Steve Levitt is a Partner in Richey May SoCal’s Business Management practice, formerly USXA and Sobul, Primes & Schenkel. Steve brings extensive technical expertise in taxation and business planning to his diverse client base, which includes high-net-worth individuals and privately held businesses. His broad experience, cultivated through work with both large national organizations and local small enterprises, equips him to provide strategic, personalized advice. With a practical, client-centered approach, Steve guides individuals and families through all facets of financial management—from tax planning and real estate transactions to daily bill payments and estate planning coordination. Supported by a dedicated team of business management professionals, Steve is committed to delivering responsive solutions and trusted guidance that address both immediate needs and long-term goals.
Steven Levitt
Partner, Business Management, Southern California
Designations
Certified Public Accountant (CPA) – California
Professional Memberships & Affiliations
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
Education
The University of California, Santa Barbara
Bachelor of Arts, Business Economics