As Senior Audit Associate, Kendra is responsible for performing audits, reviews and compilations of privately held companies and 401(k) retirement plans. She works with companies in various industries, such as real estate, government contracting, service-based and retail and enjoys identifying areas where they can improve effectiveness in internal controls. A San Diego native, Kendra has… Read More

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

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

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

As a Senior Tax Associate, Emily has a degree in Business Administration with a concentration in Accounting from Cal State Fullerton. Currently a CPA candidate, Emily assists managers and shareholders in getting returns out to clients quickly and efficiently. Emily volunteers her time doing beach cleanups and animal rescue, plus loves reading, watching movies, and… Read More

As Audit Partner, Steve also has a specialty in Forensic Accounting.  He enjoys the opportunity to consult with clients to solve some of their more complicated issues, including the extensive changes and complexities in the world of Generally Accepted Accounting Principles.  Steve recently partnered with two other LevitZacks’ team members to form the firm’s first… Read More

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

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

As Senior Tax Counsel, Mark is a thought leader in the niche areas of estate planning, including GRATs, CLATs, IDGTs and INGs.  Mark is the inventor of a unique estate planning tool called the DIGT (directed intentional grantor trust). He brings income tax and estate tax minimization solutions to high net worth clientele, using sophisticated… Read More

As Partner and Senior Vice President, Cristanne has more than 35 years of experience in all aspects of tax and accounting.  Cristanne works on trust, estate and gifts, flow through entities, real estate, law and medical practices and retail businesses. She is constantly looking for ways to reduce clients’ tax liability through proper planning, assisting… Read More