Feb 4, 2016 ,

Position:

  • Senior Associate

Years of Experience:

  • Three

Education:

  • California State University, Sacramento, B.S., Accounting and Entrepreneurship

Experience:

  • Experienced in the preparation of federal and multi-state income tax returns
    for individuals, corporations, LLCs, trusts, and nonprofits.
  • Experienced in the preparation of federal and multi-state income tax returns
    for individuals, corporations, partnership, LLCs, trusts, and nonprofits.
  • Staff associate on a variety of audits including, nonprofit, school districts and
    governmental entities.
  • Conducts compliance audits of federal and state grants pursuant to
    Government Auditing Standards and Uniform Guidance (formerly OMB
    Circular A-133).
  • Conducts compliance audits in accordance with Guide for Annual Audits
    of K-12 Local Education Agencies and State Compliance Reporting and
    Contracted District Audit Manual, issued by the California Community Colleges
    Chancellor’s Office.
  • Experienced in monthly bookkeeping through the preparation of financial statements through reconciliations, accounts receivable using Quickbooks and Sage Products.
  • Intern at Gilbert Associates prior to becoming a full-time staff member.

Professional and Civic Affiliations

  • Beta Alpha Psi, Beta Phi Chapter, Past National Correspondent
  • American Institute of Certified Public Accountants (AICPA)

Recent Continuing Education:

  •  Spidell Federal and CA Tax Update
  •  AICPA, Foundations in Governmental Accounting
  • AICPA, Government Auditing Standards
  • Various in-house training related to Accounting and Taxation, Auditing,
    Single Audit Act, Nonprofits, and GASB Updates
  • Various CalCPA training related to individuals, corporations, and partnerships