals, flow-through entities, and closely held corporations, helping them make well-informed, strategic decisions regarding tax planning and compliance. Rosa is committed to providing proactive, responsive… Read More

Natalie has been working in the billing sphere since 2017 and joined LevitZacks in 2024. Prior to this role, Natalie served as an Operations & Billing Assistant with a law firm in northern California. With a background in Art History, Natalie earned a B.A. from Saint Mary’s College of California and an M.A. from UC… Read More

As a Senior Audit Manager, David has nearly a decade of dedicated service in public accounting. Having honed his skills over nine years at a CPA firm in Albany, NY, where he most recently served as a supervisor, overseeing both audit and tax engagements. David’s journey began as an intern and progressed through roles as… Read More

As an Audit Manager, Carlos has over seven years of experience in the public accounting sector, advancing from a staff position to currently serving as a manager. Prior to specializing in public accounting, Carlos spent a year and a half immersed in forensic accounting at a private company, where his roles ranged from intern to… Read More

As an Administrative Assistant, Angie brings enthusiasm and dedication to her role in the administrative field. She is committed to contributing meaningfully within the profession. In her current position, she plays an integral part in supporting the LevitZacks administrative team. Angie supports both the audit and tax departments and is a vital member of the… Read More

Coming soon

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