As Tax Supervisor, Thanh handles general accounting and financial reporting questions, tax filing compliance and calculations. He supervises the examination and analysis of accounting records to determine the financial status of organizations and prepares federal, state, or local tax returns of individuals and business establishments. Thanh has been working in the tax field since 2012 and is known for consistently meeting deadlines…. Read More

Hannah has been working in public accounting for two years; her other positions include being a stay-at-home mom, and an executive assistant for a small e-factory company.  As a Senior Audit Associate, Hannah is always open to new learning experiences in the workplace, and helps clients in any way they need, whether it involves conducting… Read More

As a Senior Audit Associate, Malcolm has a passion for problem-solving and client satisfaction. Malcolm’s journey in the field of auditing spans 6 years, during which he transitioned from the retail auto parts industry to pursue his true passion in accounting. Malcolm consistently proves his dedication to clients by helping them better organize their audit… Read More

As Tax Manager, 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

Marcela joined LevitZacks in 2016 as an Executive Assistant.  She has a Bachelor of Science in Business Administration from UC Riverside with course work in accounting and taxation classes. She is always willing to assist the team at every level with a positive attitude.  Marcela excels in project management and oversees the Accounts Receivable and… Read More

As an Audit Associate, Keolani drafts financial statements, prepares budgets, conducts financial audits, and verifies the financial information of organizations. She is in compliance with the generally accepted accounting principles and government auditing standards in performing financial statement audits. Keolani consistently improves internal controls and advises clients on any control issues.  She is known for… Read More

As Office Administrator, Lelah assists all of LevitZacks’ clients as the primary “voice and face” of the firm. With a background in accounting and tax, Lelah is often able to answer client questions directly, and is known for her dependability, thoroughness and attention to detail, as well as the outstanding customer service she provides clients… Read More

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