Daniel I. Lavis

As Tax Shareholder, Dan’s areas of proficiency include entity selection, acquisitions and dispositions of businesses, tax deferred exchanges, and tax accounting issues involving depreciation, utilization of the cash method, inventory, installment sales, and long-term contracts. His career experience spans government contractors, construction contractors, manufacturers, real estate, S corporations, acquisitions and dispositions, partnerships, multistate taxation and… Read More

Thomas Rex

As Principal, Tom has 40+ years in the accounting industry.  He identifies, analyzes and resolves complex accounting and reporting issues with his strong analytical and problem-solving skills.  Tom holds a Bachelor of Arts in Business Administration with an emphasis on Accounting from Washington State University.  He serves on the Audit Committee of the Jewish Community… Read More

Kim Ufford

As Audit Shareholder, Kim has 40 years of experience in the field, specializing in auditing, business valuation, expert witness and forensic accounting. He is an experienced business appraiser and holds the Accredited Business Valuation designation from the AICPA. Kim works mostly with financial reporting technical issues and business valuation questions. He serves on the Audit… Read More

Mary Bren C. Borja

A Senior Tax Manager, Bren received a Bachelor of Science in Accountancy from the Colegio de San Juan de Letran in the Philippines, and her Master of Science in Taxation from DePaul University, Chicago. She enjoys working on business entities both in the service/product industries, including manufacturers, contractors and nonprofits. Bren likes the challenges and… Read More

Monique Bourgeois Arias

As Tax Manager and Assistant Tax Director, Monique offers tax compliance and accounting services to the Trusts and Estates’ practice. She excels at attention to detail, quickly responds to client requests and keeps them on track with budgets. She enjoys giving back by serving on the LevitZacks’ community outreach committee, LevitZacks Loves San Diego, which… Read More

Joseph Messer

As Senior Tax Manager, Joe holds a Business Degree from Chico State with an accounting specialization and a  Master’s in Taxation from CSU, Northridge. He specializes in compliance and tax planning for pass-through entities and multi-state transactions in the manufacturing and real estate industries.  Joe enjoys the technical aspects of taxation and works proactively to… Read More

Keisha Price

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

Josh van de Vrugt

As a Senior Audit Manager, Josh never shies away from an opportunity to provide clients with advice, guidance or the research needed to assist in alleviating whatever issue they’re facing.  He received a Bachelor of Science in Management Science from UC San Diego and a Master of Science in Accountancy from San Diego State University…. Read More

Ann R. Zapach

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