May 29, 2015 ,

Position:

  • Senior Manager

Years of Experience:

  • Eight

Education:

  • California State University, Sacramento, B.S., Business Administration (Accountancy and Accounting Information Systems)
  • Golden Gate University, M.S., Taxation

Experience:

  • Experience in the preparation and review of a variety of tax returns including individuals, trusts, partnerships, corporations, and nonprofits.
  • Experience in a variety of audit, review and compilation engagements including planning and preparation of financial statements and any applicable research.
  • Research and documentation of tax topics.

Professional Affiliations:

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

Recent Continuing Education:

  • Spidell 2017/ 2018 Tax Update Seminar
  • CalCPA Wine Industry Conference 2016
  • CalCPA Advanced Estate Planning Institute 2017
  • Tangible Property Regulations
  • Various in-house training related to accounting and taxation