Victor G. Ramsauer

As CEO, President and Shareholder, not only does Victor Ramsauer lead the firm he advises the firm’s clients on the sale, acquisition and divestiture of businesses with values exceeding $175 million. In addition, he provides senior leadership regarding deal structuring and negotiation, financial reporting research, and the design and performance of due diligence procedures. With… Read More

Sue Watson

As Chief Operating Officer and Executive Vice President, Sue oversees the administration, marketing, financial and risk management, technology, human resources, strategic planning and operations of the firm.  Throughout her career, Sue has participated in more than 30 merger and acquisition transactions, which provided her with the experience of working with all phases of an entity’s… Read More

Cristanne M. Leitner

As Shareholder and Senior Vice President, Cristanne has more than 35 years of experience in all aspects of tax and accounting.  Cristanne works on trust, estate and gifts, flow through entities, real estate, law and medical practices and retail businesses. She is constantly looking for ways to reduce clients’ tax liability through proper planning, assisting… Read More

Anju Agrawal

As Tax Shareholder, Anju works on international tax planning and compliance for individuals, corporations, partnerships, foreign trusts, or U.S. trusts with foreign beneficiaries.  With more than 25 years of private and public accounting experience, Anju has an MBA with a concentration in Accounting and a Master of Science in Taxation from Golden Gate University.  Anju… Read More

Bryan Carpenter

As Audit Shareholder, Bryan works primarily with government contracting/DOD, manufacturing, including the craft beer industry, as well as employee benefit plans.  He identifies opportunities to improve internal controls and accounting processes.  Bryan also identifies clients’ specific needs and helps them make connections with people who can address those needs. Bryan graduated Magna Cum Laude from… Read More

Michael C. Friedman

As Tax Department Shareholder, Mike primarily works on tax planning for pass-through entities, closely held corporations and groups of entities with a common set of owners. His skills encompass merger and acquisition consulting, income tax planning, estate/trust/gift tax planning along with tax compliance.  Mike helps clients with proactive planning that matches tax considerations with their… Read More

Nick Palmer

As Shareholder and Director of Audit, Nick holds a Bachelor of Arts in History from University of California, Santa Cruz and a Certificate of Accountancy from San Diego State University College of Extended Studies. He uses his writing and research skills for proposals, technical memoranda, marketing materials and drafting financial statement disclosures. Nick is an… Read More

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