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 Audit Manager, Silvia performs audits, reviews, compilations, 401(k) (ERISA) audits, program award and overhead rate audits, as well as trust and fiduciary accounting. She guides her clients with making their audit schedules more efficient and solves whatever other accounting issues that may come up during an audit. Silvia has a Bachelor of Science in… Read More

As a Senior Audit Associate, 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… Read More

As Senior Audit Associate, 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

As Audit Manager, Stephanie organizes and manages various attest engagements, in addition to making recommendations on policies, ensuring LevitZacks helps its clients fulfill obligations of compliance. Known for her reliability and dedication, she greatly enjoys training the staff at LevitZacks. Stephanie earned a Bachelor of Science in Business Administration, with a major in Accounting, from… 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

Hannah has been working in public accounting for two years; her other positions include being a stay-at-home mom, and an executive assistant for a small e-factory company.  As an Audit Associate, Hannah is always open to new learning experiences in the workplace, and helps clients in any way they need, whether it involves conducting research… Read More

As Senior Audit Associate, Mark executes all phases of the audit process including planning, substantive testing, financial analysis, audit compliance and financial disclosures. In addition, he presents audit findings to management and prepares financial statements. Mark previously worked in auditing and accounting at a large firm in Denver. His education in business administration and accounting information… Read More

As an Audit Associate, Keolani drafts financial statements, prepares budgets, conducts financial audits, and verifies the financial information of organizations. She is in compliance with the generally accepted accounting principles and government auditing standards in performing financial statement audits. Keolani consistently improves internal controls and advises clients on any control issues.  She is known for… Read More

As an 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. Josh’s… Read More