As a CAS Supervisor, Jamie has more than seven years of experience as a Tax Associate and CPA, providing tax preparation and accounting services to businesses. She helps clients with accounting or tax issues and takes time to clarify what’s needed whenever there are any questions. Jamie is known for her efficiency, organization, ability to… Read More
As Tax Manager, Cynthia is a member of our international tax team with a heavy focus on international tax compliance and consulting. In addition, Cynthia helps clients resolve issues with the IRS, provides guidance on the importance of good bookkeeping, and assists with questions regarding tax compliance. Previously a loan officer, she gained valuable experience… Read More
Allison’s curiosity and passion for understanding every facet of a project define her approach as a Tax Manager. Since joining LevitZacks in 2011 as a Tax Administrative Assistant, she has steadily advanced. Allison earned her Bachelor of Science in Accounting degree from San Diego State University and has progressed through staff and supervisory roles to… Read More
As CEO and Partner, not only does Victor Ramsauer lead the firm he advises the firm’s clients on the sale, acquisition and divestiture of businesses with values exceeding $175 million. In addition, he provides senior leadership regarding deal structuring and negotiation, financial reporting research, and the design and performance of due diligence procedures. With extensive… Read More
As Director of Operations, Lelah assists all of LevitZacks’ clients as the primary “voice and face” of the firm. With a background in accounting and tax, Lelah is often able to answer client questions directly, and is known for her dependability, thoroughness and attention to detail, as well as the outstanding customer service she provides… Read More
Marcela joined LevitZacks in 2016 as an Executive Assistant. She has a Bachelor of Science in Business Administration from UC Riverside with course work in accounting and taxation classes. She is always willing to assist the team at every level with a positive attitude. Marcela excels in project management and oversees the Accounts Receivable and… Read More
As Executive Assistant, Melody has been with LevitZacks since 2016. She has more than 20 years of experience. Melody is lead for the LevitZacks community outreach committee, Levitzacks Loves San Diego, where team members sort food at the San Diego Food Bank, collect warm clothes for the Alpha Project, participate in the Salvation Army Kroc… Read More
As Tax Partner, Bruce primarily assists larger, closely held businesses and their shareholders with planning, structuring and tax compliance matters. He serves industries such as wholesale/retail, manufacturing, hospitality, biotech, technology and real estate. Bruce also has a substantial knowledge base advising U.S. residents of filing obligations with complex domestic or foreign tax matters. Bruce often… Read More
As President & Partner at LevitZacks, Jared works with closely held businesses and high-net-worth individuals on complex tax planning and accounting matters. With a dual background in law and accounting, Jared brings a strategic, solutions-focused approach to minimizing tax liabilities while meeting complex compliance requirements. He leverages his knowledge of financial reporting and tax law… Read More
As an Audit Supervisor, Thien is known for his efficiency and diligence in all client assignments he’s engaged in. Thien has been a part of the LevitZacks team since 2017. Thien has a Master of Science in Accounting from San Diego State University and hold designations as a Certified Public Accountant and Certified Fraud Examiner…. Read More