Extensive education and experience in Accounting practices and Tax strategies.
Master of Science in Taxation, San Jose State University, August 2000
Bachelor of Science Business Administration emphasis in Accounting, University of Montana, June 1990
Teaches individual taxation through the University of California extension program. This requires a working knowledge of the tax law, keeping current on new legislation, and fine-tuned presentation skills to be effective.
Public Accounting – Regional and Local Firms
Prepared and reviewed corporate, fiduciary, partnership, individual, and various other federal and state tax returns using Ultratax, Lacerte, and Prosystems software. Researched various topics utilizing skills learned in Master of Science in taxation program for both compliance and client inquiries. Interacted with clients through conduct of tax interviews and consulting related to accounting and tax issues. Represented clients during tax audits. Compiled financial statements for various types of businesses.
Performed all the duties of a comprehensive accounting office for two very different types of small business enterprises. Compiled monthly financial statements including job costing and work-in-progress. Prepared local, state, and federal tax returns. Facilitated cash flows and collections. Pursued financing arrangements as needed. Coordinated and supported external review process. Evaluated insurance requirements, reviewed proposals, negotiated premiums. Submitted pension reports for outside consultants. Administered employee benefits and processed payroll. Supervised office staff. Coordinated employee training. Prepared corporate minutes. Facilitated in-house computer training and troubleshooting. Responsible for oversight of the daily accounts receivable and accounts payable functions.
Performed audits of defense contractors books and records utilizing generally accepted governmental auditing standards. Tested these records for compliance with Federal Acquisition Regulations, Cost Accounting Standards, and generally accepted accounting principles. Integrated audit tools, such as statistical sampling, into audit steps. Achieved significant cost savings to the government based on proposal reviews. Maintained good relations with contractor personnel while performing audits.