Anne St. Germain

After graduating from Chico State University, top of her class, Anne began her career in Northern California where she cultivated her in-depth experience in in the agriculture and farming based industry. Upon her relocation to Southern California she joined the prestigious and international accounting firm of BDO. At BDO Anne continued in her trajectory of excellence and was quickly brought up the ranks. Specially selected for special-high-end tax projects, she not only increased her sphere of influence and depth of knowledge but was also hand-chosen to interface with BDO’s board of directors and CEO,in relation to the firm’s Inclusion programs. Not only did she excel at the National level with BDO but, Anne was regularly called upon as the chief technician and right-hand person of, and her mentor David DesRoches, during her tenure.

During the course of her career, Anne continued to develop and share the same entrepreneurial spirit as her clients leading to the ultimate decision to join Level Advisors as a Partner. Her decision was promulgated based upon one simple thing: shared values.

Anne carries a depth and breadth of excellence in tax matters; especially focusing on domestic and international manufacturers. Her clients include some common household names and are routinely engaged in substantial e-commerce and complex branding and manufacturing activities. She brings to the table those core skill sets needed to serve the industry with “sleeves-rolled-up”. Versed in the areas of nexus, transfer pricing, foreign taxation along with a network of other international accountants, she will make an unparalleled team member to your advisory team.

Her mantra is simple: “Encourage my younger colleagues through a persistent example of academic excellence and client service”