As Tax Manager and Assistant Tax Director, 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… Read More

As a Senior Tax Associate, Alexandra helps clients with preparing and adjusting journal entries regarding assets, liabilities, equities, and income statement account items to ensure their financials are ready for tax preparation. Known for her detailed work and communicating thoroughly with clients, Alexandra can tackle many projects at once without breaking a sweat. Alexandra’s previous… Read More

As a Tax Supervisor, Dylan prepares and files complex tax returns on behalf of clients, assists with federal and state audits, and responds to inquiries from regulatory agencies. Dylan works with closely held businesses and high-net-worth individuals. Specifically, he assists with their tax, business planning, and accounting needs. Dylan is frequently assisting in year-end tax… Read More

As Tax Manager, Greg works with closely held businesses and high net worth individuals with their tax, business planning and accounting needs. His specialties are in the real estate industry and partnership structures. Greg has a Bachelor of Science in Accounting and a Master of Science in Taxation from San Diego State University. With a… Read More

Christine, Tax Counsel, 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… Read More

With 14 years of experience in the public accounting field, Yun’s career includes various positions as a staff accountant, senior tax accountant and tax supervisor at national CPA firms in San Francisco. As a Tax Supervisor at LevitZacks, Yun is known for her diligence with identifying issues and providing solutions for her clients. Yun earned… Read More

As a Senior Tax Associate, Alexander resolves journal entry problems and tax issues that arise from regulatory agencies. He is known for being a quick learner and extremely efficient in preparing and reviewing complex tax returns. Alexander began taking night classes working toward his Master’s in Accountancy at San Diego University while managing the catering… Read More

As a Senior Tax Associate, Marina assists with tax compliance for private clients and their privately held businesses, while working closely with attorneys on tax planning and compliance related to domestic and foreign tax matters, gift tax planning, as well as estate and inheritance tax planning. Marina is known for her client centered approach, resourcefulness,… Read More

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

With four years of experience as a Tax Associate and Tax Intern, Lauren excels at establishing workload priorities and completing work accurately in a timely manner. She clearly communicates the status of clients’ tax returns and answer any questions that may arise while working with her clients. Lauren earned her Bachelor of Business Administration in… Read More