Anh Baldassarre

As Tax Manager, Anh has more than 10 years of experience in the tax field, previously working at a real estate firm and two national tax firms. She works with real estate partnerships, multi-state returns, consolidated returns and high net worth individuals. Anh graduated from San Diego State University with a Bachelor’s in Accountancy, and… Read More

Mary Bren C. Borja

A 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 complexities… Read More

Monique Bourgeois Arias

As Tax Manager, 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 organizes the firm’s annual… Read More

Jamie Devera

As a Staff Accountant, Jamie has more than six years of experience as a Tax Associate and CPA, providing tax preparation and accounting services to businesses. She helps clients with accounting or tax issues and takes time to clarify what’s needed whenever there are any questions. Jamie is known for her efficiency, organization, ability to… Read More

Mariette Freitas

As Senior Accountant, Mariette holds a Professional Certificate in Accounting from San Diego State University and is also a Certified QuickBooks ProAdvisor. An adept problem solver, she consistently helps clients with QuickBooks’ issues, including support and training, as well as bookkeeping services. Mariette’s education in business administration prepared her to plan and organize her work… Read More

Robert Gustafson

As Tax Senior, a majority of Bob’s tax preparation work is in rental real estate. With a 40-year background in both audit and tax, Bob enjoys his work fixing accounting records. Bob is an active participant in LevitZacks Loves San Diego programs, enjoys hiking with his wife Cheri and going out to restaurants for date… Read More

Christine Kurian

Christine began working in tax law in March 2021. Previously, she studied to become a licensed attorney and obtain the tax knowledge required for her career.  Christine externed with the Internal Revenue Service Chief Counsel’s Office in Houston, Texas, and was involved in South Texas College of Law’s tax clinic where she assisted low-income taxpayers… Read More

Joseph Messer

As 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 plan… Read More

Liz Miller

As Tax Manager, Liz works on pass through entities and high net worth individuals in regard to their accounting and other compliance issues. Liz has been in the public accounting industry for more than 20 years and has a strong accounting/bookkeeping background. She has a Bachelor of Science in Accounting from the University of Phoenix…. Read More

Mark C. Morris

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