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

Lauren Rushford

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

Allison Taeger

In her role as a Tax Supervisor, Allison’s attention to detail stands out in the work she does for clients. Before joining LevitZacks, Allison worked as an Accounting Assistant/Legal Secretary at a law firm.  She started at LevitZacks as an Administrative Assistant and worked her way up to a supervisor, after receiving her degree in… Read More

Cynthia Torres

As Tax Supervisor, Cynthia is a member of our international tax team with a heavy focus on international tax compliance and consulting.  In addition, Cynthia helps clients resolve issues with the IRS, provides guidance on the importance of good bookkeeping, and assists with questions regarding tax compliance.  Previously a loan officer, she gained valuable experience… Read More

Lisa Williams

As a Tax Supervisor, Lisa primarily works with larger closely held businesses and high net worth individuals, assisting them with tax compliance and planning. She focuses in areas of real estate, manufacturing, and multistate taxation. Lisa has been in public accounting since 2014. She has a Bachelor of Science in Psychology from the University of Oregon… Read More

Emily C. Yamate

As a Senior Tax Associate, Emily has a degree in Business Administration with a concentration in Accounting from Cal State Fullerton. Currently a CPA candidate, Emily assists managers and shareholders in getting returns out to clients quickly and efficiently. Emily volunteers her time doing beach cleanups and animal rescue, plus loves reading, watching movies, and… Read More