Steve Root

As Audit Shareholder, 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

Bruce A. Strumlauf

As Shareholder, 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 finds… Read More

Jared P. Werner

As Shareholder and Director of Tax, Jared works with closely held businesses and high net worth individuals with their tax, business planning and accounting needs. Jared has a Bachelor of Science in Business Administration from USC and a J.D. and LL.M. (Master of Law – Taxation) from the University of San Diego School of Law. … Read More

Joseph Messer

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

Liz Miller

As Senior Tax Manager, Liz specializes in tax compliance and planning for large corporations, entities with multi-state filings, pass-through entities and high net worth individuals. She is also an integral part of mentoring tax staff. Liz pioneered the LevitZacks Loves San Diego community outreach program, which organizes the firm’s annual adopt-a-family drive and coordinates volunteer… Read More