Jan 30, 2019 ,

Position:

  • Manager

Years of Experience:

  • Four

Education:

  • University of California, Santa Cruz, B.A., Business Economics Management (Accounting)

Experience:

  • Responsible for review of a variety of individual, trust, partnership, and corporation returns, and various professional services.
  • Preparation of various review and compilation engagements including planning and preparation of financial statements and any applicable research.
  • In charge of training, supervising, and evaluating staff on a variety of tax and attest engagements.
  • Experience in presentations and giving educational seminars in tax specific areas.
  • Experience in a variety of industries including privately held businesses, corporations, partnerships, S-Corps, limited liability companies, limited partnerships, real estate development, construction and manufacturing, charitable organizations and associations.

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Recent Continuing Education:

  • Federal and California tax update seminars
  • Exempt organization taxation
  • LLC’s, Partnerships, and S Corporations update
  • Tax Cuts and Job Act
  • Opportunity Zones and economic development
  • Accounting for Biological Assets