Sep 28, 2018 ,

Position:

  • Staff Associate

Years of Experience:

  • One

Education:

  • California State University, Sacramento, Bachelor of Science in Business Administration (Accountancy)
  • San Joaquin Delta College, A.S. Accountancy
  • San Joaquin Delta College, A.A. Interdisciplinary Studies – Social and Behavioral Sciences

Experience:

  • Staff associate on a variety of audits including nonprofits, school districts, and governmental entities.
  • Held positions related to California State Tax requirements for individuals and LLCs, and to review federal and multi-state income tax returns for individuals and trusts.

Professional Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • Beta Alpha Psi, Beta Phi Chapter, Past V.P. of Professional Activities and Professional Liaison

Recent Continuing Education:

  • Various in-house training related to Accounting and Auditing, Internal Control Structure, Fraud, Single Audit Act, GASB Updates, Nonprofit, Joint Powers Authorities