May 29, 2015 ,

Position:

  • Senior Associate

Years of Experience:

  • Three

Education:

  • University of California, Davis, B.A., Economics, Minor: Mathematics
  • American River College, Sacramento, A.A., Accounting Degree

Experience:

  • Experience in the preparation of federal and multi-state income tax returns for individuals, partnerships, corporations, trusts, estates, and nonprofits
  • Staff Associate on variety of audits including nonprofit, school districts, governmental entities, employee benefit plans and privately held businesses
  • Audit experience includes supervising staff and in-charging the day-to-day operations of the audit engagement

Recent Continuing Education:

  • Spindell Federal and CA Tax Update
  • Various in-house training related to Taxation, Accounting and Auditing, Internal Control, Structure, Fraud, Single Audit Act, GASB Updates, Nonprofit, Joint Power Authorities
  • AICPA, Foundations in Governmental Accounting