LevitZacks CPAs, LLP

Employee Benefit Plan Auditor

San Diego, CA

About LevitZacks CPAs, LLP

<p>Founded in 1964, LevitZacks CPAs, LLP is an accounting firm in downtown San Diego, serving businesses across the San Diego metro area from its office at 450 B Street, STE 500, San Diego, CA 92101.</p> <p>The firm provides Audit &amp; Assurance Services, Tax Planning, Consulting &amp; Compliance, and Business Advisory work. As an auditor, LevitZacks supports organizations that need reliable financial reporting and audit assistance as part of their broader finance and compliance needs, alongside other <a href="/retirement-plans">retirement plan providers</a>.</p> <p>LevitZacks has earned multiple best-place-to-work awards and promotes its tagline, “The Advisors San Diego Relies On.” A practical differentiator is its high ratio of CPAs to professional staff among the top 25 firms in the county, which helps keep experienced shareholders involved on client engagements.</p> <p>For more information, visit <a href="https://levitzacks.com/">https://levitzacks.com/</a> or contact Bryan Carpenter at 619-238-1077.</p> <ul> <li>Founded: 1964</li> <li>Location: San Diego, California (downtown)</li> <li>Services: Audit &amp; Assurance Services</li> <li>Services: Tax Planning, Consulting &amp; Compliance</li> <li>Services: Business Advisory</li> </ul>

Website: https://levitzacks.com/

Founded: 1964

Office Locations

  • San Diego, CA

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 10
  • Total AUM Audited: $234.3M
  • 401(k): 10 plans, $234.3M AUM

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