May 29, 2015 ,

Position:

  • Senior Associate

Years of Experience:

  • Three

Education:

  • California State University, Sacramento, B.S., Business Administration (Accountancy)

Experience:

  • Experienced in the preparation of federal and multi-state income tax returns for individuals, corporations, partnerships, LLCs, trusts, estates, and nonprofits.

Professional Affiliations:

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

Recent Continuing Education:

  • Spidell Federal and CA Tax Update
  • CalCPA, Preparing Form 706: The Federal Estate Tax Return
  • CalCPA, Financial Statement Analysis
  • CalCPA, Controls, Risks and Financial Reporting
  • Various in-house training related to Accounting and Taxation