Insights

Strong Industry Experience LevitZacks has a long-standing presence in the accounting sector since 1964, with extensive experience across diverse industries including defense, biotech, energy, and retail, positioning it as a versatile service provider capable of handling complex client needs.

Client-Centric Approach The firm emphasizes personalized services with high partner involvement and team continuity, offering tailored solutions that can be attractive to mid-sized companies seeking dedicated financial advisory and compliance support.

Proactive Regulatory Compliance LevitZacks actively anticipates changing regulatory requirements and industry standards through regular client engagement, presenting opportunities to offer ongoing compliance, tax planning, and strategic advisory services.

Technology Utilization Utilizing a modern tech stack including open graph, SendGrid, Yoast SEO, and Google Tag Manager, LevitZacks demonstrates a commitment to leveraging digital tools, which could be appealing to tech-forward clients seeking innovative accounting solutions.

Growth and Expansion With recent leadership milestones such as adding a new shareholder, Jared P. Werner, the firm appears poised for growth, creating opportunities to offer consulting around business expansion, succession planning, and strategic growth initiatives.

LevitZacks Tech Stack

LevitZacks uses 8 technology products and services including Open Graph, SendGrid, Font Awesome, and more. Explore LevitZacks's tech stack below.

  • Open Graph
    Content Management System
  • SendGrid
    Email Delivery
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • WP Engine
    Platform As A Service
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • Apache
    Web Servers

LevitZacks's Email Address Formats

LevitZacks uses at least 2 format(s):
LevitZacks Email FormatsExamplePercentage
FLast@lz-cpa.comJDoe@lz-cpa.com
96%
FL@lz-cpa.comJD@lz-cpa.com
4%
FLast@levitzacks.comJDoe@levitzacks.com
100%

Frequently Asked Questions

Where is LevitZacks's headquarters located?

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LevitZacks's main headquarters is located at 451 a Street Suite 500 San Diego, California 92101 United States. The company has employees across 1 continents, including North America.

What is LevitZacks's phone number?

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You can contact LevitZacks's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is LevitZacks's official website and social media links?

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LevitZacks's official website is levitzacks.com and has social profiles on LinkedIn.

What is LevitZacks's NAICS code?

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LevitZacks's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does LevitZacks have currently?

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As of March 2026, LevitZacks has approximately 51 employees across 1 continents, including North America. Key team members include Executive Assistant To Ceo|president: M. B.Director Of Tax: K. P.Audit Manager: C. E. M.. Explore LevitZacks's employee directory with LeadIQ.

What industry does LevitZacks belong to?

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LevitZacks operates in the Accounting industry.

What technology does LevitZacks use?

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LevitZacks's tech stack includes Open GraphSendGridFont AwesomejQueryWP EngineYoast SEOGoogle Tag ManagerApache.

What is LevitZacks's email format?

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LevitZacks's email format typically follows the pattern of FLast@lz-cpa.com. Find more LevitZacks email formats with LeadIQ.

When was LevitZacks founded?

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LevitZacks was founded in 1964.

LevitZacks

AccountingCalifornia, United States51-200 Employees

LEVITZACKS has been providing outstanding audit, review, compilation, domestic and international tax, management information, and management advisory services since 1964. We have extensive experience in a variety of industries including defense contracting, retailing, automobile dealerships, construction and development, manufacturing, engineering services, biotech, Internet services, franchising, distribution, alternative energy, profit sharing and 401(k) plans just to name a few. 

We are not a branch office operationally or in mentality. Our clients benefit from more partner involvement, higher engagement team continuity, unmatched technical breadth and depth with our on-staff tax attorneys, Accredited Senior Appraiser, Certified Fraud Examiners, and forensic specialists, and we provide local firm responsiveness with a proven commitment to San Diego.  Our approach to serving our clients includes anticipating new requirements, whether because of changes in the business environment or because of new SEC, accounting or tax promulgations. As a proactive firm, we meet regularly with clients during the year to assist in statutory reporting compliance, profitability enhancement and tax planning. Our clients benefit from our involvement in major business decisions. 

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Section iconCompany Overview

Headquarters
451 a Street Suite 500 San Diego, California 92101 United States
Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1964
Employees
51-200

Section iconFunding & Financials

  • $10M$25M

    LevitZacks's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    LevitZacks's revenue is estimated to be in the range of $10M$25M

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