Sep 28, 2018 ,

Position:

  • Senior Associate

Years of Experience:

  • Six

Education:

  • University of California, Davis, Master in Professional Accountancy (MPAc)
  • University of California, Davis, Certificate of Professional Accountancy
  • California State University, Sacramento, Bilingual Multicultural Education (BMED)
  • University of California, Riverside, B.A. Mathematics and Education

Experience:

  •  Senior associate on federal and state returns for individuals, partnerships, S-corporations, C-corporations, trusts, and non-profits
  • Processed payrolls and filed 1099s, W-2, quarterly payroll reports (941/DE9/DE9C), yearly payroll reports (940)
  •  Provided client accounting services: reconciliations, adjusted journal entries, account receivable and account payable, year-end closing and compilation reports
  • Audit experience in non-regulated low-income housing projects, CalHFA and/or HUD compliant projects, government housing authority projects and funds

Professional and Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)

Recent Continuing Education:

  • CPA Candidate
  • Spidell Federal and CA Tax Update
  • Various in-housing training related to Taxation, Accounting and Auditing, Internal Control Structure, Fraud, Single Audit Act, GASB Updates, Nonprofit, Joint Power Authorities