Jan 3, 2018 ,

Position:

  • Senior Associate

Years of Experience:

  • Nine

Education:

  • University of California, Los Angeles, California, B.A., Economics with a concentration in Accounting

Experience:

  • Tax preparation, research, and planning for corporations, individuals, partnerships, trusts, and nonprofits.  Responsible for preparation of correspondence letters for tax compliance.
  • Full disclosure financial statement preparation of compilations and reviews of small businesses.  Litigation support and preparation of analysis.
  • Review and preparation of payroll, quarterly payroll tax reports, 1099’s, W-2’s, payroll tax deposits, and bank reconciliations.
  • Experience in audits of local governments, non profits, and homeowners’ associations.

Professional and Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Past Fundraising Chair of the Stonewall Democrats of Greater Sacramento

Recent Continuing Education:

  • Compilations and Reviews: Risks, Procedures, and Fraud
  • Ethics Issues in Federal and State Tax Practice
  • Disclosure: The Key to Financial Statements
  • Federal & California Tax Update – 2017
  • S Corporation Tax Return Review and Case Study
  • GAAP Update
  • Estate Planning
  • Other Comprehensive Basis of Accounting Fundamentals
  • Compilations and Reviews: Basic Review and Update
  • Various in-house training related to Accounting and Auditing, Internal Control Structure, Fraud, Single Audit Act, GASB Updates, Nonprofit, Joint Power Authorities