The Advisors San Diego Relies On

At LevitZacks, we’re changing what people expect from a firm.

It begins with unmatched insight. Our team of seasoned professionals has the technical knowledge, business acumen, and deep experience one might expect from a national or Big 4 firm.

Our clients enjoy an exceptional level of continuity in service and customer satisfaction. According to national and local studies:

• Our client retention rate is nearly 50% higher than the national average
• Our shareholders are involved in their clients’ engagements. In fact, they are involved at a rate more than 25% higher than the national average
• We have the highest ratio of CPAs to professional staff among the top 25 firms in the county

We’re proud that, among firms in San Diego, LevitZacks has been voted one of the Best Places to Work by the San Diego Business Journal, and also one of the Nation’s Best Accounting Firms to Work For by Accounting Today — not just once, but for twelve years for each award.  In fact, we have been ranked #1 for 2021, 2020 and 2019 by Accounting Today, the only firm to ever receive this honor three years in a row.

In short, we have structured our firm to deliver not only the practical, smart solutions clients need to support day-to-day financial operations, but also the creative thinking, dedication and acumen it takes to make the most of high-stakes business opportunities.

But that’s enough about us — we’re eager to learn about you. To start the discussion, please contact us.