May 29, 2015 ,

Position:

  • Shareholder

Years of Experience:

  • Eleven

Education:

  • California State University, Sacramento, B.S., Business Administration (Accountancy)
  • Golden Gate University, M.S., Taxation with Honors

Experience:

  • Over eleven years experience in the preparation of a variety of tax returns including S and C corporations, partnerships, individuals, trusts and tax-exempt organizations.
  • Prepare income tax calculations and related financial statement disclosures for compliance with ASC 740-10, Accounting for Income Taxes.
  • Consulting experience including tax planning and research.

Professional Affiliations:

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

Recent Continuing Education:

  • Golden Gate University, Graduate Courses: Income Taxation of Partners and Partnerships, Income Taxation of Corporations and Shareholders, Property Transactions, Estate & Gift Taxation, Taxation of Trust & Estates, Taxation of E-Commerce
  • CalCPA, Financial Statement Disclosures for the Tax Practitioner
  • CalCPA, Tax Practitioner’s Guide to Accounting and Reporting Issues
  • Software training including ProSystem FX Engagement, Tax, Document, and Scan
  • California Professional Ethics
  • Various in-house training related to Accounting and Taxation