May 29, 2015 ,

Position:

  • Senior Manager

Years of Experience:

  • Fourteen, public accounting
  • Fourteen, various controllership capacities

Industry Team Membership:

  • Tax
  • Privately Held Business
  • Accounting Services and Software Consulting

Education:

  • Cal Poly State University, San Luis Obispo, B.S. Business Administration (Accountancy)

Experience:

  • Prepare, research, and review individual, partnership, corporate and nonprofit tax returns.
  • Working knowledge and understanding of financial statement preparation and taxation matters pertaining to privately held businesses, nonprofit and individual.
  • Consulting experience includes estimated tax planning; QuickBooks start-up and support; management of correspondence with governmental agencies regarding various client issues.
  • Maintain, review and adjust client general ledgers; prepare and manage payroll, 1099 and business property tax reporting.

Professional and Civic Affiliations:

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

Recent Continuing Education:

  • 2016 Federal and State Tax Update
  • Nonprofit Organizations Accounting Update
  • Social Security Benefits; Advising Clients
  • S Corporation Workshop