Rosa Valdez, CPA

As a Tax Senior 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 service and takes the time to understand her clients’ unique needs—both now and in the future.

Originally from California’s Central Valley, Rosa earned a Bachelor of Science degree in Business Administration with a concentration in Accounting from California State University, Fresno. She has been a licensed CPA in North County San Diego for the past two decades. In 2024, she joined the LevitZacks team as a Senior Manager, bringing a wealth of experience from her previous role at a national firm.