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:

  • Senior Associate on a 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.
  • Conducts compliance audits of federal and state grants pursuant to Government Auditing Standards and Uniform Guidance (formerly OMB Circular A-133).
  • Experienced in the preparation of federal and multi-state income tax returns for individuals, partnerships, corporations, LLCs, trusts, estates and nonprofits.
  • Preparation of compiled financial statements.

Recent Continuing Education:

  • AICPA, Foundations in Governmental Accounting
  • Spidell 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 Powers Authorities