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 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 Manager, 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… 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

As an Audit Manager, most of Nicholas’s audit experience is with non-profit and governmental organizations. Assisting clients transition through multiple Accounting Standard Updates (ASUs) and helping explain the reasoning behind it is where he helps clients the most. Nicholas is often complimented on his thorough communication skills and sense of curiosity. Prior to joining LevitZacks,… Read More

As Tax Supervisor, Alexander resolves journal entry problems and tax issues that arise from regulatory agencies. He is known for being a quick learner and extremely efficient in preparing and reviewing complex tax returns. Alexander began taking night classes working toward his Master’s in Accountancy at San Diego University while managing the catering department of… Read More

As a Senior Tax Associate, Alexandra helps clients with preparing and adjusting journal entries regarding assets, liabilities, equities, and income statement account items to ensure their financials are ready for tax preparation. Known for her detailed work and communicating thoroughly with clients, Alexandra can tackle many projects at once without breaking a sweat. Alexandra’s previous… Read More

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