LEVITZACKS, Certified Public Accountants
(Tax, Audit, Estate Planning, Litigation, Consulting)
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Tax Alerts
October 21, 2020
Tax Briefing(s)

Our firm will be closed on Friday, October 16th and Monday, October 19th, for a firmwide holiday. If you need immediate assistance, leave a message on our main line, we will be checking for messages.  

CORONAVIRUS IMPACT UPDATE

To Our Clients and Friends: 

We hope that you and your families are healthy and safe.  Like many of you, we continue to monitor the COVID-19 crisis and wanted to share with you our commitment to continuity of service and the various initiatives we have implemented as a firm to maintain a safe work environment. 

We are monitoring our federal, state, and local government updates, and we will do everything in our control to ensure that we are still available by phone, email, or text. We are committed to serving you with as little disruption to our services as reasonably possible.  We have worked in a paperless environment since 2007 and have seamlessly transitioned into a remote workplace for most of our team members.  

Safety

Our business continuity team is monitoring the situation daily, taking into account guidance from the Centers for Disease Control and Prevention (CDC), public health agencies and state officials. We will adapt our protocols as necessary to maintain our best practices for a clean and safe environment.

For our essential workers in our office, we follow the appropriate disinfecting protocols and social distancing suggestions.  We have instructed our team members to stay away from the office, along with our clients' offices, for the most part especially if they feel sick or have any of the symptoms identified by the CDC.  For field work, we will work with each client on a case by case basis to determine the best approach for the completion of fieldwork while providing our employees and clients with a safe work environment.

Business Continuity

We have the technology to allow our team members to work remotely. Our offices remain open only for employees considered essential (no visitors allowed). The California state mandate exempts accounting firms assisting clients with meeting regulatory requirements (filing taxes, etc.) and we are therefore considered mission critical and are exempt from the stay at home order for our essential employees. 

Our COVID-19 Resource Center

For additional links to crucial information that we are updating daily, please see our COVID-19 Resource Page.

We will continue to monitor the situation closely and evaluate additional measures needed to support our clients and team members.  With over 55 years of serving our clients we assure you that we will continue to provide you with the exceptional service you have come to depend on from our firm.

We are grateful for your loyalty and appreciate the opportunity we have to serve you.

Wishing you good health and thank you for your continued trust in LevitZacks,

  

Victor G. Ramsauer, CPA

President/Chief Executive Officer/Shareholder

 


Ranked the 2020 and 2019 Best Small Firm to Work For in the United States by Accounting Today magazine!

Ranked the 2020 Best Place to Work in San Diego (small company category) by the San Diego Business Journal!

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At LEVITZACKS, we do not believe in taxing your time with an abundance of details about topics most people wish to avoid.

Instead, our philosophy is to offer you, under the umbrella of our prominent, full-service firm:

• Dedicated and caring management and professional support team

• Timely response to your needs and queries

• Unparalleled expertise and experience

• Creative approach to solving problems

• Comprehensive strategy to address your accounting and tax concerns

• Straightforward and dependable counsel

• Highly personalized service

• Impeccable ethics and professional integrity

• Unmitigated reliability and accountability

• Keen attention to details

• Proven commitment to our Clients

Our clients benefit from more shareholder involvement; higher engagement team continuity; unmatched technical expertise; and unique resources providing breadth and depth from a local firm including two on-staff tax attorneys, a Certified Fraud Examiner, and an Accredited Senior Appraiser. 

Our Clients trust us because, since 1964, we have earned their trust.

Nine year award winners as one of San Diego's Best Places to Work by the San Diego Business Journal and one of the Nation's Best Accounting Firms to Work For by Accounting Today! We are proud of each and every member of our team for their contribution to the continued success of our firm!

Mandatory Health Screening Questionnaire

To be completed by anyone planning to enter our offices.




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